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.

    Serve Your Clients

Explore these additional client services to enhance customer value.

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 anticipation loans (RALs), direct deposit checks (federal and state), and prepaid debit cards.

Current bank partners and products:

1st Money Centerwww.1stmoneycenter.com
•    Refund loans for select states

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

•    Refund loan
•    Walmart Direct2Cash

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

River City Bankwww.rcbtaxdivision.com
•    Freedom750 refund advance
•    Refund loan
•    Elevate prepaid 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

Audit Assistance

Protection Plus is an audit assistance add-on service you can sign up to offer to your clients. In addition to helping with IRS audits, Protection Plus helps resolve denied tax credits, rejected ITIN applications, and taxpayer debts, liens and garnishments. Simply put, Protection Plus offers your customers – and you – peace of mind.

Protection Plus works with federal 1040 returns, and Schedules A, C, and E. Spanish-speaking support also available.

Get more details at 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.

Refund Tracking

RefundPoint offers services for giveing your customers tax return and refund status updates, including outbound calls, text messaging, email, toll-free interactive voice response (IVR), and website lookup. There is no software to install or configure and everything is managed online. Once you sign up with RefundPoint, you can set up updates for your customer by entering their phone number or email address on the Drake Software “CALL” screen.

For more information, visit RefundPoint.com or call (888) 848-8877.

Financial Planning Services

The Business Planning Group lets you help your 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.


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