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.

Drake Client Write-Up is an extensive accounting package with modules for payroll, bookkeeping, contractor payments, accounts payable, accounts receivable, and "on-the-fly" forms.

Drake Client Write-Up is free with the Unlimited version of Drake Software or is available for $295 if you buy the Pay-Per-Return version. Client Write-Up is also available separately for $445. To purchase, call Drake Sales at (800) 890-9500.


  • Provides live and after-the-fact employee payroll with additional portal access available on the Internet. Also included are MICR check printing, direct deposit, e-filing quarterly and yearly employment tax forms, and e-filing Forms W-2 and 1099-MISC.
  • Employee payroll supports direct and indirect tips, and up to 20 additional payroll benefits and deductions per check.
  • Forms 940, 941, 941SS, 941X, 943, 943X, 944, 944X, 944SS and W-2 are supported, as well as all state quarterly unemployment forms. Payroll journal entries can be created from payroll checks entered, to save keystrokes.


  • Set up a custom chart of accounts, import from an existing client or use a template.
  • During setup, change account information as needed, add account levels, enter current budget and
    starting balances, and export to Drake Tax Software.
  • Make journal entries to one of the five separate journals – general, cash receipts, cash deposits, payroll, or budget – or save time and have Drake Client Write-Up do it automatically.
  • Reconcile cash accounts, post monthly transactions and close at year-end, and format financial reports using custom headers, footnotes, and logo.
  • View or further customize any of the financial reports, using most word processors.

Contractor Payments and Accounts Payable

  • Print and track payments (live or after-the-fact) to contractors (1099-MISC) and other payees.
  • Pay contractors by direct deposit, and, for payees, pay by invoice or simply use the check writer with little or no setup involved. At year end, create Forms 1099-MISC and print or e-file when needed.

Accounts Receivable

  • Send invoices and customer statements and post customer payments, penalties, and service charges.
  • Track past-due monies and monitor sales tax liabilities (state, county, and local).

On-the-fly Forms

Create these federal forms for printing or e-filing:

  • Forms 940, 941, 941SS, 941X, 943, 943X, 944, 944SS, 944X
  • Forms W-2, W-2G
  • Form 1098 Mortgage Statements
  • Forms 1099A, A, B, C, DIV, INT, MISC, PATR, R, and S
  • Secure client information by job function: admin, office manager, or data-entry
  • Use spreadsheets to import initial client data: employees, contractors, vendors, customers, chart of accounts, and journal entries
  • Print all forms and documents in PDF format
  • Print mailing labels for employees, contractors, vendors (A/P), and customers (A/R), using 3 1/2” x 1 1/8” roll labels
  • Override the default Payroll General Ledger accounts for an employee or contractor
  • Optionally post payroll journal transactions automatically
  • Optionally print other information on paystubs
  • Enter up to 20 payroll deductions and benefits
  • Maintain options and General Ledger Contractor information independently
  • Indicate contractor default accounts for cumulative entries to the journal and by 1099-MISC box categories
  • Allow clients to initiate and track payment of contractors through the web portal
  • Provide PDF reports to and from clients through the web portal
  • Tutorials are available in English and Spanish.


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