Average Ratings 2 Ratings

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Average Ratings 0 Ratings

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Description

Drake Tax is packed with an array of features designed to streamline the preparation and processing of tax returns for your clients efficiently. This allows you to concentrate on what matters most—engaging with clients and expanding your business. With Drake Tax, you can expedite every aspect of return preparation, ensuring that calculation results and a comprehensive view of the return are just a click away. You have the ability to mark items in any text field, checkbox, or tax form amount as verified, flagged for review, or noted for further examination. If any information for a confirmed item changes, the DoubleCheck feature will promptly flag it for review. In addition, shortcut keys and macros help to simplify the data entry process, significantly reducing the number of keystrokes required. The software facilitates an automatic flow of data from federal returns to state and city returns, while also providing options for overrides when necessary. State and city returns are generated on demand, and it automatically accounts for taxes paid to other jurisdictions. Furthermore, Drake Tax conveniently auto-fills information based on ZIP Code and EIN inputs, enhancing accuracy and efficiency in tax preparation. With all these features combined, Drake Tax becomes an invaluable tool for tax professionals aiming to optimize their workflow.

Description

Automatically gather and organize data from a variety of sources. Flow is capable of interpreting industrial data historians, SQL databases, online data repositories, IoT devices, as well as Excel spreadsheets and text files. In addition, Flow supports manual data input through customizable forms. The Flow Information Platform ensures a singular, accurate representation of your data for effective mining, analytics, and decision-making processes. By leveraging the robust Flow Calculation Engine, you can generate calculated KPI metrics from both collected and manually input data. Implement various calculations such as "roll up," moving window, and predictive analyses for future dates. Enhance the relevance of your KPIs by associating them with production occurrences like batches, shift teams, and product changeovers. Assess your KPIs against established targets or thresholds, highlighting areas that may require further investigation. Ultimately, the Flow Information Platform equips you with comprehensive insights for both operational and strategic decision-making, facilitated through intuitive reports and dashboards that streamline the data interpretation process. This ensures that stakeholders have easy access to critical information for informed decisions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Cloud 9 Hosting Yes 
Cloudwalks Yes 
Doc.It by IRIS Yes 
Rightworks Yes 
Sagenext Yes 
SmartVault Yes 
Soraban Yes 
StanfordTax Yes 
TaxDome Yes 
Truss Yes 
UltimateTax Yes 
Verito Yes 
eCargo No 

Integrations

Cloud 9 Hosting No 
Cloudwalks No 
Doc.It by IRIS No 
Rightworks No 
Sagenext No 
SmartVault No 
Soraban No 
StanfordTax No 
TaxDome No 
Truss No 
UltimateTax No 
Verito No 
eCargo Yes 

Pricing Details

$330.00
Free Trial No 
Free Version No 

Pricing Details

$350.00/month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Drake Software

Founded

1977

Country

United States

Website

www.drakesoftware.com

Vendor Details

Company Name

Flow Software

Founded

2004

Country

New Zealand

Website

www.flow-software.com

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export Yes 
Data Verification Yes 
Electronic Filing Yes 
Exception Notification Yes 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning Yes 

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing Yes 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning Yes 
Tax Filing Yes 
Tax Forms Yes 
Workflow Management No 

Product Features

EDI

AS2 Applications Yes 
AS2 Specification Compliance No 
Archiving & Retention No 
Certificate Management No 
Configuration Data Searching Yes 
Data Format Translator Yes 
Flexible Licensing Yes 
Full Logging Yes 
Labeling Yes 

Integration

Dashboard Yes 
ETL - Extract / Transform / Load Yes 
Metadata Management Yes 
Multiple Data Sources Yes 
Web Services Yes 

Alternatives

Alternatives

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