Drake Software Unveils Powerful New Tax Workflow Automation Tools

FRANKLIN, N.C., Sept. 16, 2025 /PRNewswire/ -- Drake Software, a leading provider of professional tax preparation solutions, is proud to announce the launch of a new workflow automation suite that optimizes and automates the tax preparer's work and team collaboration across Drake Software products.

The new feature set — Drake Workflow — is built to help tax professionals streamline operations, enhance team coordination, and gain visibility into every return and customer progress throughout tax season.

"Tax professionals are under intense pressure during filing season, and we've heard them loud and clear: they need real-time visibility, fewer manual steps, and tools that actually work together," said Noha Ghazouani, VP of Product Management at Drake Software. "This launch reflects our commitment to solving the real pain points of today's tax offices."

Boosting team efficiency with task, client, and staff tracking

Drake Workflow ties together products in the Drake Software ecosystem, including Drake Tax, Drake Portals, Drake E-Sign, Drake Pay, and Drake Tax Online (Drake's newest online tax prep product), so work moves smoothly across people and products. Users benefit from built-in status updates as they work, eliminating the need to track progress in spreadsheets or guess what task to work on next.

What Drake Workflow does

• Keeps statuses up to date automatically. As work is completed in Drake tools, return status updates on its own — no spreadsheets needed.
• Sends work to the right person at the right time. Tasks route automatically based on status, with built-in flags for items that need attention.
• Shows the big picture at a glance. A clear dashboard lists all client returns and where they stand, so nothing gets lost in the rush.
• Gives teams simple controls. Drag-and-drop status changes, easy task delegation, and quick payment tracking from the client view.

Accelerating Innovation for the Modern Tax Preparation Office

Drake Workflow is the latest in a series of strategic innovations from Drake Software. In recent years, the company has launched:

• Drake Pay – A secure, integrated solution for client payments that simplifies billing.
• Drake Tax Online – A cloud-native solution built for professionals who prefer working online, offering a simple, intuitive interface designed to support newer tax preparers while still carrying forward the trusted accuracy and reliability Drake is known for.

Drake Software raises the bar with tools that continue to cut friction, boost accuracy, and enhance the tax preparer experience while modernizing solutions to meet evolving needs.

The new workflow tools will begin rolling out to users in beta on September 16.

For more information about Drake Workflow, visit: https://www.drakesoftware.com/products/drake-workflow/

About Drake Software
Founded in 1977, Drake Software provides professional-grade tax and accounting software to more than 70,000 firms nationwide. Together, these professionals prepare over 36 million tax returns annually using Drake's trusted solutions. Known for its award-winning customer support and commitment to continuous innovation, Drake consistently earns recognition for quality, value, and reliability. Based in Franklin, North Carolina, Drake equips tax pros with the tools they need to work faster, smarter, and with greater confidence. To learn more, visit www.DrakeSoftware.com.

Media Contact:
Colleen Woods Heikka
Sr. Director, Product Marketing
[email protected]
+1 781 588 6339

SOURCE Drake Software, LLC