Post Season Checklist for Tax Professionals

Amid the ever-changing rules and regulations within the tax industry, we at Drake Software understand the importance of consistency and routinization to aid tax preparers in their roles. To achieve…
Amid the ever-changing rules and regulations within the tax industry, we at Drake Software understand the importance of consistency and routinization to aid tax preparers in their roles. To achieve…
Tax season can be overwhelming, but a well-organized checklist simplifies the process for both tax professionals and their clients. By ensuring clients gather the necessary documents ahead of time,…
Read more about Essential Tax Documents Checklist: A Must-Have for Your Clients
With a new president and GOP control of the House and Senate, we've created an overview of what may happen and how to prepare for 2025 tax season. Read more.…
Read more about Preparing for Policy Changes Ahead of the 2025 Tax Season
Expanding a tax practice requires a blend of strategy, innovation, and the ability to adapt. In a recent survey conducted by Drake Software, over 900 tax professionals shared their approaches to achieving business growth, offering a wealth of knowledge on what has worked in the current landscape.…
Read more about Tax Practice Growth Insights from 900+ Tax Pros [Free Download]
From updated deductions to child tax credits and much more, make your tax season a little easier with our 2024 desk reference guide. Download the free tax reference guide today.…
Read more about Now Available: Get Your Tax Year 2024 Desk Reference Guide [Free Download]
The last thing you want is to become the next headline in a cybersecurity breach. Get ten tips that can help keep your tax business safe. Learn more and download our latest checklist.…
Read more about 10 Tips to Help Protect Your Tax Business from a Cyber Attack [Free Download]
What did your peers in tax prep have to say about the 2024 filing season? More than 1,200 tax professionals provided feedback in the most recent Drake Software® survey.…
Read more about How Did Your 2024 Filing Season Go? [Infographic]
In an increasingly digital world, the landscape of tax preparation is evolving rapidly, with technological advancements offering convenience and efficiency to both tax professionals and their clients. However, this shift towards digitalization also brings about new challenges and risks, particularly in terms of cybersecurity. Read more from our free download resource.…
Read more about 10 Cybersecurity Practices for Tax Pros and Taxpayers [DOWNLOAD]
Name, Image, and Likeness (NIL) income, or income gained from personal brand influence, has opened opportunities for student-athletes in college athletics. With the additional income stream comes new tax implications, however, that many student-athletes have not previously encountered. Read the new blog entry to discover what this means for tax preparers and college sports.…
Read more about Name, Image, and Likeness (NIL) Income for College Athletes [DOWNLOAD]
We uncover the newest industry insight on tax prep fees in our latest infographic blog post! Drake Software surveyed over 1000 tax preparers to discover their accepted payment methods, anticipated charges per form, pricing approach, and plans to modify fees. The responses also include demographic information and how it relates to these categories. Read our blog post to learn more!…
Read more about Drake Software 2023 How Do Your Tax Prep Fees Stack Up? [Infographic]