Susannah graduated from Troy University in 2016 with an English degree—which she uses daily to engage with taxes, of all things. She began writing for the tax industry right out of school, and even after eight years, she is still amazed at how rewarding it is to put complex tax concepts into simple language.
Drake Software users and tax preparers nationwide are gearing up to attend Update Schools, where they'll network, earn up to 8 hours of CPE credit, and delve into best practices and industry updates crucial for optimizing software use.…
Read more about Earn CPE at Upcoming Drake Software Update Schools®—Registration Opens Soon
Here's how tax preparers can prioritize and understand client satisfaction, gain valuable performance insights, and impact business growth and reputation.…
Read more about Measuring and Enhancing Tax Prep Client Satisfaction
As we make our way through cold and flu season, maintaining timely service while being sympathetic to clients’ health needs and preferences is crucial. Masking and social distancing can be helpful while indoors, but how do you serve clients who need to meet virtually for their own comfort?…
Read more about Tax Clients Concerned About Germs? Go Virtual with DrakePortals®
Of all the factors that go into choosing tax software, one of the most important is support for state tax forms that apply to your clients. Drake Software is proud to announce the latest Drake Tax state form updates that will help tax professionals better serve clients in the 2023 filing season.…
After the 2022 tax season found the Internal Revenue Service spread thinner than ever before, the agency is taking steps to ensure that the first few months of 2023 go far more smoothly.…
Read more about IRS Pushes for More Phone Support, Hires 4,000 Customer Service Reps
Loss of taxpayer information during the filing process due to technical difficulties is a sure way to fast-track frustration during tax season. Fortunately for Drake Tax users, today's highlighted feature is an info life saver.…
Read more about Drake Tax Feature Spotlight: The Backup and Restore Tool
When disaster strikes, the government’s disaster-declaration process can help victims recover from financial losses. Governors in affected states submit a major disaster area request to the president through the Federal Emergency Management Agency (FEMA); if granted, one benefit victims receive is tax relief.…
Preparing tax returns is hardly a linear process. With data cross-referencing itself throughout both current and prior-year returns, navigation tools are vital to an efficient tax-prep workflow.…
Read more about Drake Tax Feature Spotlight: Search Data Entry with the Selector Field
While Monday, October 17 is the deadline to file tax returns for those who requested an extension earlier this year, some taxpayers may have additional time due to military service or disaster assistance. Additionally, the FBAR deadline has been extended for some due to natural disasters.…
Read more about IRS Reminds Taxpayers of Disaster Extensions for Tax Returns and FBAR
One of the most time-consuming tasks in tax preparation is sifting through prior-year information for facts and figures. To streamline this process, Drake Tax provides the LookBack feature.…
Read more about Drake Tax Feature Spotlight: Use LookBack to Check Prior-Year Data
