Drake Tax Integrations

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

Verito offers compliant private cloud hosting and IT services with 100 % uptime and 24/7 live support for tax and accounting professionals.

Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency. Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents. Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users. There are three product options depending on your firms needs. 1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations. 2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage. 3. Doc.It Explore is the starting point for document storage. and includes the PDF editor

We are an industry leader in third-party hosted QuickBooks services and are trusted by CPA, accountants and small and midsized business owners across North America, Europe, Asia and Australia. We fully understand your hosting needs and provide the highest level of security, convenience, authenticity, affordability, mobility and accessibility. Our cloud-based services are fast, secure and reliable. We host all versions of QuickBooks, including the US, Canadian and UK editions of QuickBooks Pro, Premier and Enterprise. We cover all versions of QuickBooks, including the latest – QuickBooks 2021. We cover all software updates at no extra cost. QuickBooks Pro Hosting make it easy to start, run, and manage your business without major IT headaches. You'll have access to our backups, spam protection, and virus protection. We offer a straight forward pricing levels to meet your business’s needs.

Based out of Augusta, Georgia, Sagenext Infotech is a well-established IT hosting company that is committed to helping CPAs, tax and accounting professionals, law firms as well as small and medium businesses with industry-leading cloud hosting solutions. Also, Sagenext is an Intuit Authorized QuickBooks Solution Provider offering genuine licenses for all QuickBooks applications - Pro, Premier, Enterprise, and POS. Moving your mission-critical applications on the cloud gives you and your team the freedom to collaborate, access and work on the same software from anywhere at any time with the same feel and features of the desktop version with added compatibility, scalability, flexibility, security, and cost benefits. Moreover, it eliminates the need of having an elaborative IT infrastructure in-house, which means you do not have to worry about the capital expenditure and the hassles related to the maintenance and management of server resources.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. You can organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

StanfordTax uses AI to automate and streamline tax information collection and organization for accounting firms. It integrates with major tax software (including CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect) and imports thousands of clients’ prior-year data quickly. It then generates personalized questionnaires for each client that include prior year numbers, document checklists, and only ask the relevant questions, skipping irrelevant ones. Once clients submit their info and documents, StanfordTax produces a PDF workpaper; documents are automatically categorized, bookmarked, ordered, and client responses are neatly organized. It supports over 30 document types (such as W-2, various 1099s, 1098, etc.). We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.

Prepare your cryptocurrency taxes and see your summary for free. No limit on number of transactions, exchanges or wallets. For the 2019 tax season, the IRS is explicitly asking ALL taxpayers about their cryptocurrency, or "virtual currency". Use LukkaTax with whatever traditional software you use. Use the software that the pros count on for accuracy. Refile and potentially get money back from previous year returns. LukkaTax has mapped all of the most common exchange and wallet files for you so that you can drag and drop them without having to figure out all of the formats. Simply put, they are unreliable. Lukka does use APIs in some other products when they are appropriate to use, but for tax reporting, why risk missing a transaction? Just drag and drop your files. LukkaTax helps you identify and sort through all of these situations so that you can trust that you've done everything possible to optimize your crypto for tax reporting.

Rightworks is a purpose-built IT platform designed specifically for accounting and tax professionals, offering cloud hosting, data security, and fully-managed IT support. The platform enables secure remote access to essential accounting and business applications like QuickBooks Desktop and QuickBooks Online through single sign-on (SSO). Trusted by over 10,000 firms, including more than half of the top 25 accounting firms, Rightworks focuses on making accounting workflows safer, more productive, and future-proof. Its 24/7/365 security monitoring prevents over 1.5 million cyber threats every month, ensuring uninterrupted business operations. With over 20 years of experience in the accounting industry, Rightworks provides award-winning customer support whenever it’s needed. This comprehensive approach removes technical complexity, allowing accounting professionals to focus on their core work confidently.

UltimateTax is a professional tax preparation software platform used by tens of thousands of tax preparers annually that centralizes robust tools for preparing, reviewing, and electronically filing U.S. federal and state tax returns while helping practices manage client data, compliance, and office workflows with reliability and support for both cloud and desktop environments. It provides interview-style data entry that guides preparers through client interviews, smart diagnostics to catch potential errors before e-filing, automatic prior-year data carry-forward, form-linking for efficient navigation, and support for all 50 states and a wide range of return types, including individual 1040, corporate, fiduciary, partnership, and other miscellaneous forms. UltimateTax offers multiple product tiers, including Online 1040, Desktop 1040, Pay-Per-Return, and combined 1040 + Corporate packages, so firms of different sizes can choose the workflow that fits them.

Cloud 9 brings all your critical business and accounting applications into the cloud so you can increase productivity and collaborate with ease all for a fraction of the cost of your current IT services. Easily access your desktop applications, securely from anywhere on any device. Works with your current printers and scanners. Our dedicated, in-house support team is available to assist with all your IT needs, we act as your single point of contact. Our cloud-hosted services typically result in a 70% cost savings over traditional, in-house or outsourced IT services. Drake Tax Hosting is for accounting and tax firms that want a fast and reliable Drake Tax experience, without having to pay the hefty sums of cash associated with an on-premise installation. Drake Tax Hosting is also for tax professionals who want access from anywhere in the world. Every customer gets a dedicated system. In addition, we keep our servers in highly secured facilities.

Truss is a tax workflow automation platform aimed at tax professionals. It helps streamline the entire document lifecycle: securely requesting, organizing, annotating, delivering, and storing client documents. It uses AI-powered client-specific checklists (drawing from your tax prep software) so each client is only asked for what they need; it auto-sorts and intelligently renames files uploaded by clients; converts image files (jpg, png, HEIC, etc.) to tax-prep-friendly PDFs; supports e-signatures; offers automatic reminders to clients; and allows login-free uploads so clients don’t have to create accounts just to send files. It integrates with tax prep tools like Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX. Security is a strong focus; Truss is SOC 2 certified, uses AES-256 and Bcrypt encryption, follows OWASP-style standards, and ensures client data is never used to train large language models.