Drake Software blog for tax pros, covering tax, IRS news, and more
In today’s competitive market, tax professionals must do more than prepare returns—they must market their services effectively to stay visible, help retain clients, and acquire new ones. Whether you're running a solo tax practice or managing a multi-preparer firm, a smart marketing strategy is key to client acquisition for tax professionals. Learn just how in our recent post.…
Every year, thousands of professionals enter the field and begin building rewarding businesses helping others file their returns. Whether you're pursuing part-time seasonal work or launching a full-time tax practice, one of the first steps is understanding how to become a tax preparer. Learn more.…
A smoother, smarter, and more connected way to collaborate with your clients is here. We're excited to introduce the all-new Drake Portals® taxpayer experience — built to streamline communication, enhance visibility, and simplify your daily workflow. Learn more.…
Read more about The New Drake Portals Experience: Designed for Tax Pros and Their Clients
We have received reports of emails sent to users as themselves or from Gmail emails with the from sender name, as if they are Drake Software®. Learn more.…
Read more about Drake Alert: Beware of Phishing Emails Asking for EFIN
Learn how to calculate the QBI deduction, which businesses qualify, and key safe harbor rules for real estate. A complete guide for tax professionals.…
Read more about Qualified Business Income Deduction (QBI): A Guide for Tax Professionals
Get ahead of tax season with out latest guide that discusses new and updated tax legislation. Read more and plan for what's next.…
Read more about Preparing for Policy Changes Ahead of Tax Season
As tax season approaches, clients increasingly want fast, flexible options for receiving their tax refunds. While bank products remain a trusted method used by tax professionals for years, peer-to-peer (P2P) payment apps like Cash App®, Venmo®, and PayPal® are becoming more popular— but which method is best? And what should tax professionals keep in mind when offering or advising on refund delivery options? Learn more.…
Tax season can bring out the best—and worst—in your clientele. Stress, deadlines, and complex financial issues may cause some tax customers to act impatient, defensive, or outright combative. As a professional tax preparer, knowing how to handle difficult clients is essential for maintaining professionalism, protecting your time, and delivering accurate returns.…
Read more about 6 Practical Tips for Managing Difficult Tax Clients
In today’s fast-paced tax and accounting world, professionals need more than just software — they need reliable tools, integrated solutions, and a partner who understands the evolving challenges of the industry. Let’s explore Drake’s products and services. Read more.…
Read more about Drake Software: Empowering Tax Professionals with Comprehensive Solutions
By: Noha Ghazouani, VP, Product Management New Features That Make a Difference Your daily tax office operations rely on tools that are both powerful and intuitive. At this year’s Update Schools,…
