What's New in Drake Tax Desktop

Article #: 18992

Last Updated: May 15, 2026

 


Tags: Drake Tax

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See why thousands of tax professionals trust Drake Tax Desktop season after season — one powerful system that handles return preparation, e-filing, scheduling, and client communication so you can focus on serving clients, not managing tools.

Recent Enhancements

  • New flexible pricing options — Pro 250 and 1040 150 plans let you choose a package that fits your practice size, so you only pay for what you need.

  • Ongoing performance improvements — Ongoing investment in modernizing the software foundation to improve performance during the tax preparation process.

  • Scheduler — Built-in appointment scheduling keeps your calendar organized without needing a separate tool.

  • Fillable Organizers & Custom Questionnaires — Collect client information efficiently with customizable forms that reduce back-and-forth.

Coming Soon

  • One login across Drake products — Sign in once with a single set of credentials and move seamlessly between Drake Tax Desktop and Drake Hub. No more managing separate usernames and passwords for each application.

  • Unified user management — Firm admins can manage staff in one place. Add a user in Hub and they're automatically available in the desktop software — no duplicate setup required.

  • Connected practice visibility — Your client and staff data stays in sync between desktop and Hub, giving you a single source of truth across your practice.

  • 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.