Bank products are an additional payment option that can be configured within drake tax. A refund transfer fee and all other authorized amounts will be deducted from the. If your customers choose to have their tax refund loaded to a prepaid card there is no cost for the product. Get inperson, handson training for drake software professional tax products. Starting in drake17 the banking setup process has changed to help prevent a mismatch of setup and banking information. Integrated products gruntworx, secure file pro, esign. One return can include federal and state returns, as well as extensions, for one taxpayer or joint return. The refund transfer is an optional tax refundrelated product offered by metabank, n. As a company, drake software was first marketed in 1977. We specialize in quick and accurate tax refunds and bank products. Both a desktop version and a 100% webbased version are available to meet the needs of your company. Build your practice drake software professional tax. This means you can save various versions of a return, such as the amended. Bank products provide a variety of beneficial features to taxpayers.
Jul 14, 2007 drake tax software is currently one of the best tax software available in the market. Use the drake enterprise office manager eom, your online tool for. Customers can choose from prepaid visa card, direct deposit or a check printed in your office, and you can get your fees deposited the same day. Toprated ultratax cs and atx both showed improvements in ease of. If your customers choose to have their tax refund loaded to a prepaid card there is no cost for the. 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. Efiling of tax return is required to be eligible for the product. There are no separate modules, and everything is included at one low price.
Drake tax software vs xero 2020 comparison financesonline. A refund transfer fee and all other authorized amounts will be deducted from the taxpayers tax refund. The software is a web application, and runs entirely in your internet browser. The bank that you select may also require additional steps. You can view general information about their tax products by logging. Webbased solutions drake software professional tax. Drake tax software is currently one of the best tax software available in the market. Choose whats best for your business from our suite of easy advance. If you are a new customer, your efile password was. Please enter your username and password to sign in to your account. Secure client file exchange portals for your practice, so you and your client can exchange confidential tax documents securely and conveniently. 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.
See additional pricing details for drake tax below. From the very beginning, the tax division has been dedicated to. Tax products group formerly santa barbara offers nonloan products refund transfers. The e1 prepaid card is available with tpg products. Both webbased options offer only 1040 preparation, with support for all states, efiling and bank products. Drake software includes technology developed for the capability to utilize bank product offering to taxpayers. Sometimes clients do not have the money to pay your fees up front. Tax return embossed and foil center cut top tab navy taxaids software compatible folders are guaranteed to work with drake, taxslayer, crosslink, taxwise, accutax and refu. Drake provides the tools and support tax professionals need to build their bu. Bank products allow your clients to deduct your tax preparation fees directly from their refund. It was the installation program that ive seen before with choosing the states. If you are a new customer, your efile password was included in the email confirming your purchase. Drake zero pricing is an affordable, flexible way for standalone tax offices to buy returns.
Our website aims to equip tax professionals with the most complete, reliable, and current information on the best professional income tax software and bank products available on the market. Before tax season begins, preseason cash advances are made. Product terms and conditions are subject to change without notice. Since 20, drake software, atx, and intuit proseries have consistently ranked first, second, and third on this feature. Tax products group eps financial refund advantage republic bank refundo. 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 does not target individuals with its professional products and services.
Choose drake accounting forms edition for a direct data entry program designed to. For instance, here it is possible to match drake tax softwares overall score of 8. Our software is the fastest, easiest, and most efficient professional tax software solution for highvolume tax offices. Once your efin is confirmed, the banking setup will also be autofilled. Tax preparation software and bank products page 11. Tpg enrollment instructions for drake software customers.
Secondly, taxpayers gain access to their refund through a variety of convenient. When you visit our website, we store cookies on your browser to collect information. Bank products provide cashaccess to tax professionals via feebased, noninterest bearing business cash advances. Toprated ultratax cs and atx both showed improvements in ease of use, as did gosystem tax rs and intuit proseries. Step by step enrollment instructions or renewal instructions for drake software customers looking to enroll with santa barbara tax products group tpg. Build your practice drake software professional tax software. Drake accounting is a groundup rebuild of drake software s accountingpayroll application using the latest in computer technology. A bank product is a disbursement option for your clients tax refund from federal and state agencies. Drake software customers looking to enroll with santa barbara tax products.
Sigma 1040ez tax software sigma 1040cl tax software sigma 1040dr tax software sigma 1040tw tax software managed services creative services. To ensure that you acquire the most efficient and productive tax software for your business, you should compare products available on the market. Five states require that preparers not charge additional fees for taxpayers with bank products. This means you can save various versions of a return, such as the amended return and the original. Bank products professional tax software sigma tax pro. Choose whats best for your business from our suite of easy advance options. 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. This leads to sending countless invoices and waiting weeks or months to get paid. Building on a legacy of over 20 years of industry leadership, tpg, in cooperation with its banking partners, offers quality financial products to the efile industry that satisfy consumers needs, are priced.
Enter an addon fee as part of the bank application, if. Tpg serves consumers nationwide with taxrelated financial products and services. Save time and money by automating data entry, investment trades, and. 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. If you have not set up a user account, you must sign in with your efin and efile password. Efiling drake software helped pioneer efiling in 1986.
Secure client file exchange portals for your practice, so you and your client can exchange confidential tax documents securely and cobeniently. Its also known as a refund transfer or settlement solution. Drake ventures incorporated turning workload into workflow. But by working with our system, you can easily match the features of drake tax software and xero including their general score, respectively as. I am pretty sure that drake, taxware, proseries, taxwise, lacerte, taxworks red gear. A bank product, or refund transfer, is a solution that tax preparers can offer to their clients.
I thought it would be worthwhile to the rest of the world to share our experience with drake software as we tried to switch from pro series for the 2014 tax season. Ive seen others mention it, i think the price quoted requires using bank products i dont use bank products. The refund transfer is an optional tax refundrelated. Javascript must be enabled for the correct page display skip to main content. Drake software is a toptier provider of professional tax preparation software. Preparer application for bank products drake software. The tax division has been partnering with independent tax professionals to offer tax related bank products for over thirty years. Those states are arkansas, illinois, maine, maryland, and new york. Pricing comparison based on advertised 2019 tax season bank fees for a refund transfer direct deposit with federal refund and are subject to change. Upon signing in, you will have the opportunity to update your account information, submit a bank. Available products vary by provider, but include refund advances, direct deposit checks federal and state, and prepaid debit cards. It rapidly grew from a family tax practice into a national brand by providing tax professionals with.
Returns are based on the taxpayer, not the tax form. Drake accounting is a groundup rebuild of drake softwares accountingpayroll application using the latest in computer technology. There are no state or subsequent deposit fees charged to the customer. Prepare any tax return, personal or business, federal or state. Firstly, with all bank product use, there is no need for taxpayers to pay any upfront fees due to the tax office. 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. 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. Drake software training the professional tax solution.
Tpg is also known as the santa barbara tax products group. Tax preparation software and bank products page 12. Buy drake drake software professional tax software. 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. Licensee shall utilize a bank facilitated and approved by drake to process all bank products for taxpayers served by licensee sites during the term. Our website aims to equip tax professionals with the most complete, reliable, and current information on the best professional income tax software and bank products available on the. Bank products are available, so you can offer multiple refund options. Drake tax software is a comprehensive, allinone professional tax solution that has been developed by tax preparers for tax preparers.
The banks listed above offer tax products through drake tax. Industryleading bank product programs built for your tax office. 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. New features for drake tax 2016 from drake software. Drake software the professional tax solution sales 800 8909500 support 828 5248020. Buy drake accounting drake accounting drake software. Slip sheet folders and envelopes 12750b multitax folder. From the very beginning, the tax division has been dedicated to carrying on river city banks tradition of quality customer service and providing the products our customers depend on at a great value.
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