Drake Software • Tax & Compliance

Drake Tax support for CPA and accounting firms.

Drake Tax is a widely used professional tax preparation platform, popular with small and mid-size firms for its speed and value. As a locally installed application, Drake depends on a healthy network, a properly sized file server, and a disciplined backup strategy. We support Drake Tax deployments end to end: installation, multi-user network configuration, year-end updates, and performance tuning so the software stays fast through peak filing season.

Deep expertise in accounting software
23+ years supporting CPA firms
Founded by practicing CPAs

Sound Familiar?

Common Drake Tax issues we solve.

These are the Drake Tax problems we see most often at CPA firms, and the ones we've gotten very good at fixing.

Drake Tax slow performance over the network during tax season

Multi-user file locking and conflicts on shared drives

Year-end software update and prior-year installation problems

Drake Documents and Drake Portals integration issues

Data file backup and recovery configuration

Workstation setup and printer mapping for new staff

What We Support

Comprehensive Drake Tax coverage.

Drake Tax (installation, network, and multi-user setup)

Drake Documents and Drake Portals

File server sizing and performance tuning for Drake

Year-end updates and prior-year tax software management

Backup and disaster recovery for Drake data files

Workstation deployment and staff onboarding

Drake Tax is right for:

  • Small and mid-size CPA firms running Drake Tax
  • Firms that need reliable network performance during filing season
  • Practices standardizing their tax software environment
Tech Advisors specializes in the accounting industry, which has been invaluable to us. They know Drake Tax and the other software our firm uses without us having to explain anything. Their responsiveness during tax season has been exceptional.
AL
Alan LaPierre
CPA, MST, Partner
Coles & Bodoin, LLP

Drake Tax Support

Get Drake Tax working the way it should.

Free assessment includes a review of your current Drake Tax setup, performance baseline, and specific recommendations for improvement.

Deep Drake Tax expertise
23+ years serving accounting firms
No obligation, no sales pressure

Drake Tax Support

Tell us what's not working with Drake Tax.

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Drake Tax Support

Drake Tax expertise, built for CPA firms.

Tech Advisors knows Drake Tax. And we know the way accounting firms actually use it.

Fixed monthly pricing
Response in 15 minutes
Free, no obligation
Call UsFree Assessment