Drake Tax and Drake Accounting Hosting
Drake Software Hosted in the Cloud
Preparing, reviewing and filing taxes has never been easier with cloud hosting from Rightworks. 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.
Save Time and Stay Productive
- Shortcut keys and macros help simplify data entry and reduce keystrokes.
- You get the speed you need to do everything faster through every step of preparing a return. View calculations or the full return with a single click.
- Data flows automatically from federal to state to city returns, keeping your operation efficient by generating returns as needed. EIN and ZIP code entries auto-fill for convenience.
- Look back at last year’s returns with keyboard shortcuts. Quickly toggle the view to verify your prior-year data.
- Enjoy automated updates and back-ups handled by Rightworks, so you can use your software worry-free knowing the latest version is already up and running.
Plan and Analyze
- Tax Planner shows your clients how marital status, dependents, income and more can affect taxes. Save multiple scenarios to help your clients determine the best filing options.
- Amortization Schedules helps figure loan payment amounts, interest and terms so your return is accurate the first time.
- Archive Returns capability gives you different scenarios so you can test different outcomes and easily compare them with a click.
- Quick Estimator easily shows your client their refund with just a few clicks.
Quickly Review and e-File
- View calculations from a return at a glance so you can see important factors from one place, including error messages, notes, fees, refund amounts, and e-filing eligibility.
- Organize viewing of returns to easily customize print sets, print orders, or forms to print. View forms in a tree structure or by category.
- Print and control which forms and the order in which they print for your client, or create a password-protected PDF to email to clients.
- Enjoy flexible e-filing options that allow clients to approve returns quickly by offering consent and e-signatures and give the option to separately file federal and state (if state allows). Also, attach PDFs to returns and remove obstacles for approval.
“We researched many providers, and in the end we determined that Rightworks was the best fit for us. Our customers can run their businesses more efficiently, with greater flexibility and peace of mind knowing the experts at Rightworks are keeping their data secure, backed up and highly available from anywhere.”
Cloud Hosting Powered by Rightworks
Drake Software
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.