Drake Workflow
Streamline tax preparation workflows and manage tasks across Drake products.
Executive Summary
Drake Workflow is a comprehensive tax practice automation tool designed to enhance efficiency and productivity for tax professionals. It acts as a central hub, seamlessly connecting various products within the Drake Software ecosystem, including Drake Tax, Drake Portals, Drake E-Sign, Drake Pay, and Drake Documents. This integration allows tax firms to manage their entire workflow from a single platform. The solution streamlines critical processes such as tax preparation, client communication, and payment collection. By automating and organizing these tasks, Drake Workflow helps firms gain significant efficiencies, reduce manual effort, and ensure a cohesive operational flow. It was initially offered in beta through April 2026, indicating ongoing development and commitment to providing a robust, integrated solution for modern tax practices.
Use Cases
- Automating and managing the entire tax preparation lifecycle.
- Centralizing client communication and document exchange.
- Streamlining the collection of client payments.
- Tracking tasks and progress for individual tax returns or client engagements.
- Integrating various Drake Software products into a unified operational workflow.
Features
Visibility
- Centralized Workflow View: Provides a unified interface to oversee all tax preparation tasks, client communications, and payment statuses across integrated Drake products.
- Task Progress Tracking: Allows users to monitor the real-time status and progression of individual tax returns and client engagements.
Support
- Comprehensive Online Resources: Access to a 24-hour online support site with a wealth of resources, including knowledge base articles and manuals.
Technical Specifications
- Deployment
- Cloud + On-Premise
- API Available
- No
Integrations
- Drake Tax
- Drake Portals
- Drake E-Sign
- Drake Pay
- Drake Documents
Pricing
- Model
- Flat-rate packages / bundled add-ons
- Starting Price
- Null
- Target Customer
- SMB,Mid-Market,Enterprise
- Free Trial
- No
About Drake Tax
Drake Software provides comprehensive, professional tax preparation and e-file software solutions for tax preparers and accounting firms. Founded in 1977, the company offers a suite of tools including tax software, accounting solutions, and productivity tools.
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