Drake Tax – Company Name Change
Article #: 11883
Last Updated: October 21, 2024
To change your company or firm name (DBA Name) associated with Drake Software, go to the Drake Software Support website > Account > Account Info page.
Drake Software’s License Agreement is non-transferable. If you have sold your business or changed your business entity name, causing the EIN or SSN to change, a new account will need to be created. Contact the Software Accounting Department at (828) 349-5900, option 5, to get the process started and request the necessary paperwork.
Note Only active, non-demo accounts can change the company / firm name on file.
When an entity changes, the IRS requires a new EFIN. You can apply for the new EFIN from the e-Services website. If you need assistance, call the e-Services Helpline at (866) 255-0654.
In order to register an EFIN to a Drake Account, we must have a copy of the e-File Application Summary from e-Services. See Drake Tax – IRS: e-File Application Summary and EFIN Registration or Change for details.