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Practice Management
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Plan the daily schedule for all preparers in your firm, schedule appointment and
reminders, and run reports with the Appointment Scheduler. Save time and reduce
hassle by scheduling appointments up to a year in advance. See screenshot
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Drake Software automatically records the date and time that data is first entered,
the last time the return was altered, the last time the return was calculated, and
the return’s e-file status. You can also enter details such as interview time, client
contact information, and return pickup time.
See screenshot
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Track the work flow within your office and manage your productivity with on-screen
tracking, reporting, and exporting utilities. Client files listed in the Client
Status Manager are easy to search, view, and organize.
See screenshot
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Track the work flow of multiple offices simultaneously with the Multi Office Manager.
This tool works by sending the data collected in the Client Status Manager to Drake
during the electronic filing process. Once we receive this information, it is combined
with data from each of your offices and then returned to you for review. See screenshot
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Facilitate tax preparation and minimize data entry by using the QuickBooks import
or by exporting from Drake Client Write-Up (CWU). When you set up the chart of accounts
for each business, individual, partnership, or corporation, you choose a corresponding
tax form and line number for each account. Then, after the last post and close process
for the year, use CWU to export the end of year balances directly into the tax return.
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