Fiduciary Tax Software.

For the best experience on our site, be sure to turn on Javascript in your browser. The Future of Tax White Paper. Need help choosing a plan? CCH iFirm's unique centralized client database is part of your tax program enabling insightful client services. Fiduciary Tax Software. CCH Axcess Modules. Gain an understanding of the tax implications and compliance changes related to COVID with this must-have guide. Payroll Compliance Reporting.

We regularly perform internal risk assessments and employ external security audits to build comprehensive incident response plans that address even the latest threats. If you're a small business with simpler tax needs, this software just isn't for you. Maximize efficiencies to prepare balances for business tax returns, with the first cloud-based trial balance solution integrated with CCH Axcess. Discover the benefits of CCH Axcess. Help your clients prepare for the future with printable tax plans that compare their tax scenarios across multiple years. Pay only when you file. Cancel your pre-order by December 20th to avoid being charged. Returns purchased but not used by December 31, , will not roll over into the next tax year. Import client data directly into ProConnect and automatically map it to the tax form with the smart Prep for Taxes feature.

We take extra measures to help defend against fraud, including providing tools and educational resources to help you and your clients protect yourselves online. We include federal, state, multstate, and municipal returns, plus e-file, extensions, and amendments—all at no extra cost. Returns purchased but not used by December 31, , will not roll over into the next tax year. Make a smooth transition with our Easy Start program. From the start of the new year until mid-April, CPAs and other professionals work hard to make sure individuals and business entities alike get their taxes in order. Like any good software today, Drake Tax is simple to navigate and allows tax preparers to quickly move from one item to the next. Upcoming Webinars. Import client data directly into ProConnect and automatically map it to the tax form with the smart Prep for Taxes feature. Full working version. Rejections are costly in terms of both productivity and reputation, so this feature is reassuring.

CCH Axcess Modules. We regularly perform internal risk assessments and employ external security audits to build comprehensive incident response plans that address even the latest threats. Easy to use time and billing with powerful reporting capabilities. See how firms use best-in-class cloud solutions like CCH Axcess to harness the power of the cloud. When you have to be right. CCH iFirm's unique centralized client database is part of your tax program enabling insightful client services. This streamlines the process on both ends, allowing seamless communication between you and your clients. Preview future innovation Catch a glimpse of advancements we're working on to make your tomorrow even brighter.

Refund policy. Refund estimator: Like our other best picks, Drake Tax provides a refund estimator that runs throughout the process, so you can identify issues affecting your clients' refunds and keep them apprised of your expectations. File or less returns a year? QuickBooks Online Accountant integration Import client data directly into ProConnect Tax and automatically map it to the tax form with the smart Prep for Taxes feature. Try it free. The power of the cloud for Indian CA firms. Product Training. Add ease to your workflow with advanced tools delivered through your web browser. Get on-demand mobile services, real-time collaboration with clients, and current regulatory guidance at your fingertips. Automatic calculation of capital gain.

ET Monday through Friday, and Saturdays from 9 a. Pricing Drake Tax has two main pricing plans for its services. And you can count on us to support you every step of the way. Central time on October 31, Import client data directly into ProConnect Tax and automatically map it to the tax form with the smart Prep for Taxes feature. Flexible document management. Fixed Assets Solutions. Watch Video.

Upcoming Webinars. We are committed to your continuous protection, out of a deep appreciation for your business and your trust. Drake Tax is a thorough, accurate, easy-to-use software application for tax professionals and preparers who cater to small and midmarket clients. Add ease to your workflow with advanced tools delivered through your web browser. It comes with all forms, all federal packages and 48 state packages plus Washington, D. For the best experience on our site, be sure to turn on Javascript in your browser. CCH iFirm. Cancel your pre-order by December 20th to avoid being charged. We take extra measures to help defend against fraud, including providing tools and educational resources to help you and your clients protect yourselves online. The nation's top federal tax resource, includes coronavirus COVID Relief Acts, and pertinent federal taxation changes that affect returns.

QuickBooks Online Accountant integration. Breeze through returns with easy-to-use worksheets and smart filters that simplify your views. For the best experience on our site, be sure to turn on Javascript in your browser. Books and eBooks. Gain an understanding of the tax implications and compliance changes related to COVID with this must-have guide. Central time on October 1, , and 6 p. We take care of all that for you. Connect productivity boosters like Intuit Practice Management and eSignature to your ProConnect software for a customized experience that fits your exact needs. It all comes together for you with ProConnect. To comply with the new e-Privacy directive, we need to ask for your consent to set the cookies.

Cancel your pre-order by December 20th to avoid being charged. SSL Certified Site bit encryption. Your entire purchase amount will not be charged until January On-Demand eLearning. Fiduciary Tax Software. Planning tools: This software's tax-planning features help you compare taxes from year to year. Central time on October 1, , and 6 p. Pay-by-Refund Give your clients an easy way to pay your tax prep fees diretly from their refund, so you get paid fast and they avoid up-front, out-of-pocket costs. Intuit has no obligation to refund all or part of the purchase price for prior purchases of ProConnect or unused returns. Full working version.

To comply with the new e-Privacy directive, we need to ask for your consent to set the cookies. No other refund requests shall be honored. QuickBooks Online Accountant integration. We use cookies to make your experience better. Multiple Logins from Same Account This allows your firm to work on multiple clients at once. We're here for you. Maximize efficiencies to prepare balances for business tax returns, with the first cloud-based trial balance solution integrated with CCH Axcess. Ease of Use Like any good software today, Drake Tax is simple to navigate and allows tax preparers to quickly move from one item to the next.

Common Core Database Client information stays accurate, complete and consistent with a single, integrated database for all CCH Axcess solutions. Purchase discounted returns directly from Intuit ProConnect Tax at pto. Tax Planner Help your clients prepare for the future with printable tax plans that compare their tax scenarios across multiple years. We include federal, state, multstate, and municipal returns, plus e-file, extensions, and amendments—all at no extra cost. Tap into the strength and security of Intuit with professional tax software, practice management and workflow solutions for a best-in-class virtual office. Across the web, customer testimonials regularly sing the praises of Drake Tax's customer service. Discover the benefits of CCH Axcess. Take on any tax scenario with the strength of Intuit on your side. Rejections are costly in terms of both productivity and reputation, so this feature is reassuring. An automated workflow solution with project management and due date tracking capabilities.

Tax preparation, compliance and workflow solution specifically built for the cloud. When you join the ProConnect family, you don't have to worry about hidden fees. Across the web, customer testimonials regularly sing the praises of Drake Tax's customer service. With CCH Axcess you benefit from:. Join tax and software discussions in our online community. Enjoy peace of mind that your data is still here just the way you left it, safeguarded by Intuit's team of security experts, advanced security tools, and monitoring. Import client data directly into ProConnect Tax and automatically map it to the tax form with the smart Prep for Taxes feature. Drake Tax has two main pricing plans for its services. Full working version. Why Drake Tax?

Intuit Practice Management Keep track of all your tasks, emails, and client details in one place that lets you automate workflows, get real-time updates, and stay connected. Dependable Tax Preparation Maintain compliance with ever-changing government tax guidelines and a shifting regulatory environment. We also like that state returns can be prepared directly in Drake Tax without the need for add-ons or other software. Drake Tax has two main pricing plans for its services. Work from anywhere. To comply with the new e-Privacy directive, we need to ask for your consent to set the cookies. CCH iFirm Tax is the only product that lets you see a real-time preview of the returns about to be e-filed to the CRA — letting you know exactly what you are transmitting on behalf of your clients. Modern User Experience Easy to learn and use — No learning curve! Multiple Logins from Same Account This allows your firm to work on multiple clients at once.

Anytime, anywhere access Work on returns and coordinate with clients on any online device with a web browser. Andrew Martins,. Data import: You can easily import data from QuickBooks or Client Write-Up, which simplifies the implementation process. Just like the rest of the population, tax professionals have access to specialized tax filing software that can help other people and themselves accurately file their annual taxes. CCH iFirm's unique centralized client database is part of your tax program enabling insightful client services. Get any document signed securely from any online device, so you can move faster and give your clients the convenience they expect. Beyond its tax preparation capabilities, Drake Tax includes a module that gives you a centralized view of the health and efficiency of your client's business. Try it free. Maximize efficiencies to prepare balances for business tax returns, with the first cloud-based trial balance solution integrated with CCH Axcess.

Adds additional layers of data protection Enjoy peace of mind that your data is still here just the way you left it, safeguarded by Intuit's team of security experts, advanced security tools, and monitoring. Drake Tax is a thorough, accurate, easy-to-use software application for tax professionals and preparers who cater to small and midmarket clients. QuickBooks Online Accountant integration Import client data directly into ProConnect Tax and automatically map it to the tax form with the smart Prep for Taxes feature. Intuit Practice Management Keep track of all your tasks, emails, and client details in one place that lets you automate workflows, get real-time updates, and stay connected. An automated workflow solution with project management and due date tracking capabilities. Central time on October 1, , and 6 p. SecureFilePro: This is Drake Tax's paperless tool that helps you obtain the source documents from your clients that you'll use in the tax preparation process. To comply with the new e-Privacy directive, we need to ask for your consent to set the cookies. We take care of all that for you. ProConnect Tax Online.

Tax Prep Partner Training. It's so deep in its functions that, unless you've worked with its previous iterations, you may need some time to get your bearings. Refund policy. Upcoming Webinars. The accounting profession is changing, and so are the tools you need to meet and exceed client expectations. Customer will be required to provide payment information at the time of the pre-order. See how firms use best-in-class cloud solutions like CCH Axcess to harness the power of the cloud. Settlement Solutions. Get a sneak peek. Connect productivity boosters like Intuit Practice Management and eSignature to your ProConnect software for a customized experience that fits your exact needs.

Beyond its tax preparation capabilities, Drake Tax includes a module that gives you a centralized view of the health and efficiency of your client's business. Read about Intuit security. See all features. Any pre-orders not canceled prior to December 31, will be charged to the credit card on file. Tax Prep Partner Training. Watch Video. Savings calculation based on tax year retail price. Tax preparation, compliance and workflow solution specifically built for the cloud. No software installation required.

Client information stays accurate, complete and consistent with a single, integrated database for all CCH Axcess solutions. And you can count on us to support you every step of the way. While its layout is easy to navigate and intuitive, there are aspects that take some getting used to. Tap into the strength and security of Intuit with professional tax software, practice management and workflow solutions for a best-in-class virtual office. Automatic calculation of capital gain. The nation's top federal tax resource, includes coronavirus COVID Relief Acts, and pertinent federal taxation changes that affect returns. Here's a breakdown of the rest of our coverage:. Modern User Experience Easy to learn and use — No learning curve!

Get an invitation to our exclusive Facebook group. It's so deep in its functions that, unless you've worked with its previous iterations, you may need some time to get your bearings. We take care of all that for you. Any pre-orders not canceled prior to December 31, will be charged to the credit card on file. File or less returns a year? Easy to use time and billing with powerful reporting capabilities. Research Training. Review tools: Mistakes and oversights happen, but Drake Tax has built-in recommendations to help you avoid them and prevent IRS rejection. Pricing Drake Tax has two main pricing plans for its services. JavaScript seems to be disabled in your browser.

Data import: You can easily import data from QuickBooks or Client Write-Up, which simplifies the implementation process. Along with numerous online resources and help materials, Drake Tax maintains a regularly accessible technical support department. Savings calculation based on tax year retail price. JavaScript seems to be disabled in your browser. Get an invitation to our exclusive Facebook group. Drake Tax has the tools needed for any tax professional to do their job quickly and efficiently. Cancel your pre-order by December 20th to avoid being charged. Need help choosing a plan? Tax Planner Help your clients prepare for the future with printable tax plans that compare their tax scenarios across multiple years. A major feature of Drake Tax is SecureFilePro, which allows your clients to electronically fill out the required paperwork and return it directly, streamlining the process and cutting out unnecessary paper copies.

During tax season — Dec. Beyond its tax preparation capabilities, Drake Tax includes a module that gives you a centralized view of the health and efficiency of your client's business. TaxCloud has an ERI license that allows you to directly e-file returns. Preview future innovation Catch a glimpse of advancements we're working on to make your tomorrow even brighter. Read about Intuit security. Modern User Experience Easy to learn and use — No learning curve! File or less returns a year? The nation's top federal tax resource, includes coronavirus COVID Relief Acts, and pertinent federal taxation changes that affect returns.

For Tax Year All Intuit ProConnect Tax returns pre-ordered and purchased are for use during the calendar year and can be used for any tax return supported by Intuit ProConnect. Drake Tax is a thorough, accurate, easy-to-use software application for tax professionals and preparers who cater to small and midmarket clients. Drake Tax has two main pricing plans for its services. Research Training. Import client data directly into ProConnect Tax and automatically map it to the tax form with the smart Prep for Taxes feature. Savings calculation based on tax year retail price. Settlement Solutions. It's so deep in its functions that, unless you've worked with its previous iterations, you may need some time to get your bearings. Breeze through returns with easy-to-use worksheets and smart filters that simplify your views. Beyond its tax preparation capabilities, Drake Tax includes a module that gives you a centralized view of the health and efficiency of your client's business.

Purchase discounted returns directly from Intuit ProConnect Tax at pto. Experience Peak Performance. Please follow in-product instructions to cancel your account. Gain an understanding of the tax implications and compliance changes related to COVID with this must-have guide. A cloud-based solution where all of your audit practice aids for planning, risk assessment, review and team collaboration happens. In the event, you purchase returns after the current Tax Year Service charge date typically early January , Intuit shall issue a refund on unused returns within thirty 30 calendar days from your purchase date. Start Your Tax Return Now. Drake Tax has two main pricing plans for its services. We take care of all that for you.

QuickBooks Online Accountant integration Import client data directly into ProConnect and automatically map it to the tax form with the smart Prep for Taxes feature. We take care of all that for you. When you have to be right. CCH iFirm. ET Monday through Friday, and Saturdays from 9 a. The common database saves time on data entry and reduces errors because you only need to enter data once for it to populate throughout the system. Upon cancellation or the termination of your account, you will not have access to the ProConnect Services, data and other Content you uploaded to the ProConnect Services. Learn How to Move Forward in the Cloud. Maximize efficiencies to prepare balances for business tax returns, with the first cloud-based trial balance solution integrated with CCH Axcess.

When we called customer service, the representative we spoke with was attentive and took the time to walk us through the company's tax program. Fixed Assets Solutions. QuickBooks Online Accountant integration. Maximize efficiencies to prepare balances for business tax returns, with the first cloud-based trial balance solution integrated with CCH Axcess. For the best experience on our site, be sure to turn on Javascript in your browser. Please follow in-product instructions to cancel your account. Connect productivity boosters like Intuit Practice Management and eSignature to your ProConnect software for a customized experience that fits your exact needs. Keep track of all your tasks, emails, and client details in one place that lets you automate workflows, get real-time updates, and stay connected. Paperless options: In addition to SecureFilePro, Drake Tax has other tools to reduce the paper needed to prepare and file client taxes, such as options to share information for revisions and to e-sign and e-file documents. A major feature of Drake Tax is SecureFilePro, which allows your clients to electronically fill out the required paperwork and return it directly, streamlining the process and cutting out unnecessary paper copies.

CCH iFirm Tax is the only product that lets you see a real-time preview of the returns about to be e-filed to the CRA — letting you know exactly what you are transmitting on behalf of your clients. When we called customer service, the representative we spoke with was attentive and took the time to walk us through the company's tax program. We include federal, state, multstate, and municipal returns, plus e-file, extensions, and amendments—all at no extra cost. Refund policy. Drake Tax is a thorough, accurate, easy-to-use software application for tax professionals and preparers who cater to small and midmarket clients. We are committed to your continuous protection, out of a deep appreciation for your business and your trust. Take the hassle out of IT maintenance and save your firm hours each year by applying updates automatically. Central time on October 1, , and 6 p.

Keep track of all your tasks, emails, and client details in one place that lets you automate workflows, get real-time updates, and stay connected. Purchase discounted returns directly from Intuit ProConnect Tax at pto. Get on-demand mobile services, real-time collaboration with clients, and current regulatory guidance at your fingertips. Intuit has no obligation to refund all or part of the purchase price for prior purchases of ProConnect or unused returns. Client information stays accurate, complete and consistent with a single, integrated database for all CCH Axcess solutions. Multiple Logins from Same Account This allows your firm to work on multiple clients at once. Drake Tax has the tools needed for any tax professional to do their job quickly and efficiently. CCH iFirm's unique centralized client database is part of your tax program enabling insightful client services. The accounting profession is changing, and so are the tools you need to meet and exceed client expectations. Try it free.

Payroll Compliance Reporting. Visit Site. With CCH Axcess you benefit from:. Pay-by-Refund Give your clients an easy way to pay your tax prep fees diretly from their refund, so you get paid fast and they avoid up-front, out-of-pocket costs. Any pre-orders not canceled prior to December 31, will be charged to the credit card on file. For the best experience on our site, be sure to turn on Javascript in your browser. Federal Tax Research. Flexible document management. Intuit has no obligation to refund all or part of the purchase price for prior purchases of ProConnect or unused returns.

As a program designed for tax professionals, Drake Tax is packed with features to help you prepare taxes for your clients accurately and efficiently. Client information stays accurate, complete and consistent with a single, integrated database for all CCH Axcess solutions. During tax season — Dec. Drake Tax has two main pricing plans for its services. Fixed Assets Solutions. Anytime, anywhere access Work on returns and coordinate with clients on any online device with a web browser. A major feature of Drake Tax is SecureFilePro, which allows your clients to electronically fill out the required paperwork and return it directly, streamlining the process and cutting out unnecessary paper copies. During the offseason — April 20 to Dec. After 85 returns, the plan automatically converts to the unlimited package.

See all add-on integrations. In the event, you purchase returns after the current Tax Year Service charge date typically early January , Intuit shall issue a refund on unused returns within thirty 30 calendar days from your purchase date. Get an invitation to our exclusive Facebook group. To comply with the new e-Privacy directive, we need to ask for your consent to set the cookies. See all features. Gabrielle Adams. The Future of Tax White Paper. Watch Video.