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Drake Software


Drake software is a quality provider of professional tax preparation software. Its provides the tools and supports tax professionals need to build their businesses and attract new clients.

Drake software features

The speed you need – 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.

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 return generated as needed. Automatic credit for taxes paid to other jurisdictions. Drake Tax also auto-fills from Zipping Code and EIN entries.

Multi-state returns – Create any state return you need, without having to buy a state add-on module.
Update prior-year data to the current year, either all at once or as needed.
Easy backups of any or all client data, plus custom settings. Restore to the same or a different computer. Plus, now you can back up to your SecureFilePro account for safe cloud storage.
Easy updates – Choose automatic updating, or just update when you’re notified. Either way, it takes just seconds.
Save time with optional hardware – Add a digital signature pad to e-sign forms and bank applications. Or a 2D barcode scanner to import W-2s or K-1s with 2D barcodes.

Drake software Tax Plan & Analyze

Drake Tax Planner – Show clients how marital status, dependents, income, etc. can affect their taxes. Save multiple scenarios, and tweak reporting options as needed.

Compare taxes year to year – Analyze multiple tax years in a convenient worksheet.

Compare filing joint vs. separate – See at a glance which filing status would be more beneficial.

Return archiving – Create a version of a return for comparison and safekeeping. Revert to a version with just a click. Helpful for testing different return scenarios.

Quick Estimator shows your client’s refund in just a few clicks.

Amortization schedules – Figure loan payment amounts, interest or loan length.

Drake Software Review Plan

Calculation results display return info at a glance, including error messages, notes, fees, refund amount, and e-file eligibility. Its error messages show how to correct problems that would cause an IRS rejection.
Its notes messages provide reminders and tips about issues that would not cause rejects.

Organized return viewing – Select which forms to print, change print order, customize print sets, even access from pricing. View forms in a tree structure or by category.

Print sets – Control which forms and the order they’re printed for client, preparer, paper filing, or custom sets.

Print to PDF – Create password-protected PDF of a return to email to your client. Or save a PDF of a return to Drake Documents.

Note screens let you add a note for a form, or for the return. Use to remind yourself or to inform other staff.

Drake software Tax E-file features

PIN and consent screens provided for customers to approve the return, and for consent forms and bank documents.
Drake E-Sign – Use an optional signature pad to bind customer signatures securely to the return, eliminating the need for a paper version.
E-file states with the federal return or separately, if necessary and the state allows separate e-filing.
Attach PDFs to returns for e-filing. Documents can also be stored in Drake Documents.

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