November 2021

Drake online tax software has been one of the most popular software products in the tax industry since the 1970s. Headquartered in Franklin, NC, Drake successfully gained a loyal client base, thanks to its multiple integrations that help tax businesses grow. In this article, we’ll go through everything you’d need to learn about Drake and what may make it a make it a great fit for your tax office.

Everything You’re Looking For
Drake features a robust, user-friendly, intuitive interface that has everything you’re looking for. Whether you’d like to work on individual returns, or business returns, or both; Drake will deliver. It also features a handful of integrations that help you grow your business such as accounting and managing payroll, accepting debit card payments, and more.
Drake Accounting: Managing Payroll and Financial Records
Drake Accounting is the software’s integration for managing financial records and payroll. It allows you to manage payroll and financial records via double-entry accounting. In our Drake professional tax software reviews, we found that, unlike other software products, it is simple, yet doesn’t cut down on accuracy, as some would expect.

GruntWorx: Save Time and Money
With the help of GruntWorx, you can spend your precious time working on more tax returns. GruntWorx is a service that helps you automate tedious and time-consuming tasks such as data entry and organizing documents. It’s a web-based portal, which means you can access it from any device with a supported web browser, upload your documents, choose the service, and let it do the work for you.

SecureFile Pro: Exchanging Documents Securely
SecureFile Pro is a web-based portal that can be used for exchanging documents securely and privately. Most serious tax software providers offer a communication medium for taxpayers and tax preparers to communicate, send documents and check return progress. While some would think it’s better as a web-based portal; most users think it’d be a lot more convenient if it were a mobile app, however, it still functions fine the way it is.

Drake E-Pay: Collecting Payments
Drake E-Pay is Drake’s integration for collecting payments. With Drake E-Pay, you can collect payments via debit and credit cards. Whether you’d like to charge your clients’ cards virtually or use a physical card reader; the integration will work perfectly either way.

Desktop vs Web-based
Drake comes in two versions; the desktop version, which runs on Windows PCs, and the Drake online tax preparation version, which you can run on any device with a supported web browser. Both handle most forms. However, the desktop version was designed to handle more complex returns.

Drake online tax software has been one of the most trusted software products since the 1970s. Headquartered in Franklin, North Carolina, Drake gained a loyal client base thanks to its intuitive, easy-to-use interface, as well as the numerous integrations that would help you grow your business and offer more services; even after the tax season. In this article, you’ll learn more about Drake and its integration so you can make a more informed decision.

Every Aspect Covered
Drake features an intuitive, user-friendly user interface that supports all business needs. Whether you’d like to work solely with individuals, or businesses, or both; Drake will have your needs covered. It also comes with a bunch of integrations that can help you grow your business and offer more services such as managing payroll and more.

Drake Accounting: Managing Payroll
Drake Accounting is Drake’s integration for managing financial records and payroll. It allows tax professionals to manage financial records and payroll via double-entry accounting. In our Drake professional tax software reviews, we found that it’s simple and easy to use when compared to other payroll tools; it also doesn’t cut down on accuracy.

GruntWorx for Time-saving
With GruntWorx, you can save time by automating tedious and time-consuming tasks such as data entry and organizing documents with just a click of a button. GruntWorx is a web-based portal that lets you upload your documents, choose the service, and let it do the work for you while you use your precious time making more money.

SecureFile Pro: Security and Privacy
Most tax software products these days have a mobile app for taxpayers and tax pros to communicate through. These apps can be used for sending and receiving documents, signing documents, and tracking return progress. SecureFile Pro is Drake’s integration for sending documents securely and privately. In our Drake tax software reviews, we found that it would be better if it were a mobile app, however, it still functions just fine as a web portal.

Drake E-Pay: Collecting Payments
Drake E-Pay is an integration for collecting payment. With Drake E-Pay, you’ll be able to collect payments via debit and credit cards. You can also have a physical card sitting at your disk if you prefer to keep it old school, however, the integration functions virtually as well.

Desktop vs Web-based
Drake comes in two versions; the desktop version, which runs on Windows computers, and the web-based version, which you can run on any device with a supported web-browser. While the desktop version is designed to handle more complex tax returns, the web-based version supports most forms and is almost as capable.

The success and longevity of your tax business depend on several factors. The most important one is the tax software you use. In this article, we’ll help you choose the perfect tax software for your needs.

Question 1: What Are Your Needs?
Start by listing everything you’re looking for in a tax software. This will help you come up with a list of professional tax preparer software products. For example, if you’re willing to expand your business after a season or two, any software that doesn’t support multi-locations should be off of your list right from the start. Your list will get shorter based on several criteria. When it comes to tax preparation, tax businesses usually compare professional tax software based on e-filing limits, bank product integration, third party gadget support, and mobile app access.

Question 2: What Do Current and Previous Users Think?
When you try a tax software demo, you get an idea of how it functions; but what you don’t get the chance to see are the long-term issues. This is why we recommend you read as many professional tax return software reviews as possible. This will help you identify the pros and cons of each tax software based on first-hand experience.

Question 3: How Would you Like to Get Paid?
Some tax offices prefer to keep it old school and get paid upfront. However, the most common route these days is getting a professional tax preparation software with bank products integration. This comes with several benefits such as cash advances, start-up loans, and a handful of disbursement methods. Whether your clients would like to get paid via direct deposits, debit cards, or checks; you’ll be able to offer all of these options. It is important to ask the software provider you’re considering whether they support bank products or not.

Question 4: Main Provider or Service Bureau?
The last thing you should decide is whether you’d like to get your software from a main provider or a service bureau. In case you don’t know what the difference is, service bureaus are certified software re-sellers that offer flexibly priced packages while main providers usually charge higher amounts upfront. Service bureaus typically charge higher fees for bank products with less fees to pay upfront. There isn’t an exact standard. We suggest you go through this last professional tax preparation software comparison based on offers you received or found.

Are you still not sure which tax software is right for you? Our website can help you find the perfect software for your needs. We can help you compare software and bank products, as well as find customer reviews to make an informed choice.

Your tax business’ success relies on many factors; the most important of which is the software you use for preparing tax returns. Choosing the right tax software makes all the difference; whether you’re new to the tax industry, or you’ve been doing taxes for a number of years, it is important to compare professional tax software to be sure that your current software is the right choice. In this article, we’ll help you find the perfect software for your business needs.

1. Start by Listing Your Needs
First things first, you need to decide what your main needs are. This will help you put together a list of professional tax preparer software products that work solely for your needs. At first, identify your needs as generally as possible; this will save you time and help you make a quicker decision. For example, if you’re running a high-volume office that relies on paperless technologies such as signature pads and handheld scanners, any software product that doesn’t support your technology should not make your list. When choosing a tax software, tax preparers usually look for the following: e-filing limit, bank product support, third party gadget support, as well as communication means (mobile apps).

2. Read Customer Reviews
When you try a demo of a tax software, you can usually get a good feel of how it looks and works. However, some issues may start to appear after a while. This is why we recommend you read as many professional tax preparation software reviews as you can. This will help you identify the issues and advantages that previous and current users have faced.

3. Payment
The third step is deciding how you’d like to get paid for your services. Professional tax preparation software with bank products is the most common route these days. However, some tax professionals still prefer to get paid upfront. Using bank products comes with several benefits such as cash advances, various disbursement methods, start-up loans, and more. If you’d like to get paid via bank products, you should definitely rule-out software products that don’t support bank product integration.

4. Service Bureau vs Main Provider
In our professional tax return software reviews, we’ve identified the 2 most popular ways to get your tax software; these are via service bureaus or main software providers. While the software is more or less the exact same, the price may differ. Most service bureaus usually charge less for the software upfront, with higher bank product fees. However, there isn’t a standard. We suggest you compare all the offers you find or receive and pick the one that works for your needs.

If you need further help, our website ProfessionalTaxSoftwareReviews.com can help you find software reviews, download demos, compare bank products, and more.

CrossLink tax professional software has been one of the industry’s leaders since the late 1980s. Known for its simplicity, efficiency, and compatability; CrossLink provides everything you’d look for in a tax software. In this article, we will go through the advantages and disadvantages of CrossLink and help you decide whether or not it’d meet your demands.

One Software; Limitless Features
One of the most likable features of CrossLink tax preparation software is the fact that it offers everything you’d need in one software. Unlike other software providers; CrossLink doesn’t have several apps/integrations for different tax preparation requirements. It has everything packed in one robust system that delivers, no matter what you’re looking for.

Easy to Use
Based on user reviews, we found that the software is quite simple and intuitive. It features a point-and-shoot problem-solving mechanism that points out what’s wrong or missing on a tax return and guides you through the process of fixing all the errors with just a click of a button. It also lets you know what you should enter in every field, leaving no guess-work and saving a lot of time.

Third Party Gadgets
Most tax businesses these days prefer to go paperless. This helps save trees and tons of money you’d spend on paper. CrossLink supports gadgets that make going paperless easy such as signature pads and handheld scanners. 

Mobile Apps
CrossLink Professional Tax Software comes with two customizable mobile apps: TaxPass, which taxpayers can use to send documents and track their return progress, and ERO-Go, which you can use to track received documents on the go.

Multiple Locations
If you’re willing to grow your business one day and expand to several locations, it is important to choose a software that would support your growth; CrossLink supports Multiple Location offices. With a type of setup known as ‘Feeder License’, you’ll have full control of everything that happens in your offices, no matter how far they are. With feeder licenses you can:
– Choose preparers’ privileges and access levels. – Decide everything they can and cannot do through their accounts.
– Choose which offices can print checks and which offices can’t
– Everything transmitted through a feeder license goes directly to your main office’s software for a final review before transmitting to the IRS.

Before you make your choice and decide whether or not CrossLink is a good fit for your business, we suggest you get a CrossLink Tax Software free download of a demo to see if it fits your needs. Our website can also help you compare bank products and read user reviews.

CrossLink Tax Tech Solutions LLC has been the choice of thousands of tax offices since the 1980s. Headquartered in Tracy, California; CrossLink garnered a huge client base thanks to its efficiency and user-friendly interface, which offers tax professionals everything they would look for in a compact product without sacrificing accuracy or any other aspect. In this article, you’ll learn more about CrossLink and whether or not it’s a good fit for your business.

Compactability: All in One
CrossLink tax preparation software features a robust, easy-to-use interface that provides efficiency and simplicity at the same time. Whether you’d like to focus on individual tax returns or work with businesses, it will deliver.

User-friendliness
CrossLink comes with a self-explanatory user interface. It features a point-and-shoot error solving mechanism that points out what’s wrong or missing on a tax return and guides you through the process of fixing the errors, which leaves no guess-work for you to do. 

Third-Party Gadget Support
If you’re running a tax business that leans towards paperless technology, CrossLink supports third-party gadgets such as handheld scanners and signature pads flawlessly. Such technologies would save your business a lot of time and money.

Mobile App: TaxPass & ERO-Go
One of the main factors you should consider when choosing a software is communication between taxpayers and tax professionals. CrossLink Professional Tax Software comes with not only a mobile app, but two; one for tax pros and the other for taxpayers. These apps can be used for sending, receiving documents, as well as tracking received documents on the go.

Expand When You Can
If one of your future business plans is to grow and expand to more than one location; CrossLink supports Multi-Location setups. Known as ‘Feeder License’, This type of setup gives you full control of everything that happens in your offices, even if they’re far from where your main office is located:
– Choose preparers’ privileges and access levels. – Decide everything they can and cannot do through their accounts.
– Choose which offices can print checks and which offices can’t
– Everything transmitted through a feeder license goes directly to your main office’s software for a final review before transmitting to the IRS.

This way you don’t have to readjust your whole business to a new system if you expand.

Before you make your choice and decide whether or not you’ll choose CrossLink, we suggest you get a CrossLink Tax Software free download of a demo to see if it fits your needs. Our website can also help you compare bank products and read customer reviews.