The new service integrates directly into existing professional workflows, enabling tax preparers to enroll clients during the initial filing phase. By shifting the responsibility of post-filing support to the software provider, firms can reduce the time spent navigating complex correspondence and audit requirements. According to Chief Customer Officer Alice Curry, the move is part of a broader strategy to transition from a pure software provider to an end-to-end practice management platform.
This expansion targets the entire client journey, moving beyond intake and preparation into the post-filing stage. Customers can now access the service through their existing DrakeSoftware.com accounts. The company aims to consolidate various workflow solutions into a single interface, providing practitioners with increased visibility into their practice operations while offering clients additional security during tax-related disputes.

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