Drake Tax

What is Drake Tax?

Drake Tax is a comprehensive tax management software designed to help small to midsize accounting businesses streamline their tax preparation and client service operations. The platform offers a suite of features that enable tax professionals to efficiently analyze multiple tax years, estimate refund amounts, and create password-protected PDF files for tax returns.

Highlights

• Automated data verification: The platform allows administrators to double-check items or amounts in a text box and automatically flag any changes in information
• Scenario analysis: Businesses can record various scenarios, such as marital status and income changes, to analyze the impact on taxes
• Integrated e-signing: Teams can electronically sign online documents and restore client data across different systems
• Customizable workflows: The software includes shortcut keys and macros to help tax professionals streamline their data entry operations.