How can I apply for Software Purchase Assistance?
Only single unaffiliated offices may apply through the Enterprise Office Manager. Multi-site offices must contact Drake Support at 828.524.8020 for further assistance.
The Software Purchase Assistance (SPA) program is a program in which your chosen banking partner assists with the purchase of Drake Software (upon approval of application). If approved, once e-filing begins, a percentage of your preparer fees will be withheld until the software payment is repaid in full. The percentage of fees withheld is determined by the respective bank and is detailed in the Software Purchase Assistance Agreement.
EPS and Republic Bank are currently offering the Software Purchase Assistance (SPA) program for the 2017 tax year.
Additional Drake banking partners may choose to participate in the SPA program at a later time, but as of 07/14/2017, Republic bank and EPS are the only banking partners currently participating. TPG will be offering SPA later this fall.
To apply for the SPA, navigate to the Enterprise Office Manager in your internet browser and log in with your Username and password. Review and save your account information. Go to Enrollment > Software Purchase Agreement. Choose EPS or Republic.
Once you have made your selection, complete the Software Purchase Assistance application. The application page will detail the total price of the software purchased, showing any current discounts on the purchase price, and the tax calculation. Note that you must select and review the respective bank's Software Purchase Assistance Agreement before you are able to submit the completed bank application with SPA.
Drake Software Tax packages that are purchased through EPS or Republic SPA are not eligible for shipping. Software delivery is by online download only.
For further information regarding the Software Purchase Assistance Program, contact:
- Republic Bank at 866.491.1040.
- EPS Bank at 484.546.2241