Overview
Drake Tax is a professional tax preparation software designed to streamline tax return preparation and e-filing. It acts as a central hub for tax practices, offering features such as workflow automation, integrated e-signatures with Drake E-Sign, and payment processing through Drake Pay, supporting credit, debit, ACH, and Pay-by-Refund options. Drake Tax integrates with Drake Accounting for bookkeeping, payroll, and financial statement management. Secure data transfer is facilitated through Drake Portals, enabling secure document exchange with clients. The platform includes a desktop version and an online version (Drake Tax Online), catering to different user preferences. Drake Tax Online requires the installation of a Windows-based desktop data-entry module for certain advanced functionalities, like preparing complex business returns. Drake Workflow, currently in beta, offers automated return tracking and status updates. Drake Tax aims to enhance productivity, streamline workflows, and improve the bottom line for tax professionals, regardless of firm size.