Included are links to all of drake software resourcesfrom tax program information to drake software s mobile app to credit card processing to classroom training including tutorials, videos, webinars and prac. State information information on reject codes, efile mandates, addresses, and efiling explanations and. Demo gruntworx and drake software this video provides an overview of the features of gruntworx and demonstrates the builtin features of gruntworx in the drake tax software. We went to a seminar where drake was presented to us and mainly based on the price difference, we chose to give drake a try. I support not only their tax software program but several other programs such as their bookkeeping program, secure file pro, drake hosted program, as well as others. A wide range of tutorials, instructional videos, and practice scenarios are provided for drake products. Our customer support representatives answer the phone within seconds to help our clients.
Drake tax software is a tool to prepare and process returns which includes integration with city and federal returns, tax planning tool, a year to year tax analysis, esign and efile features. Drake etraining center etc is an online training resource for all tax preparers. Drake etraining center etc is an online training resource for drake accounting users and all tax preparers. Best i have seen for a tax program even during tax season. Drake software is known for personal and prompt customer service. Service resources drake software professional tax software. During the off season, have tons of stupid busy work, plus have to make cold calls for new clientele. From top class phone support to training and seminars, no wonder we are highly. It provides the tools and support tax professionals need to build their businesses and attract new clients. Drake provides the tools and support tax professionals need to build their businesses.
I helped customers who called in to the companys support line. Cpeaccredited tax and software training for your entire staff. Rely on a team of certified experts to provide software support anytime. Drake software is a complete professional tax preparation program for federal and state returns, business and individual. I am a customer support representative for drake software. Drake websites are switching from efinbased logins to usernamebased logins. Drake provides the tools and support tax professionals need to build their bu. You can also export information into drake tax software, reducing data entry time required to prepare your clients tax return. Drake does not target individuals with its professional products and services. Drakes sites, products and services are intended solely for businesses and not individuals. Our customers know they can rely on drake for comprehensive product excellence and value.
I have learned that when doing customer support that you cannot take it personally. Functional suite of products that get the job done. For this reason, do not blindly invest in popular systems. Please be advised we are not competing with drake tax software, we are providers of their software and services. Drake software the professional tax solution sales 800 8909500 support 828 5248020. Freeagent vs drake tax software 2020 comparison financesonline. Learn the basics of drake accounting and drake tax software, and earn cpe by taking online courses and webinars. Here at cloudwalks we have 24x7 free technical support, please reach us anytime we are always happy to help you. We provide you, as a visitor on our sites, the ability to manage your cookie settings.
Successful completion of the annual federal tax refresher aftr course counts toward the voluntary annual requirement for obtaining an irs annual filing season program afsp record of completion for the upcoming filing season. Contact us drake software professional tax software. A marketleading software solution may have thousands of subscribers, but does it provide what you require. Drake tax, part of drake software, is well suited for small to midsized accounting firms. I learned things about taxes and how to work with a tax software. Drake software is widely known for reliability and amazing customer service. Drake software has prepared me for the accounting world by learning the ins and outs of tax software, how items are calculated, and using instructions and publications to determine why the amounts are showing.
Both telephone and email support is available, with extended support hours available during tax season. An extensive list of email support addresses, including those for statespecific support, is available in the drake software support address book at help email in the software. When it comes to utax software support, i must say they have an a1 team. Management at this call center was very well driven and was able to communicate with each employee when needed. When your purchase is complete, return to the drake software program and click the tax research icon in the toolbar to use thetaxlibrary. Drake software is an excellent tax compliance product, offering a variety of deployment. If you have not set up a user account, you must sign in with your efin and efile password.
Choose from a variety of locations or attend a webcast of a live session. Its time to move to the cloud application hosting powered by high performance computing servers. When the software is acquired through us we provide 24 hours tax support during the tax season for any help needed with the software and its counterparts, anytime, anywhere. Support email can be sent directly from the software. I love the fact that they dont have long wait times.
Review drake tax security information for information about changes to the software login procedure starting in drake16. The traditional drake tax program is installed on workstations or firm servers with support for any number of users, while the company also offers a hosted desktop solution and two webbased. Account and serial numbers if you are installing drake02 drake11 from the download center online at the drake support website, a serial number is not required. Drake software customer service phone number 828 5248020. Drake software is a toptier provider of professional tax and accounting software. Templates make the creation of a chart of accounts easy, but drake accounting also allows you to create a custom chart of accounts either by editing an existing one or creating one from scratch. Likewise, you may compare their general user satisfaction rating. Forms 940, 941, 941ss, 944, 943, 945, w2, w3, 1099, 1096, and 1098 can be filed electronically using drake accounting. Annual federal tax refresher aftr course drake etc.
Export to drake tax export from drake accounting to the clients tax return in drake tax. General email addresses technical support accounting client services sales. Drake software products have both hosted and webbased solutions and offer extensive functionality to help the clients prepare returns quickly. Accessible and useful resources for drake accounting. These new user accounts will be used to access the drake support website, the enterprise office manager eom, the online ef database, and the download center. Easy to use and saves my firm hours each month in contract creation. Drake software is an affordable, allinclusive professional tax preparation system with unlimited efiling, including multiple state returns. If you are a new customer, your efile password was included in the email confirming your purchase. Most problem solving involved with helping a client enter information in the software or answer general tax questions. Drake software wants to make sure that you know how to use our products. Drake software customer service phone number 828 524. If you received a drake demo disk at a drake seminar or on the drake software website, you have the most recent demo. Cch prosystem fx vs drake tax 2020 feature and pricing. Live training drake software professional tax software.
Drake tax offers telephone and email support, with extended support hours available during tax season. Monday friday 8 am 10 pm est, saturday 8 am 6 pm est. Topics and continuing education available for cpas. Chat support is available under help drake chat support.
Drake s staff is dedicated to assisting our clients until satisfaction. Taxfiler is corporate tax software, and includes features such as tax filing, and tax forms. If you use drake tax software, youre already answering questions for clients and are willing to help them, but may lack sufficient inhouse staff or technical expertise. Irs solutions software vs drake tax 2020 feature and. Please enter your username and password to sign in to your account. In late april, the software for the prior tax year is made available for download to demo customers. For urgent problems, please contact drake support at 828 5248020. To use thetaxlibrary with drake software 2019, click here to purchase a 201220 subscription to thetaxbook weblibrary when your purchase is complete, return to the drake software program and click the tax research icon in the toolbar to use thetaxlibrary. The software isnt hard to use, the userinterface looks fancy, and the customer support is great and responsive. Email center click any of the email links below to get assistance in that category. Quickbooks hosting on the cloud remote access to quickbooks pro, premier, enterprise, accountant and pos.
Upon signing in, you will have the opportunity to update your account information, submit a bank. Base constantly updated and enhanced with troubleshooting help and business strategies and software issues, to the latest tax news. Send an email to these drake software departments directly, or reach out to us using the contact info at the bottom of your screen. Take another step towards paperless with scriptel with drake esign continued. Remember to opt for the software that best matches your most crucial needs, not the software with the most robust features. Support for spreadsheets import and export spreadsheet lists of employees, vendors, customers, sales tax records, journal entries, and charts of accounts. Online support drake software s support website support. This software is so user friendly and allowed us to reach our goal of implementing fixed fees. Secure and reliable secure platform for your apps with 99. Drake tax vs practice ignition 2020 feature and pricing.
For questions about drake software products and services, you can contact drake support. When first moved to development side, i loved it, then got moved under a different manager and everything went down hill. Online support drake softwares support website support. View video introducing gruntworx in 30 seconds gruntworx technology will take your unorganized data, organize, sort, tab, and return to you in a bookmarked pdf file. When you visit our website, we store cookies on your browser to collect information. I thought it would be worthwhile to the rest of the world to share our experience with drake software as we tried to switch from pro series for the 2014 tax season.
Youre willing to work with specialists to develop strategies for your client, and to be involved. Drake by drake software tax prep wolters kluwer by wolters kluwer tax prep ultra tax by thomson reuters. Drake provides the tools and support tax and accounting professionals need to build their businesses and attract new clients. Average support call response times of less than 10 seconds. At present 11182019, drake 2018 is the most recently available demo software. Learn your way, through webinars and selfstudy courses. Efiling drake software helped pioneer efiling in 1986. Host with the best awardwinning cloud solutions trusted by.
See the eps website for additional options and support hours. Strong integrations between your apps is the most powerful way to create a streamlined workflow for your business. Drake s sites, products and services are intended solely for businesses and not individuals. The tax analyst uses skills and experience in tax preparation, tax research, quality assurance, and customer support to work in a crossfunctional team of programmers and software testers that are responsible for the planning and delivery of multiple drake tax software products.
Customer support representatives are available even during the height of tax season. Drake tax from drake software is wellsuited for small to midsized. Drake software is a toptier provider of professional tax preparation software. To help, we offer classroomstyle training sessions on both our drake tax and drake accounting programs. Drake is software is really so easy to use, i been working on this software for about 2. The admin will set up all other user accounts for the account.
Drake software makes tax and accounting software and my job as a csr was to help assist clients with any issues or questions they had about the software. December 2, 2019 april 17, 2020, april 18, 2020 december 1, 2020. You can call at drake software toll free number 800 8909500, write an email, fill out a contact form on their website. In addition to current tax information, it provides. Drake software takes pride in being an allinclusive tax compliance system that can work for many different businesses. For security, privacy, and legal policy, and terms of use, go to s. A typical day at drake software was answering phone calls and helping clients with tax software and a few tax questions.
1081 767 1072 1361 830 23 1481 144 32 781 1098 1058 343 719 1322 442 1391 658 209 98 512 751 511 115 833 76 904 1060 1326 1026 1582 210 12 1012 1275 854 1305 582 529 689 890 287 672