Drake Software

Overview

Founded in 1977, this private company specializes in professional tax preparation software and solutions tailored for tax and accounting professionals. Based in Franklin, North Carolina, it maintains offices and call centers in multiple locations, serving over 70,000 tax professionals across the country.

The organization offers a robust portfolio including federal and state tax preparation software, the GruntWorx automation service for data extraction, and Drake Accounting for payroll management. Its services extend to secure client portals, cloud-based hosting, and advanced tools for client communication. The company is recognized for outstanding product excellence and customer support, having processed over 36 million tax returns in recent years.

Basic Information

Contact Details

• Phone: +1 800-890-9500
• Website: drakesoftware.com
• LinkedIn: linkedin.com/company/drake-software

Key Focus Areas & Initiatives

• Software development
• Professional tax software
• Tax data security
• Cloud-based tax software
• Tax workflow management
• Digital signatures
• Tax calculation accuracy
• Secure email of returns
• Tax automation
• Data management
• Tax forms
• Tax software updates
• Financial services
• Automation
• Tax practice efficiency
• Tax form import tools
• Tax document exchange
• Tax software integration
• Tax practice management
• Tax data import/export
• B2B
• Tax software for professionals
• Multi-user access
• Accounting software
• IRS e-file
• Tax automation software
• Tax return e-filing
• Tax software
• Tax return validation
• Tax workflow automation
• Client portals
• Tax client onboarding
• Tax client communication
• IRS modernized e-file
• Tax preparation software
• Tax compliance solutions
• Tax return diagnostics
• Remote tax preparation
• Tax form library
• Accounting
• Tax software support
• Tax compliance
• Tax workflow automation beta
• Payment processing
• User experience
• Secure client portals
• Accounting, tax preparation, bookkeeping, and payroll services
• Tax automation tools
• Tax return processing
• Cloud hosting
• Tax form management
• E-filing
• Multi-state return generation
• Electronic signatures
• Tax planning tools
• Bank products
• Secure file exchange
• Customer support
• Remote document signing
• User-friendly interface
• Tax scenario analysis
• Real-time calculation results
• Integrated payment solutions
• Mobile-friendly applications
• Onboarding support
• Live demonstrations
• Automated data import
• Trial balance integration
• Online training resources
• Free data conversions
• Confidential document exchange
• Client management tools
• Refund processing solutions
• Task tracking reports
• Privacy protection measures
• Time-saving integrations
• Workflow optimization
• Form auto-fill features
• Software updates
• Training webinars
• Technical assistance
• Network setup options
• User community engagement
• Customizable print options
• Secure backups
• Document manager integration
• Fee collection services
• Reliable software updates
• Availability of additional features
• Business growth support
• Client relationship management
• Freemium pricing plans
• Web-based solutions for taxes
• Enhanced security measures
• SaaS
• Finance
• UX
• Cloud computing
• Enterprise software
• Enterprises
• Computer software

Technologies Used

• Amazon SES
• Bing Ads
• Bluekai
• Bootstrap Framework
• Campaign Monitor
• DoubleClick
• DoubleClick Conversion
• Google Analytics
• Google Dynamic Remarketing
• Google Font API
• Google Tag Manager
• Incapsula
• Intercom
• KISSmetrics
• Microsoft Office 365
• Mobile Friendly
• Outlook
• Pardot
• QuickBooks
• Remote
• Salesforce
• SignalR
• Umbraco
• Vimeo
• Visual-Basic-.NET

Affiliated Organizations & Regional Branches

• Copanion, Inc.
• Desert Accounting Service