Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
Drake Tax is packed with an array of features designed to streamline the preparation and processing of tax returns for your clients efficiently. This allows you to concentrate on what matters most—engaging with clients and expanding your business. With Drake Tax, you can expedite every aspect of return preparation, ensuring that calculation results and a comprehensive view of the return are just a click away. You have the ability to mark items in any text field, checkbox, or tax form amount as verified, flagged for review, or noted for further examination. If any information for a confirmed item changes, the DoubleCheck feature will promptly flag it for review. In addition, shortcut keys and macros help to simplify the data entry process, significantly reducing the number of keystrokes required. The software facilitates an automatic flow of data from federal returns to state and city returns, while also providing options for overrides when necessary. State and city returns are generated on demand, and it automatically accounts for taxes paid to other jurisdictions. Furthermore, Drake Tax conveniently auto-fills information based on ZIP Code and EIN inputs, enhancing accuracy and efficiency in tax preparation. With all these features combined, Drake Tax becomes an invaluable tool for tax professionals aiming to optimize their workflow.
Description
When facing a tax dilemma, taking decisive steps is crucial, and we are here to assist you. Whether your challenges are significant or minor, our skilled Tax Professionals offer customized support to liaise with the IRS on your behalf. Each individual tax issue requires a tailored approach, and our experts are adept at identifying the specifics of your situation to create effective solutions. Since tax problems vary greatly, we focus on developing a strategy that is uniquely suited to your needs. Our pricing structure is transparent, allowing you to understand the costs upfront so you can move forward with assurance. With our extended hours, we accommodate your schedule, providing assistance late on weekdays to ensure you receive the help you need at a convenient time. This commitment to flexibility allows us to serve you better and cater to your unique circumstances.
API Access
Has API
No
API Access
Has API
No
Integrations
Cloud 9 Hosting
Yes
Cloudwalks
Yes
Doc.It by IRIS
Yes
Rightworks
Yes
Sagenext
Yes
SmartVault
Yes
Soraban
Yes
StanfordTax
Yes
TaxDome
Yes
Truss
Yes
Integrations
Cloud 9 Hosting
No
Cloudwalks
No
Doc.It by IRIS
No
Rightworks
No
Sagenext
No
SmartVault
No
Soraban
No
StanfordTax
No
TaxDome
No
Truss
No
Pricing Details
$330.00
Free Trial
No
Free Version
No
Pricing Details
$25 one-time payment
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Drake Software
Founded
1977
Country
United States
Website
www.drakesoftware.com
Vendor Details
Company Name
Jackson Hewitt
Country
United States
Website
www.jacksonhewitt.com
Product Features
Corporate Tax
Compliance Management
No
Data Import / Export
Yes
Data Verification
Yes
Electronic Filing
Yes
Exception Notification
Yes
For Nonprofits
No
For Partnerships
No
K-1 Reporting
No
Payroll & Employer Forms
No
Status Tracking
No
Tax Planning
Yes
Tax Planning
Detailed Savings Calculations
No
Export Branded Proposal
No
Export Branded Tax Plan
No
Multi-Entity Planning
No
Multi-Year Planning
No
Proposed Legislation Planning
No
State & Local Planning
No
Strategy & Scenario Comparison
No
Tax Return Diagnostics
No
Tax Return Scanning
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
Yes
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
Yes
Tax Filing
Yes
Tax Forms
Yes
Workflow Management
No