Product Reviews

Drake Voted Number 1

Drake Tax Earns High Marks in NATP and JoA Surveys

Every year, major publications survey readers to determine how various tax preparation software providers performed during tax season. These surveys are noted for helping tax professionals choose a tax preparation software package and give...

Drake Software Gets Positive Review in New Book

Million-Dollar Tax Business Cites Drake Software as a Key to Success Drake Software received a strong endorsement in Chauncey Hutter, Jr.’s new book, BLOCKBUSTER: How to Build a Million Dollar Tax Business, which recently claimed...

Results of the CPA Practice Advisor 2016 Readers’ Choice Awards

Drake Wins in 6 Categories CPA Practice Advisor recently released the results of their 13th annual Readers’ Choice Awards, which polled close to 7,000 readers on a variety of topics related to tax professionals, including...

Top Tech Gifts for Tax Pros

You’ve already run the holiday checklists:  gifts have mostly been purchased, decorations are up, and your calendar is chock full of holiday parties. What’s left to do for the season?  You could consider the technology...

Drake Leads Industry in Software Satisfaction Surveys

In spite of a year of change and delays, tax preparers and CPAs rated Drake Software at the top of the industry for user satisfaction and other key metrics. According to the IRS, roughly 145.5...

Windows 10 is Built for Small Businesses

Were you to look only at its ad campaign and high-resolution screens, one could easily assume that Windows 10 is primarily for home users.  Under the hood, however, the engine is built for small-to-medium...

Drake Has Top-Rated Conversion Software

In its 2014 annual survey, Sorting Out Software, the National Association of Tax Preparers (NATP) rated, among other things, how well each software package performed in converting client data from other tax programs.  The average...

App Options For Tax Preparers

Survey Results The problem with finding the right mobile apps for accountants and tax preparers is not the number of platforms for which an app must be written and marketed (IOS, Android, Microsoft, Blackberry, and...

Happy 5th Anniversary EPS Financial!

EPS Financial began in 2009 with mounting pressures on the bank product industry. As a large number of bank product providers exited the industry, clearly there was an opportunity for new ideas, for new...

AICPA 2014 Survey of Tax Software

The American Institute of CPAs has released its annual survey of the software CPAs used to prepare 2013 tax returns. A joint project of the Journal of Accountancy and The Tax Adviser, the survey was...


PTIN Renewal Underway Once Again

PTIN Renewal Underway Once Again
A recent federal court ruling that struck down the Internal Revenue Service’s user fee for issuing or renewing Preparer Tax Identification Numbers (PTINs) took away the fee, but left the PTIN itself in service. The renewal of PTINs – without charge – is now...

New Scam Targets Tax Professionals

Security Summit Warns of New Email Scam
The Internal Revenue Service today announced a new email scam from cybercriminals that targets tax professionals. Using a two-stage process, this latest phishing scheme attempts to collect private data from tax preparers.

IRS Announces the First Day of Tax Season, Issues Refund Delay Reminder

IRS Announces the First Day of Tax Season, Issues Refund Delay Reminder
Tax professionals across the country are gearing up for tax season, which the Internal Revenue Service today announced will officially begin on January 23, 2017. The press release included yet another reminder about PATH Act-delayed refunds: taxpayers claiming the Earned Income Tax Credit (EITC) and the Additional Child Tax Credit (ACTC) will not have their refund issued until February 15, 2017.
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