What's New in Drake Tax Online

Drake Tax Online helps professional tax preparers work more flexibly, prepare returns securely from anywhere, and modernize their tax workflow with the reliability, support, and practical value they expect from Drake.

Recent Enhancements

• Tax Planner — Help clients make better tax decisions with planning tools that support year-round advisory conversations and strengthen your firm’s value beyond return preparation.

• Modern design with easy navigation and usability — Work more efficiently in a modern online experience designed to make common tasks easier to find, understand, and complete.

• Connected client collaboration options — Keep tax work moving with online tools that help you collect client information, manage documents, request signatures, and support a more digital client experience.

• Ongoing performance improvements — File returns online with greater confidence as Drake continues improving speed, stability, and reliability

• Hybrid desktop and online workflow — Use Drake Tax Online where supported while maintaining access to Drake Tax Desktop for return types or workflows that require desktop support.

Coming Soon

• More tax packages supported online — Complete more work directly in Drake Tax Online as additional tax packages become available in the online experience.

• More connected client and staff workflows — Manage clients, users, and tax work more consistently across Drake’s online tools with fewer duplicate steps.

• Filing Status Optimization — Quickly compare filing status options to help identify the best outcome for eligible clients.

• Document Ingestion for automated tax prep — Save time and reduce manual entry by using uploaded client tax source documents to help automate portions of the tax preparation process.

• Enhanced Drake Pay features — Send payment requests or invoices more easily, helping your firm collect payments faster and simplify the client billing experience.

• Continued cloud workflow improvements — Drake will continue expanding Drake Tax Online with features that support flexible work, improved client collaboration, and a more connected online tax process.