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Online Resources

Click Support.DrakeSoftware.com – for product documentation, software updates, plus access to these online tools:

  • Knowledge Base – Constantly updated and enhanced with troubleshooting help and business strategies and software issues, to the latest tax news. Moderated by Drake employees.
  • State information – Information on reject codes, e-file mandates, addresses, and e-filing explanations and instructions.
  • Viewable EF Database – Real-time status of e-filed returns. Rejected and accepted returns, checks that are available for printing, and multiple reports.
  • Broadcast email – news about Drake updates and happenings in the tax industry.

 

Build Your Practice

Explore these additional client services to enhance customer value and build your practice.

Bank Products

Drake provides everything you need to offer bank products, a popular and easy way to add revenue to your tax season, while giving your customers options to receive their refund and pay fees.

Available products vary by provider, but include refund advances, direct deposit checks (federal and state), and prepaid debit cards.

Current bank partners and products:

EPS Financialwww.EPSTax.net
•    e-Collect fee withholding service
•    e-Advance refund advance
•    e-Bonus refund loan
•    E1 prepaid card
•    Walmart Direct2Cash

Refund Advantagewww.refund-advantage.com
•    Refund Advance
•    Refund loan
•    FasterMoney prepaid card

Refundowww.refundo.com/now
•    Refund loan
•    Walmart Direct2Cash

Republic Bankwww.republicrefund.com
•    Easy Advance
•    NetSpend prepaid card
•    Walmart Direct2Cash

River City Bankwww.rcbtaxdivision.com
•    Refund Advance Feature
•    ELEVATE Prepaid VISA® Card
•    Walmart Direct2Cash

Tax Products Groupcisc.sbtpg.com
•    Prefund refund advance
•    Refund loan
•    Elevate prepaid card
•    Walmart Direct2Cash

Card Payment Processing

Sign up for the E-Pay Merchard Card Processing program to begin accepting your customers’ credit and debit cards as payment for your services.

More information

Financial Planning Services

The Business Planning Group lets you help clients with other financial areas, such as retirement planning, estates, or business succession planning. When you set up a free consultant relationship with the Group, it acts as an extension of your firm, with as little or as much interaction with your clients as you like.

Tax-Smart Financial Services

Every dollar your clients earn or spend may have a tax implication. HD Vest can help you leverage your tax expertise and your knowledge of your clients’ situations to help them plan a tax-advantageous future.

  • HD Vest has successfully helped thousands of tax professionals realize their potential through adding financial services to their tax practices.
  • You will receive service and support from HD Vest, delivered with the same level of passion and commitment as you serve your clients.
  • You will be seamlessly guided through the onboarding process in order to get you up to speed quickly.
  • Their proprietary 1040 Analyst tool integrates seamlessly with Drake Tax, taking your clients’ Form 1040 tax data and creating a customized client report highlighting financial services opportunities.

If you’re ready to help your clients pursue their financial goals through tax-smart planning and investment management, learn more about HD Vest and try a complimentary version of 1040 Analyst Lite sample software.

Audit Assistance

Protection Plus provides Audit Assistance and Identity Theft Assistance to your clients to relieve them of the stress and frustration of receiving a letter from the IRS or state taxing authority or having their identity stolen. As a tax professional, offering Protection Plus to your clients has many benefits:

  • Increase the value of your services
  • Save you valuable time and energy
  • Increase your revenue

Spanish support is available. For more information visit myprotectionplus.com, or at Support.DrakeSoftware.com.

Customer Communications

Versicom Communications offers the following services that help you strengthen customer relationships, improve retention, and grow your business:

  • Return and refund status information by toll-free phone call, website lookup, text message or email.
  • Refer-a-Friend program, putting the power of word of mouth to work for your practice.
  • Touch Point calls – maintain the personal relationship you have with your customers with automated birthday, holiday, and other calls.

For more information, visit abcvoice.com.

THE COMPLETE, ALL-IN-ONE PROFESSIONAL TAX SOFTWARE.

Call Sales at (828) 349-9669 or Toll-Free in Ohio, Tennessee & Kentucky (800) 890-9500

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