Control and Security

Software Setup Options – Tailor the software to suit your office needs. From what forms are generated with a tax return, to the electronic filing process, Drake offers a lot of flexibility. Many global options can be overridden on a per-return basis.

Preparer Security – Assigning security settings to preparers in your office is easy. Choose from pre-defined security settings or customize the level of access a preparer receives. Assign security individually or to an entire group. The process is flexible and convenient, and it gives you control over your software and those who use it.

Flagged Fields – Force you to verify important data-entry fields before finalizing the return, helping prevent mistakes. Flag fields as you go, or set flags globally for all new returns.

Return Tracking – Drake automatically records the date and time 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.

Client Status and Appointments

Client Status Manager – Lets you easily search, view, and organize client files, plus follow workflow and manage productivity with on-screen tracking and reporting. Track return details, from preparer efficiency to billing revenue, and even real-time accounts receivable.

Interactive Home Window – The Home screen features a condensed version of the Client Status Manager. The Personal Client Manager displays returns for the logged-in preparer, helping to organize and prioritize the day. The Notes portion of the Home screen acts as your electronic notepad, the Appointments portion displays your daily schedule, and the Notifications section informs you of e-mails to download or available updates. For privacy, you can hide all client data with the click of a button.

Appointment Scheduler – Create and manage preparer schedules and appointments in the Scheduler, which can be launched in either Preparer Mode or Front Office Mode (designed for office personnel who create and manage appointments but don’t need access to the full Drake program).

Letters, Invoices, Proformas and Organizers

Letters – Keep in touch with your clients easily with more than 40 pre-written letters that you can edit to suit your needs. Fully customize or write a letter using keywords and conditional paragraphs, font choices, letterhead options, and other features to enhance and personalize your client communications.

Invoices – You decide whether to charge by form, item or return, with full customization for all options. You can also specify what charges appear on the invoice. Override billing as needed, apply discounts, carry forward a prior year balance, record payments, and more.