What's New in Drake Workflow

Drake Workflow is the tax season command center built for tax professionals who want to spend less time managing spreadsheets and more time serving clients, delivering real-time visibility into every return, client, and deadline to help prepare returns faster, improve accuracy, empower staff, maximize profitability, and operate with greater clarity, control, and confidence throughout tax season.

Recent Enhancements

• Smarter Status Tracking — Your workflow board now provides clearer, more reliable visibility into every return with enhanced status logic and prioritization. This improvement ensures the most relevant status is always displayed, helping you manage returns more confidently and efficiently.

• Improved Extension Workflow Visibility — Extended returns are now tracked with a dedicated Extension E-file Accepted status, giving you clearer visibility into extension progress and helping keep extended returns organized and easy to manage throughout tax season.

• Enhanced Client & Staff Synchronization — Workflow now delivers more reliable syncing from Drake Tax with improved handling for rollovers, new clients, and portal-linked clients. These enhancements help keep your workflow board accurate, up to date, and easier to manage with less manual intervention.

• Urgent & Due Date Filtering — Quickly surface the returns that need attention now. Filter by Urgent, Overdue, Due Tomorrow, or Due Within 1-2 Weeks to prioritize your day without scrolling through your entire client list.

• Multi-Year Support — Switch between tax years with one click. Your workflow board, statuses, and filters all update instantly — making it easy to manage current-year returns alongside prior-year work.

• Faster, Smoother Experience — Background auto-refresh keeps your board current without reloading. Optimistic status updates mean drag-and-drop feels instant, and your filters persist between sessions.

Coming Soon:

• List View — Not everyone works best with a Kanban board. A new list view option gives you a sortable, filterable table of all your returns — ideal for firms managing high volumes or running through a daily checklist.

• Custom Statuses & Columns — Make Workflow match how your firm actually operates. Add, rename, or remove statuses and columns to reflect your process — whether you're a solo preparer, a multi-reviewer firm, or extension-heavy practice.

• Multi-Status Tags — Tag a client with multiple labels at once (e.g., "Extended" + "Awaiting Documents") without changing their workflow column. Filter by tags to instantly find the clients that match your criteria.

• Document Visibility — See at a glance which clients have submitted documents and which are still outstanding — right from your workflow board. No more switching between tools to check if a client is ready for prep.

• Bulk Actions — Select multiple clients and update their status, assign a preparer, or set due dates in one action. Built for firms that need to move fast during peak season.

• Scheduling & Calendar Integration — Assign due dates and scheduled work times to returns. A calendar view shows your daily and weekly workload so you can plan capacity and never miss a deadline.

• Time & Workload Tracking — See how long returns remain in each stage and how work is distributed across your team. Identify bottlenecks, balance workloads, and answer the question: “What should I work on next?

• Reporting & Insights — Built-in dashboards show returns by stage, aging reports, overdue tracking, and completion trends. Export to CSV or PDF for staff meetings, firm management, or client communication.

• AI-Powered Recommendations — Get proactive alerts when returns are at risk overdue, missing documents, or stuck in a stage too long. Workflow will suggest what to work on next based on deadlines, priority, and aging.