Drake Tax

Allows performing actions on multiple returns at once, including batch-printing finished returns, batch-calculating updates across files, and batch-e-filing all accepted returns

Uses optical character recognition (OCR) to read data from documents and automatically populate tax forms, reducing manual data entry and errors

Automatic backup solution ensuring client files are safe and accessible even if office equipment is compromised, with data recovery options for hardware failure or cyberattacks

The ability for multiple staff members to access the system and collaborate on files without data conflicts

Interactive questionnaires pre-populated with previous year's information that can be sent to clients, allowing them to confirm changes or provide new details that import directly into tax software

Generates professional PDF sets that include the return, filing instructions, and custom cover letters for client delivery

Allows taxpayers to upload W-2s, 1099s, and other sensitive documents directly to a secure server, eliminating physical drop-offs and reducing risk of lost paperwork

Client portal provides year-round repository for tax documents, allowing clients to access past returns at any time

Dedicated module that tracks the lifecycle of an electronic return from submission until Acknowledgement (ACK) is received from the taxing authority

Searchable database of e-filing error codes providing clear instructions on how to fix issues and re-submit returns immediately

Access to all federal, state, and local forms, including those for individuals, businesses, and non-profits

Seamless connections with accounting software, bank products, and document management systems

Categorizes alerts into 'Critical Errors' which prevent filing, and 'Warnings' which suggest areas that may require further review

Automated error-checking tools that flag inconsistencies or missing information as you work

Acts as a second set of eyes on every return, checking for common mistakes such as mismatched Social Security numbers, missing signatures, or calculations that don't align with IRS rules

Tracks the status of every return in the office, showing at a glance which returns are pending, sent for signature, or successfully accepted by IRS or state agencies

Standard encryption feature for both data at rest (stored on computer or server) and data in transit (sent to IRS or clients)

Required security feature that adds an extra layer of security by requiring a secondary code, usually sent to a mobile device, before user can log in

Streamlined navigation through forms quickly using keyboard shortcuts for speed optimization

Optimized user interface for efficient data entry and form completion