Upon signing in, you will have the opportunity to update your account information, submit a bank. Both webbased options offer only 1040 preparation, with support for all states, efiling and bank products. Drake zero pricing is an affordable, flexible way for standalone tax offices to buy returns. Sometimes clients do not have the money to pay your fees up front. Drake reserves the right to limit or deny licensee access to the software and features of the software, including electronic filing of tax returns, processing of bank products or other functionality, if drake determines in drake s sole discretion, that licensee has violated any provision of this agreement or transmissions or communications. Integrated products gruntworx, secure file pro, esign. Drake etraining center etc is an online drakerelated training resource.
One return can include federal and state return s, as well as extensions, for one taxpayer or joint return. Jun 07, 2017 bank product overview and setup duration. Tpg is also known as the santa barbara tax products group. We specialize in quick and accurate tax refunds and bank products. Efiling drake software helped pioneer efiling in 1986. If you have not yet decided on bank product offerings, please let us know if we can help you to. Tax returns may be filed electronically without applying for this loan. Firstly, with all bank product use, there is no need for taxpayers to pay any upfront fees due to the tax office. There are no separate modules, and everything is included at one low price. Privacypolicythisprivacy%noticeisdesignedtoanswer%your%questionsabout%the%informationdrake% software % collectson%itswebsites. Build your practice drake software professional tax software. Jun, 2017 bank product overview and setup drake software. New features for drake tax 2016 from drake software education on vimeo.
A bank product is a disbursement option for your clients tax refund from federal and state agencies. It is our goal to help the independent ero remain competitive by giving you the information and the tools that you need to compete with the national chains. Drake does not target individuals with its professional products and services. Drake provides everything you need to offer bank products, a popular and easy way. The e1 prepaid card is available with tpg products. For example, here it is possible to match taxslayers overall score of. To successfully acquire the most helpful and productive tax software for your firm, you should compare products available on the market. Licensee shall utilize a bank facilitated and approved by drake to process all bank products for taxpayers served by licensee sites during the term. Get comprehensive coverage and authoritative reports on tax legislation with wolters kluwer books and publications a trusted leader in tax research. This leads to sending countless invoices and waiting weeks or months to get paid. Industryleading bank product programs built for your tax office. Our software is the fastest, easiest, and most efficient professional tax software solution for highvolume tax offices. If your customers choose to have their tax refund loaded to a prepaid card there is no cost for the product.
Tpg enrollment instructions for drake software customers. For all transmissions with bank products made between may 1st and october 31st, addon fees will be deposited around the middle of november, after the end of the filing season. Drake reserves the right to limit or deny licensee access to the software and features of the software, including electronic filing of tax returns, processing of bank products or other functionality, if drake. If you are a new customer, your efile password was included in the email confirming your purchase. Drake software customers looking to enroll with santa barbara tax products. We are a tax software company that tweets on federal and state tax issues, the irs, efile, and bank products for tax professionals. A full suite of integrated, cloudbased accounting applications that access the full array of drake software products, including the professional tax solution, payroll and document manager. Taxact professional tax software pro tax preparation software. If you are a new customer, your efile password was included in the. Drakes sites, products and services are intended solely for businesses and not individuals. Republic bank makes it easy to choose the pricing plan that works best for your business. Drake software is the smart choice for tax professionals. Buy drake accounting drake accounting drake software.
Its also known as a refund transfer or settlement solution. Prepare 1040 returns online with drakes web tax software, offering flexible plans for. Drake software includes technology developed for the capability to utilize bank product offering to taxpayers. Available products vary by provider, but include refund advances, direct deposit checks federal and state, and prepaid debit cards.
Our dashboard is 10 years in the making and continuously getting better. Choose drake accounting forms edition for a direct data entry program designed to produce quarterly federal and. Bank products are available, so you can offer multiple refund options. Step 1 after logging on to the drake website, to complete a bank application for a sub office, a service bureau must click on suboffices and the sub offices will be listed at the bottom of the screen. Com aims to equip tax professionals with the most complete, reliable, and current information on the best. Secondly, taxpayers gain access to their refund through a variety of convenient.
Bank products bank products are an additional payment option that can be configured within drake tax. Easy advance office pay and customer pay losses in excess of 2% may result in forfeiture of ero incentives. Clients can receive their refunds quicker and easier choosing from direct deposit, in office check printing, as well as prepaid visamastercard options. Sigma also offers a full range of bank products that can be used to ensure a best in class customer experience. Bank products provide a variety of beneficial features to taxpayers. How to use bank products with crosslink 1040 professional tax. Tpg serves consumers nationwide with taxrelated financial products and services. Drake software is a tax sofeware they have all the information on the ral anticipation and of course you will have to fill out the bank application which is santa barbara bank and sure they have. Fees for other optional products or product features may apply. Drake software blog for tax pros, covering tax, irs news, and more. Com aims to equip tax professionals with the most complete, reliable, and current information on the best professional tax software and bank products available on the market. Build your practice drake software professional tax. The banks listed above offer tax products through drake tax. Jul 14, 2007 drake tax software is currently one of the best tax software available in the market.
Drake tax software is currently one of the best tax software available in the market. Forms 940, 941, 941ss, 944, 943, 945, w2, w3, 1099, 1096, and 1098 can be filed electronically using drake accounting. A state only product cannot be processed when selecting an advance product with or without rt. Easy advance plus losses in excess of 5% may result in forfeiture of ero incentives. Pricing comparison based on advertised 2019 tax season bank fees for a refund transfer direct deposit with federal refund and are subject to change. When the bank processes the refunds, the fees will be taken out as follows. Tax preparation software and bank products page 12.
Above all, it provides you a fast and secure way to offer your clients all of refundos products. Clients can receive their refunds quicker and easier choosing from direct deposit, in office. Top rated by cpa practice advisor 3 years in a row. The easiest to use, most complete professional tax software for cpas and small firms. Rated easiest to use in the tax advisers annual tax software survey.
Technologically advanced, accurate, and easytouse software at affordable prices. Drake software is a tax sofeware they have all the information on the ral anticipation and of course you will have to fill out the bank application which is santa. Compare taxslayer vs drake tax software 2020 financesonline. The intuitive interface allows you to be more productive and saves you time during tax season. See additional pricing details for drake tax below. One return can include federal and state returns, as well as extensions, for one taxpayer or joint return. Easy advance plus losses in excess of 5% may result.
As a company, drake software was first marketed in 1977. It rapidly grew from a family tax practice into a national brand by providing tax professionals with. If you have not set up a user account, you must sign in with your efin and efile password. Preparer application for bank products drake software. Please enter your username and password to sign in to your account. Drake software is an allinone professional tax software that gives tax professionals and accountants the tools they need to prepare personal, business, state and federal tax returns. Drake software includes the following in its array of oneprice packages.
Privacypolicythisprivacy%noticeisdesignedtoanswer%your%questionsabout%the%informationdrake%software% collectson%itswebsites. Drake provides everything you need to offer bank products, a popular and easy way to add revenue to your tax season, while giving your customers options to receive their refund and pay fees. A refund transfer fee and all other authorized amounts will be deducted from the taxpayers tax refund. For all transmissions with bank products made between may 1st and october 31st, addon fees will be deposited around the middle of november, after the end of. Keep your account secure using 2fa twofactor authentication. Both a desktop version and a 100% webbased version are available to meet the needs of your company. One return can include federal and state returns, as well as.
Returns are based on the taxpayer, not the tax form. Drake tax software is a comprehensive, allinone professional tax solution that has been developed by tax. At refund advantage, we look for solutions to your unique business needs and provide the best tax refund product program to you and your clients. Technology fees may apply as well, and vary by bank. Sigma 1040tw service package also includes a premium software solution. Bank products drake provides everything you need to offer bank products, a popular and easy way to add revenue to your tax season, while giving your customers options to receive their refund and pay fees. A bank product, or refund transfer, is a solution that tax preparers can offer to their clients. No separate modules to buy drake tax includes all federal and state packages for individual and business returns.
The bank that you select may also require additional steps. You can view general information about their tax products by logging. We provide you, as a visitor on our sites, the ability to manage your cookie settings. Webbased solutions drake software professional tax. Enhance your tax knowledge and earn cpe by taking online tax courses and webinars. Drake s sites, products and services are intended solely for businesses and not individuals.
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