They also appreciate the free unlimited state returns for each federal return. However, users wish that it was compatible with popular bookkeeping software and that it came with a more powerful customer relationship management (CRM) software. Preparing, reviewing and filing taxes has never been easier with cloud hosting from Rightworks. If you’re seeking paperless options, SecureFilePro allows users to obtain source documents from their clients electronically for tax preparation.
Its affordable price and intuitive design make it an ideal fit for low-volume tax preparers looking for a flexible tax software solution. Drake Tax offers several useful features, including the ability to prepare multi-state returns and a DoubleCheck diagnostic tool. It also allows for hardware add-ons, such as a barcode scanner or signature pad. SecureFilePro is ideal for users who prefer paperless options, and the LookBack feature lets you view the prior year’s tax return data. Drake Software is a top-tier provider of professional tax preparation software. Drake provides the tools and support tax professionals need to build their businesses and attract new clients.
Drake Software® hosted in the cloud
Provide your customers with credit, debit how to create a business budget and contactless payment options that typically get you paid in two business days. Drake Software Cloud Hosting refers to the practice of running Drake Software in a cloud-based environment. Loaded with features so you can quickly and efficiently prepare and process your clients’ returns. Drake Software helps you stay focused on the important stuff—working with clients and building your business.
SERVICE & SUPPORT
She holds a Bachelor’s degree from UCLA and has served on the Board of the National Association of Women Business Owners. She also regularly writes about business for various consumer publications. Drake is well-known for its top-notch customer service and support.We think of it as the secret to our success – and yours. Ace Cloud Hosting uses firewalls to protect its servers from unauthorized access. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you.
- You can create an unlimited number of state returns for each federal return at no additional cost.
- Provide your customers with credit, debit and contactless payment options that typically get you paid in two business days.
- They also appreciated its affordable price and the fact that it alerts you to any potential errors while preparing the return.
- DoubleCheck is a diagnostic tool that can track any changes that affect verified data entry items.
A hassle-free payment solution with low-cost options to meet the needs of both you and your client. 2FA adds an extra layer of security to your account by requiring you to enter a code from your phone in addition to your password when logging in. Danielle Bauter is a writer for the Accounting division of Fit Small Business. She has owned Check Yourself, a bookkeeping and payroll service that specializes in small business, for over twenty years.
We’ve partnered with Rightworks to provide a world-class cloud hosting experience and give you the flexibility to run your business from anywhere. However, some felt that the built-in customer relationship manager (CRM) isn’t robust enough for their practice and have felt the need to supplement it with another software. Currently, you can sign up on Drake for a free trial and get access to a demo account. Drake Tax has received positive feedback from users, who report that it is easy to both set up and use.
Drake Tax Software Review: Features & Pricing
Maintain the powerful features of Drake Tax and Drake Accounting, gain the freedom and flexibility of the Rightworks cloud. Get built-in security, automatic backups, real-time collaboration and more. Complete the form to talk to a Drake representative about signing up for cloud hosting with Rightworks. Please complete the form below, and our Account Setup team will contact you as soon as possible.
Drake Hosting – The Most Secure Tax Solution from Ace Cloud Hosting
Our customers know they can rely on Drake for comprehensive product excellence and value. Drake Tax provides customer support via telephone, email, and online forms. New users are invited to view a series of what is accounts receivable what kind of account is accounts receivable online videos, which provide more information on how to use the software. Other learning resources include Drake CPE, which offers self-study, on-demand, and annual filing season program courses, online reference guides, and a user manual. It has many features that help you ensure that information is accurate, including the LookBack and DoubleCheck diagnostic tool. The ability to add hardware, such as a barcode scanner and e-signature pad, also makes life easier for you and your clients as it eliminates the need for paperwork.
If you’re considering Drake Tax as your tax preparation software, you may benefit from attending one of our Software Seminars. Our knowledgeable presenters give you an up-close look at Drake products and capabilities, and answer all your questions. Or visit Drake’s booth at one of the many popular industry Trade Shows we’ll be attending in 2024.
Prepare 1040 returns online with Drake’s web-based tax software, offering flexible plans for pay-as-you-go or unlimited returns. Drake Tax lets you simplify tax preparation by using optional hardware add-ons such as a barcode scanner, which enables importing data from W-2s or K-1s with 2D barcodes. preparing a budgeted balance sheet You can also add an e-signature pad, which allows clients to digitally sign returns. An optimized, secure payment acceptance solution designed for tax professionals.