Drake Tax Integrations

Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

Verito provides secure, dedicated cloud hosting and managed IT services designed specifically for tax and accounting professionals . Clients host their accounting or tax software on Verito’s private servers and access it remotely from anywhere, at any time, on any device . The platform delivers enterprise‑grade security and a 99.995 % uptime guarantee, so firms can confidently work during the busiest tax season without disruption.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

Document management, workflow, and portal solution with integrations to accountants and tax professionals. Doc.It Suite software helps tax and accounting firms stay organized by streamlining digital processes and automating them. This increases efficiency, workflows, and profitability and minimizes risk when dealing with financial documents.

As a leading provider of third-party hosted QuickBooks solutions, we have earned the trust of CPAs, accountants, and small to mid-sized business owners throughout North America, Europe, Asia, and Australia. Our deep understanding of hosting requirements allows us to deliver exceptional security, convenience, authenticity, affordability, mobility, and accessibility. Our cloud-based services are not only fast but also secure and dependable. We support all QuickBooks versions, including the US, Canadian, and UK editions of QuickBooks Pro, Premier, and Enterprise, ensuring we accommodate even the latest version, QuickBooks 2021, along with all software updates at no additional cost. With QuickBooks Pro Hosting, managing your business becomes seamless and free from significant IT challenges. Our services include comprehensive backups, spam protection, and virus protection, ensuring your data remains safe and sound. We provide clear and straightforward pricing options tailored to fit the unique needs of your business. Additionally, our dedicated customer support team is always available to assist you with any inquiries or challenges you may face.

QuickBooks hosting allows users to access the same desktop QuickBooks application anywhere and at any time. This facilitates team collaboration and enables them to run an efficient and fast accounting operation. Multiple users can work together in one database. It removes the need to purchase expensive hardware and software resources, back up the data, as well as other data and resource management operations. Hosting a desktop version on the cloud of QuickBooks allows users to inculcate enterprise-grade protection for their resources, which is often not possible for small business owners. Ransomware and other threats are making it difficult to maintain top-notch security. A good backup practice will ensure that business critical data integrity is maintained at the highest level. Users do not have to pay extra for it. QuickBooks Hosting is used by over 5K users in the USA. Users can check it out with a 7-day free trial, with no CC.

StanfordTax leverages artificial intelligence to enhance and simplify the collection and organization of tax information for accounting firms. It seamlessly integrates with leading tax software solutions, such as CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect, allowing for the rapid importation of prior-year data for thousands of clients. The platform then crafts tailored questionnaires for each client, incorporating prior year figures, document checklists, and only posing pertinent questions while bypassing those that are not relevant. After clients provide their information and necessary documents, StanfordTax generates a comprehensive PDF workpaper, where documents are systematically categorized, bookmarked, and ordered, while client responses are meticulously structured. It accommodates over 30 different document types, including W-2 forms, various 1099s, and 1098s, ensuring a wide range of tax documentation is supported. Furthermore, to ensure data security, we implement the Advanced Encryption Standard (AES 256) for encrypting data at rest, alongside 256-bit SSL encryption for the protection of data during transmission, thereby maintaining the integrity and confidentiality of client information. With these advanced features, StanfordTax not only optimizes the workflow for accounting professionals but also enhances the overall client experience.

Get started on your cryptocurrency tax preparation and access a free summary without any restrictions on the number of transactions, exchanges, or wallets. As the 2019 tax season approaches, the IRS is requiring all taxpayers to disclose their involvement with cryptocurrency or "virtual currency." You can seamlessly integrate LukkaTax with your preferred traditional software to ensure precision, as it is the choice of professionals for accuracy. Consider refiling to potentially recover funds from your previous year's tax returns. LukkaTax has conveniently organized the files from the most popular exchanges and wallets, allowing you to simply drag and drop without needing to decipher various formats. Many alternatives can prove to be unreliable in this regard. While Lukka does utilize APIs in some of its other products when appropriate, tax reporting demands accuracy, so why take the chance of overlooking a transaction? Just drag and drop your files with ease. LukkaTax not only aids you in identifying and sorting through various scenarios, but it also ensures that you have done everything possible to maximize your cryptocurrency for tax reporting, giving you peace of mind in the process. This thorough approach allows you to feel confident in your financial decisions come tax time.

Rightworks is a comprehensive IT solution tailored for accounting and tax firms that streamlines cloud hosting, cybersecurity, and fully-managed IT support into a single, easy-to-use platform. Designed to enhance productivity and security, it offers secure access to accounting applications such as QuickBooks Desktop and QuickBooks Online with robust single sign-on capabilities. Over 10,000 accounting firms, including more than half of the top 25, trust Rightworks for its specialized focus on their unique needs. The platform actively prevents 1.5 million cyber threats monthly through round-the-clock monitoring by dedicated IT security experts. Rightworks has more than two decades of deep accounting industry experience, making it uniquely qualified to anticipate and solve challenges facing firms today. Customers benefit from award-winning, 24/7 support that ensures business continuity and quick issue resolution. By consolidating IT services, data protection, and app management, Rightworks helps firms future-proof their operations in a rapidly evolving digital landscape. Their goal is to simplify technology management so accountants and tax professionals can work smarter and safer.

Cloud 9 consolidates all essential business and accounting software into the cloud, allowing for enhanced productivity and seamless collaboration at a significantly reduced cost compared to your current IT solutions. You can easily and securely access your desktop applications from any device and location, and our services are compatible with your existing printers and scanners. Our committed in-house support team is always ready to help with any IT requirements, serving as your singular point of contact. By utilizing our cloud-hosted solutions, clients often experience savings of up to 70% compared to traditional in-house or outsourced IT services. Specifically designed for accounting and tax firms, Drake Tax Hosting offers a quick and dependable experience without the high costs related to on-premises installations. Tax professionals can enjoy the convenience of accessing their work from anywhere globally, with each client receiving a dedicated system to ensure optimal performance. Additionally, we prioritize security by housing our servers in highly protected facilities, ensuring your data remains safe and secure at all times. This comprehensive approach not only streamlines operations but also enhances overall efficiency for businesses seeking reliable cloud solutions.

Truss serves as an automated platform designed specifically for tax professionals, streamlining the workflow associated with tax documentation. Its features encompass the entire document lifecycle by enabling secure requests, organization, annotation, delivery, and storage of client files efficiently. The platform employs AI-driven, client-tailored checklists based on tax preparation software to ensure that clients only receive requests relevant to their needs; it automatically sorts and intelligently renames files uploaded by clients, converts various image formats into tax-preparation-friendly PDFs, and supports e-signatures for convenience. Additionally, it sends automatic reminders to clients and allows for hassle-free uploads without requiring account creation. Truss seamlessly integrates with popular tax preparation tools such as Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX to enhance usability. With a strong emphasis on security, Truss maintains SOC 2 certification and incorporates AES-256 and Bcrypt encryption, adheres to OWASP-style standards, and guarantees that client data is never utilized to train any large-scale models. This commitment to security and efficiency makes Truss an invaluable asset for tax professionals seeking to optimize their operations.