
TurboTax Online
File your taxes with confidence, get your maximum refund guaranteed, and access expert help when you need it.

Feature-rich tax preparation and e-file software for professional tax preparers.

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.
Drake Tax is a professional tax preparation software designed to streamline tax return preparation and e-filing.
Explore all tools that specialize in prepare tax returns. This domain focus ensures Drake Tax delivers optimized results for this specific requirement.
Explore all tools that specialize in e-filing. This domain focus ensures Drake Tax delivers optimized results for this specific requirement.
Automated return tracking across the Drake ecosystem with status updates, workflow visibility, and built-in urgency alerts. Utilizes a centralized database to manage tasks and deadlines.
Integrated digital signature solution that allows clients to sign documents electronically, eliminating the need for paper documents. Compliant with IRS guidelines for electronic signatures.
Integrated payment processing solution that allows clients to pay with credit, debit, ACH, or Pay-by-Refund. Supports contactless payments and typically gets you paid in two business days.
Secure file exchange portal for sharing tax documents with clients. Encrypts data in transit and at rest, ensuring compliance with data privacy regulations.
Tool for projecting tax liabilities and optimizing tax strategies. Allows users to model different scenarios and identify potential tax savings.
1. Purchase a Drake Tax package suitable for your practice size and needs.
2. Download and install the Drake Tax Desktop software or access Drake Tax Online.
3. Configure user settings, including EFIN and preparer information.
4. Import client data from prior years or competitor software using the data conversion tool.
5. Set up Drake Portals and E-Sign for secure client communication and digital signatures.
6. Integrate Drake Pay for payment processing.
7. Complete initial training webinars or seminars to understand the software's functionalities.
8. Utilize the Getting Started Resources to customize the software for your specific workflow.
9. Test the software with sample tax returns to ensure accuracy and familiarity.
All Set
Ready to go
Verified feedback from other users.
"Drake Tax is generally well-regarded for its comprehensive features and customer support, though some users find the pricing complex."
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File your taxes with confidence, get your maximum refund guaranteed, and access expert help when you need it.

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