Licensing

The Drake Tax software license must be purchased separately; the hosting fee does not include the annual software license fee. Other details and the Account Setup Request form are available on the Drake Software Support website > Products > Hosting Solution.

In order to sign up for Rightworks, you have to be a current Drake Software client with an active license agreement on file. If you need to purchase Drake Software you can buy or renew your software on the Drake Software Support website.

If you are ready to purchase a Rightworks subscription, see Rightworks - Initial Purchase or Signup.

Cost

• The hosting fee is $99 per month, per user.

• At this time, an annual payment option is not available. In order to make the service available as soon as possible, we have launched with the monthly payment option only.

• If you cancel within 30 days, you will receive a refund of the amount paid, less a $50 cancellation fee.

• There is no trial or demo of Rightworks available.

• Discounts are available for accounts with 10 or more users.

• Each subscriber must maintain at least one active user subscription at all times.

Storage

• Your hosting fee includes 40GB of storage, per user, on the Rightworks Desktop.

  • For example, if you have two users, each with a hosting package, you will have 80GB available.

• Overages are charged a fee of $1 per GB over the 40GB/user.

• You can decrease your storage by removing excess data and Drake Documents files, backups, or unneeded programs from your account. Remember to make a local backup of your data before removing the program from your Rightworks Desktop.

System Requirements

The system requirements are as follows:

Windows

• Microsoft RDP Client 8.0 or higher

• Internet: Broadband or equivalent high speed internet.

• Satellite internet is not recommended.

• Outbound port 3389 must be open.

• OS: Windows 8.1 or later (Windows 8.1, 10, and 11).

• Display: 1280×1024, or greater, recommended.

Mac OS X

• Microsoft RDP Client 10.0 or higher.

• Internet: Broadband or equivalent high-speed internet.

• Satellite internet is not recommended, due to the high level of latency the connections experience.

• Outbound port 3389 must be open.

• OS: OS version 10.14 or newer

• Display: 1280×1024, or greater, recommended.

Years Available

Drake Tax

When you sign up for Rightworks, the current year and two prior years of the tax program will automatically be available on your Rightworks Desktop. Once the new year of Drake Tax is released in early December, it will be added to your Rightworks Desktop. Certain prior years of Drake Tax are available for installation*.

The following years of Drake Tax are currently available in Rightworks:

• 2024

• 2023

• 2022

• 2021

• 2020

• 2019

• 2018

• 2017

Drake Accounting

When you sign up for Rightworks, Drake Accounting will not automatically be available on your Rightworks Desktop, however, you can easily install available years of DAS from the AppHub portal for Rightworks. For more information about Installing Applications, see Rightworks - Installing Applications. The following years of DAS are currently available in Rightworks*:

• 2025

• 2024

• 2023

• 2022

• 2021

• 2020

• 2019

• 2018

Updates

Drake Tax

Updates must be installed by the end-user when available (upon launch of Drake Tax).

Drake Accounting

Updates are automatically installed each night at approximately 2:50 a.m. EST.

Peripheral Devices

Rightworks has experience with a wide range of peripheral devices over its lengthy history; they have pre-qualified most of the peripherals that our customers use. If requests arise to support new peripherals that are not currently supported, Rightworks will perform a qualification process to determine if the peripheral can be supported.

Support

You will call Drake Support when you need assistance with your Rightworks, or have billing questions related to the service. The Drake Support team will also walk you through the on-boarding process.

• Email: RNHosting@DrakeSoftware.com

• Phone: (828) 349-5556

Other Applications

In addition to QuickBooks Desktop, Rightworks has other applications to choose from; please note that additional subscription fees for these applications may apply. For more information see https://www.rightworks.com/partners/application-directory/ or contact a Rightworks representative.

e-Signature Options

Select Topaz and Scriptel signature pad models are supported in the Rightworks Desktop.

Drake e-Sign Online through Drake Portals is integrated into Drake Tax and functions within the Rightworks Desktop.

PDF

Adobe Acrobat Reader is the default PDF viewer in your Rightworks environment.

PDF24 is also available for no additional cost.

You can also choose to use your own license of Adobe Acrobat Pro on Rightworks - see Rightworks - Adobe Acrobat for details.

For information about changing the default PDF viewer program being used, see Rightworks - Change Default PDF Viewer.

GruntWorx

Yes, GruntWorx is integrated with Drake Tax. Organize Lite, Organize, and Populate jobs are able to be submitted and retrieved with no additional steps. GruntWorx Trades, however, does require the use of Microsoft Excel to import a trades jobs into Drake Tax.

If you have an existing Microsoft Office 365 license, it can be used within Rightworks for no additional fee. Ask about the bring-your-own Microsoft Office 365 license during your Rightworks on-boarding. Compatible packages include:

• Microsoft 365 Apps for Enterprise

• Microsoft 365 Business Premium

• Microsoft 365 E3

• Microsoft 365 E5

An eligible Microsoft license can also be purchased from Rightworks directly at (888) 417-4448, extension 1, then extension 3.

Tic, Tie, Calculate^TM

Tic, Tie, CalculateTM requires the full version of Adobe Acrobat.

If you have a license for Adobe Acrobat Pro, you can use that license in Rightworks by launching the Adobe icon and entering your Adobe account credentials. If you do not have an Adobe icon, contact the Drake Support team at (828) 349-5556.

If you do not have an Adobe Acrobat Pro license, you will not be able to use TTC in Rightworks as it is not compatible with PDF24.

See TicTie Calculate (TTC) for more information about TTC.

Drake Hosted

Rightworks is our hosting option and we chose Rightworks because of all the extra value you will receive from partnering with both Drake Software and Rightworks. In addition, Rightworks long-standing experience in the accounting industry of hosting applications at scale made this a great opportunity for our clients. Drake Hosted is no longer available.

Citrix

No, this hosting service does not utilize the Citrix Receiver or Workspace App.

While the user experience of the two solutions may be slightly different, the performance of the service and use of applications on the service should be equivalent and, in some cases, better.

The Rightworks platform and their patented HyperRightTM technology is industry leading in performance, availability and security for Accountants and Accounting firms.

The platform is built around Microsoft RDS (Remote Desktop Services) and includes automation, redundancy, fail-over, monitoring and alerting that combine to deliver the best up-time possible. They partner closely with Microsoft and are the largest RDS service provider in the world.

Hosting Equipment Used

All the programs are hosted on Rightworks' equipment.

QuickBooks Integration

Rightworks is the leading provider of cloud-hosted QuickBooks Desktop (QBD) and it will be available for purchase through them after you subscribe to your Rightworks hosting solution through Drake Software and are on-boarded.

Rightworks will add your cloud-hosted QuickBooks Desktop license(s) to your subscription and you will be able to access both from the same location.

Rightworks sells and supports the current year plus the two previous years, adhering to Intuit’s product policy. They also offer a “Bring your own license (BYOL)” option.

For more information see https://www.rightworks.com/partners/application-directory/ or contact a Rightworks representative.

QuickBooks Desktop hosting (RN QBD)

A key benefit with Rightworks cloud-hosting for QuickBooks Desktop is that you can collaborate with my small business clients through Rightworks QuickBooks Desktop hosting (RN QBD). You can provide your clients a user license for your Rightworks hosting services and collaborate with that client in real-time, in the same QuickBooks Desktop file, remotely.

Assistance with QB

Rightworks will provide the support for any hosting questions related to the applications purchased directly from Rightworks, such as QuickBooks Desktop. The number is (888) 417-4448, extension 2.