TAX PLANNER PRO REVIEWS HOW TO
TAX PLANNER PRO REVIEWS PDF

TAX PLANNER PRO REVIEWS PDF

Produce PDF images with the integrated Drake PDF Printer password-protect your files watermark documents as final, review, or draft and preset default descriptions for scanned documents. The Drake Software document manager is a robust information hub for important tax documents, client records, and more. Using Drake Documents, users can store tax return in the document manager. They can encrypt tax returns with a password. With the Drake PDF Printer, users can seamlessly print tax returns to a PDF file. These features include: importing unlimited Form 4562 assets and Schedule D transactions from Excel into Drake Tax entering data from Drake's import-ready trial balance sheet exporting parents' tax information directly to the child's Form 8615 and importing and exporting all K-1 information. Users can also import and transfer data to streamline workflow by using timesaving features.

TAX PLANNER PRO REVIEWS HOW TO

It offers simple navigation so that users can quickly toggle between forms, schedules, and the completed return with clicks or hotkeys.ĭrake Software has flexible data entry so that users can choose how to enter data, define and lock fields, and determine which screens are accessible. Each year, more than 26 million federal and state accepted returns are processed using Drake Software.ĭrake Software has received awards and recognition from the CPA Practice Advisor, the National Alliance of Tax Professionals, the American Institute of Certified Public Accountants, and CPA Journal.ĭrake Software has many features to assist with productivity. More than 50,000 tax professionals nationwide use Drake Software. It is used all across the nation, providing tools for tax planning, analysis, document management, client write-up and much more. It provides the tools and support tax professionals need to build their businesses and attract new clients.ĭrake Software takes pride in being an all-inclusive tax compliance system that can work for many different businesses. It rapidly grew from a family tax practice into a national brand by providing tax professionals with what they need: reliability in software and support.ĭrake Software is a top-tier provider of professional tax preparation software. Drake Tax Software Review by UltimateTax The benefits of using Drake Software.ĭrake Software is an all-in-one professional tax software that gives tax professionals and accountants the tools they need to prepare personal, business, state and federal tax returns.Īs a company, Drake Software was first marketed in 1977.

Tax planner pro reviews