BUSINESS DEVELOPMENT
Drake offers many programs, partnerships and products to help your business grow,
both in your tax practice and beyond. With marketing assistance, additional revenue
sources, and extra client services, our goal is to help you succeed.
Bank Products and Payment Options
See Bank Products and E-Collect
for information about increasing your revenue by offering your clients flexible
payment and refund options.
Preparer Websites at 1040.com
Drake Software maintains
1040.com, one of the most recognized taxpayer information websites. 1040.com
also helps you grow your business by providing a free preparer website to Drake
customers (Unlimited package required). These
days, many customers look for businesses and information first on the Internet,
and with a Drake preparer website, you'll be there.
1040.com Affiliate Program
Another great way to expand your business is to partner with 1040.com to provide online tax
preparation. By becoming a 1040.com affiliate, you'll be establishing your business
as an online tax preparation provider for customers who prefer to prepare their
own returns. We offer four different affiliate tiers, each with balanced revenue
potential and initial investment.
For more information, contact your Drake Software sales representative at 800.890.9500.
Free Marketing Tools
Drake Software clients can download free marketing materials at
support.drakesoftware.com. The kits include posters, newspaper ads, buttons,
banners, radio ad scripts, and more. You can download all artwork and ideas for
free, and can purchase some printed materials at cost.
Grow Your Practice Beyond Tax Services
The
Business Planning Group is a consultant relationship that allows you to
offer your clients planning help for retirement, estates, and business succession
and growth. The Group acts as an extension of your firm, with as little or as much
interaction with your clients as you like. And, as a Drake customer, there's no
cost to you for this service.
Refund Status Notification Programs
TaxPoint is a notification service that gives your customers the
latest information about their tax return with a phone call. All outbound options
are integrated within Drake Software’s “CALL” screen.
TellPoint is a voice marketing application that allows you to call
your customers and play a pre-recorded message – known as a Call Campaign. The calls
can appear to be from your phone number/caller ID. TellPoint allows you to reach
all of your customers quickly and is a less costly alternative to sending postcards.
One of the biggest advantages: you only pay for the phone calls that actually connected
and where your message is played.
For more information or to try TaxPoint or TellPoint, visit taxpoint.com.