Drake Tax

Drake Tax

Drake Software
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About

Drake Tax is loaded with features to help you quickly and efficiently prepare and process your customers’ returns. So you can stay focused on the important stuff — working with clients and building your business. Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Calculation results and full return view just a click away. Mark items in any text box, check box, or amount on a tax form as verified, flagged for review, or noted for review. If information for a verified item changes, DoubleCheck will automatically flag the item it for review. Shortcut keys and macros simplify data entry and reduce keystrokes. Automatic data flow from federal return to state and city returns, with override options. State and city returns generated as needed. Automatic credit for taxes paid to other jurisdictions. Drake Tax also auto-fills from ZIP Code and EIN entries.

About

Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Tax professionals

Audience

Accounting and tax firms looking for a modern practice management solution to optimize their processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$330.00
Free Version
Free Trial

Pricing

$45 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.5 / 5
design 4.0 / 5
support 4.5 / 5

Reviews/Ratings

Overall 4.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 2.0 / 5
support 4.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Drake Software
Founded: 1977
United States
www.drakesoftware.com

Company Information

Pascal Workflow
United States
www.pascalworkflow.com

Alternatives

Alternatives

Jetpack Workflow

Jetpack Workflow

Jetpack Workflow
CrossLink

CrossLink

CrossLink Professional Tax Solutions
UltraTax CS

UltraTax CS

Thomson Reuters
Lacerte

Lacerte

Intuit

Categories

Categories

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Corporate Tax Features

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Integrations

Cloud 9 Hosting
Cloudwalks
Doc.It by IRIS
Gmail
Google Drive
LukkaTax
Microsoft Exchange
Microsoft Outlook
Rightworks
Sagenext
SmartVault
TaxDome
Verito Technologies
iCloud

Integrations

Cloud 9 Hosting
Cloudwalks
Doc.It by IRIS
Gmail
Google Drive
LukkaTax
Microsoft Exchange
Microsoft Outlook
Rightworks
Sagenext
SmartVault
TaxDome
Verito Technologies
iCloud
Claim Drake Tax and update features and information
Claim Drake Tax and update features and information
Claim Pascal Workflow and update features and information
Claim Pascal Workflow and update features and information