The e1 prepaid card is available with tpg products. Drake instructors will guide you through engaging and informative courses designed for beginners and veterans alike. As a company, drake software was first marketed in 1977. If you are a new customer, your efile password was. Build your practice drake software professional tax software. Available products vary by provider, but include refund advances, direct deposit checks federal and state, and prepaid debit cards. Drake software training the professional tax solution. Drake provides everything you need to offer bank products, a popular and easy way to add revenue to your tax season, while giving your customers options to receive their.
Drake software is a toptier provider of professional tax preparation software. The information collected might relate to you, your preferences or your device, and is mostly used to make the site work as you expect it to and to provide a more personalized web. Submit new bank application for a new bank application, select save and finish later to save an incomplete bank application, or select submit. Com aims to equip tax professionals with the most complete, reliable, and current information on the best professional tax software and bank products available on the market. Efiling drake software helped pioneer efiling in 1986. We specialize in quick and accurate tax refunds and bank products. Choose whats best for your business from our suite of easy advance. This leads to sending countless invoices and waiting weeks or months to get paid.
Tpg serves consumers nationwide with taxrelated financial products and services. If you are a new customer, your efile password was included in the email confirming your purchase. Forms 940, 941, 941ss, 944, 943, 945, w2, w3, 1099, 1096, and 1098 can be filed electronically using drake accounting. A bank product is a disbursement option for your clients tax refund from federal and state agencies. Drake partners with several banks to offer bank products. Buy drake accounting drake accounting drake software. Easy advance plus losses in excess of 5% may result in forfeiture of ero incentives. Drake accounting is a groundup rebuild of drake software s accountingpayroll application using the latest in computer technology.
There are no separate modules, and everything is included at one low price. Tax preparation software and bank products page 12. Drake provides everything you need to offer bank products, a popular and easy way. If you have not set up a user account, you must sign in with your efin and efile password.
It rapidly grew from a family tax practice into a national brand by providing tax professionals with. Leading professional tax software and best in class technical and tax prep support. If you have not yet decided on bank product offerings, please let us know if we can help you to. Sometimes clients do not have the money to pay your fees up front. Save time and money by automating data entry, investment trades, and. Bank products provide a variety of beneficial features to taxpayers.
Step 1 after logging on to the drake website, to complete a bank application for a sub office, a service bureau must click on suboffices and the sub offices will be listed at the bottom of. Both webbased options offer only 1040 preparation, with support for all states, efiling and bank products. Drake software includes the following in its array of oneprice packages. One return can include federal and state returns, as well as extensions, for one taxpayer or joint return. Drake software customers looking to enroll with santa barbara tax products. Tpg charges a processing fee in addition to the document prep fee if selected. Drake tax software vs simpletax canada 2020 comparison. Drake reserves the right to limit or deny licensee access to the software and features of the software, including electronic filing of tax returns, processing of bank products or other functionality, if drake determines in drake s sole discretion, that licensee has violated any provision of this agreement or transmissions or communications. Before tax season begins, preseason cash advances are made.
Our software is the fastest, easiest, and most efficient professional tax software solution for highvolume tax offices. The document prep fee is only available if you are partnering with tpg or refundo. Hosted drake software can satisfy all of a business tax preparation and filing needs. Jul 14, 2007 drake tax software is currently one of the best tax software available in the market. Bank products allow your clients to deduct your tax preparation fees directly from their refund. Drake software is an allinone professional tax software that gives tax professionals and accountants the tools they need to prepare personal, business, state and federal tax returns. Integrated products gruntworx, secure file pro, esign. Technology fees may apply as well, and vary by bank. Drake reserves the right to limit or deny licensee access to the software and features of the software, including electronic filing of tax returns, processing of bank products or other functionality, if drake determines in drake. Drake provides everything you need to offer bank products, a popular and easy way to add revenue to your tax season, while giving your customers options to receive their refund and pay. Easy advance office pay and customer pay losses in excess of 2% may result in forfeiture of ero incentives. Prepare 1040 returns online with drakes web tax software, offering flexible plans for. Preparer application for bank products drake software. New features for drake tax 2016 from drake software education on vimeo.
Tax returns may be filed electronically without applying for this loan. The bank that you select may also require additional steps. For some reason money was taken out of my taxes and now more money was taken out of my bank account called customer service but couldnt even get a hold. Bank products and tax preparer software for forms 1040, 1120, 1120s including everything you need.
Drake accounting payroll and beyond drake accounting bookkeeping and beyond drake etc. Starting in drake17 the banking setup process has changed to help prevent a mismatch of setup and banking information. A refund transfer fee and all other authorized amounts will be deducted from the taxpayers tax refund. Drake software is a tax sofeware they have all the information on the ral anticipation and of course you will have to fill out the bank application which is santa. Drake provides the tools and support tax professionals need to build their bu. One return can include federal and state returns, as well as. Enter an addon fee as part of the bank application, if desired. Step 1 after logging on to the drake website, to complete a bank application for a sub office, a service bureau must click on suboffices and the sub offices will be listed at the bottom of the screen. Drake does not target individuals with its professional products and services. A refund transfer fee and all other authorized amounts will be deducted from the. A bank product, or refund transfer, is a solution that tax preparers can offer to their clients. Drake etc provides a way to train your entire office on drake software products. May 14, 2020 drake etraining center etc is an online drake related training resource. Fees for other optional products or product features may apply.
Licensee shall utilize a bank facilitated and approved by drake to process all bank products for taxpayers served by licensee sites during the term. Industryleading bank product programs built for your tax office. Bank products provide cashaccess to tax professionals via feebased, noninterest bearing business cash advances. Returns are based on the taxpayer, not the tax form. At refund advantage, we look for solutions to your unique business needs and provide the best tax refund product program to you and your clients. Tpg is also known as the santa barbara tax products group. Secondly, taxpayers gain access to their refund through a variety of convenient.
The software is a web application, and runs entirely in your internet browser. Drake is software is really so easy to use, i been working on this software for about 2. It is our goal to help the independent ero remain competitive by giving you the information and the tools that you need to compete with the national chains. Drake etraining center etc is an online drakerelated training resource. Its also known as a refund transfer or settlement solution. Firstly, with all bank product use, there is no need for taxpayers to pay any upfront fees due to the tax office. Banking refund disbursement options drake software kb. Choose from tax courses that teach basic individual, corporate and partnership tax preparation in drake tax, and practice returns to familiarize yourself with data entry. Please enter your username and password to sign in to your account. Choose drake accounting forms edition for a direct data entry program designed to produce quarterly federal and state payroll forms, as well as endofyear federal forms 94x, w2, and 1099s, and their state equivalents. Drake customers benefit from our wide range of tutorials, instructional videos, and practice returns for drake software products. Bank products allow your clients to deduct your tax preparation fees directly from their. There are no state or subsequent deposit fees charged to the customer.
Drake tax software is a comprehensive, allinone professional tax solution that has been developed by tax preparers for tax preparers. Enter an addon fee as part of the bank application, if. For all transmissions with bank products made between may 1st and october 31st, addon fees will be deposited around the middle of november, after the end of the filing season. How to use bank products with crosslink 1040 professional tax. Drake zero pricing is an affordable, flexible way for standalone tax offices to buy returns. Build your practice drake software professional tax. This addon fee is deducted from the taxpayers refund and held in a separate bank account, from which monthly distributions are made to preparers around the middle of the month from february through may for returns acknowledged as accepted, and fully funded during the preceding month. If banking information is not entered in firm setup the bank screen in data entry will say bank info not set up in firm. When you visit our website, we store cookies on your browser to collect information. To help you learn to use our products, drake software offers classroomstyle training on our drake tax and drake accounting programs. Secure client file exchange portals for your practice, so you and your client can exchange confidential tax documents securely and conveniently. Enhance your tax knowledge and earn cpe by taking online tax courses and webinars.
Upon signing in, you will have the opportunity to update your account information, submit a bank. Drake provides everything you need to offer bank products, a popular and easy way to add revenue to your tax season, while giving your customers options to receive their refund and pay fees. See additional pricing details for drake tax below. Drake software the professional tax solution sales 800 8909500 support 828 5248020. Jun, 2017 bank product overview and setup drake software.
The banks listed above offer tax products through drake tax. Give our professional tax preparation software a test drive. Drake software includes technology developed for the capability to utilize bank product offering to taxpayers. Tpg enrollment instructions for drake software customers. Republic bank makes it easy to choose the pricing plan that works best for your business. Both a desktop version and a 100% webbased version are available to meet the needs of your company. Bank products are available, so you can offer multiple refund options. Live training drake software professional tax software. Choose drake accounting forms edition for a direct data entry program designed to.