Drake Tax Online - Overview
Article #: 18782
Last Updated: July 07, 2025
Drake Tax Online (DTO) is Drake Software’s new fully web-based tax preparation platform designed to provide tax professionals with flexible, modern tools to manage returns. DTO supports access from any internet-enabled device, integrates with key Drake products like Portals and e-Sign, and introduces exclusive features such as guided workflows, in-app messaging, and customizable data entry.
Drake Tax Online replaces our legacy web-based products (Drake Zero and Web1040), that only supported the creation and filing of individual returns. DTO supports the creation and filing of Forms 1040, 1120-S, and 1065. If you need to file other return types, you will have access to a customized version of Drake Tax desktop. This allows you to use features that are unique to the desktop, with the click of a button. The following features are only available in Drake Tax desktop:
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Traditional Data Entry
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Keyboard shortcuts
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Married Filing Joint (MFJ) Split Analysis & Return Splitting
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K-1 Export Functionality
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GruntWorx Integration
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Interactive View/Print Mode
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Drake Tax Planner*
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Organizers*
Note *The Drake Tax Planner and Organizers are not currently available in DTO, even when using the Desktop integration. These features may be available online in future tax years.
A demo or trial of Drake Tax Online is now available. For more information, go to Web Based Solutions.
Caution Mac and Linux users can use DTO, however, they would not be able to use features that are only available through the Drake Tax Desktop Integration as that version is subject to the same system requirements detailed in Drake Tax – System Requirements.