Bank products for drake software

We provide you, as a visitor on our sites, the ability to manage your cookie settings. If your customers choose to have their tax refund loaded to a prepaid card there is no cost for the product. Bank products are available, so you can offer multiple refund options. Efiling drake software helped pioneer efiling in 1986. Sigma also offers a full range of bank products that can be used to ensure a best in class customer experience. When the bank processes the refunds, the fees will be taken out as follows. This leads to sending countless invoices and waiting weeks or months to get paid. Drake software is the smart choice for tax professionals. Build your practice drake software professional tax software. Bank products bank products are an additional payment option that can be configured within drake tax. Upon signing in, you will have the opportunity to update your account information, submit a bank. 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.

Easy advance plus losses in excess of 5% may result in forfeiture of ero incentives. Com aims to equip tax professionals with the most complete, reliable, and current information on the best. A bank product, or refund transfer, is a solution that tax preparers can offer to their clients. 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. One return can include federal and state returns, as well as. To successfully acquire the most helpful and productive tax software for your firm, you should compare products available on the market. Drakes sites, products and services are intended solely for businesses and not individuals. Top rated by cpa practice advisor 3 years in a row.

The intuitive interface allows you to be more productive and saves you time during tax season. We specialize in quick and accurate tax refunds and bank products. Jul 14, 2007 drake tax software is currently one of the best tax software available in the market. 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. Technologically advanced, accurate, and easytouse software at affordable prices. 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. 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. Compare taxslayer vs drake tax software 2020 financesonline. Industryleading bank product programs built for your tax office. If you are a new customer, your efile password was included in the.

The easiest to use, most complete professional tax software for cpas and small firms. Drake does not target individuals with its professional products and services. Available products vary by provider, but include refund advances, direct deposit checks federal and state, and prepaid debit cards. The e1 prepaid card is available with tpg products.

Preparer application for bank products drake software. Choose drake accounting forms edition for a direct data entry program designed to produce quarterly federal and state payroll forms, as well as endofyear federal forms 94x, w2, and 1099s, and their state equivalents. 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. Drake software customers looking to enroll with santa barbara tax products. As a company, drake software was first marketed in 1977.

Technology fees may apply as well, and vary by bank. Buy drake accounting drake accounting drake software. Easy advance plus losses in excess of 5% may result. 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.

Our software is the fastest, easiest, and most efficient professional tax software solution for highvolume tax offices. Bank products allow your clients to deduct your tax preparation fees directly from their refund. A bank product is a disbursement option for your clients tax refund from federal and state agencies. Above all, it provides you a fast and secure way to offer your clients all of refundos products. Jun 07, 2017 bank product overview and setup duration. Choose drake accounting forms edition for a direct data entry program designed to produce quarterly federal and. Fees for other optional products or product features may apply. Secondly, taxpayers gain access to their refund through a variety of convenient. Get comprehensive coverage and authoritative reports on tax legislation with wolters kluwer books and publications a trusted leader in tax research. Tax preparation software and bank products page 12.

Please enter your username and password to sign in to your account. 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. One return can include federal and state return s, as well as extensions, for one taxpayer or joint return. Privacypolicythisprivacy%noticeisdesignedtoanswer%your%questionsabout%the%informationdrake%software% collectson%itswebsites. Drake zero pricing is an affordable, flexible way for standalone tax offices to buy returns. Both webbased options offer only 1040 preparation, with support for all states, efiling and bank products.

If you have not set up a user account, you must sign in with your efin and efile password. Forms 940, 941, 941ss, 944, 943, 945, w2, w3, 1099, 1096, and 1098 can be filed electronically using drake accounting. 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. Returns are based on the taxpayer, not the tax form. New features for drake tax 2016 from drake software education on vimeo.

The bank that you select may also require additional steps. 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. Drake tax software is a comprehensive, allinone professional tax solution that has been developed by tax. Pricing comparison based on advertised 2019 tax season bank fees for a refund transfer direct deposit with federal refund and are subject to change. Tpg is also known as the santa barbara tax products group. Prepare 1040 returns online with drakes web tax software, offering flexible plans for. Tpg enrollment instructions for drake software customers. One return can include federal and state returns, as well as extensions, for one taxpayer or joint return. There are no separate modules, and everything is included at one low price.

Build your practice drake software professional tax. Clients can receive their refunds quicker and easier choosing from direct deposit, in office. Drake tax software is a comprehensive, allinone professional tax solution that has been developed by tax preparers for tax preparers. Rated easiest to use in the tax advisers annual tax software survey. Sometimes clients do not have the money to pay your fees up front. Easy advance office pay and customer pay losses in excess of 2% may result in forfeiture of ero incentives. Our dashboard is 10 years in the making and continuously getting better. For example, here it is possible to match taxslayers overall score of. Republic bank makes it easy to choose the pricing plan that works best for your business. Drake software includes the following in its array of oneprice packages.

Keep your account secure using 2fa twofactor authentication. Webbased solutions drake software professional tax. Both a desktop version and a 100% webbased version are available to meet the needs of your company. A state only product cannot be processed when selecting an advance product with or without rt. 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. Drake provides everything you need to offer bank products, a popular and easy way. Drake software the professional tax solution sales 800 8909500 support 828 5248020. Integrated products gruntworx, secure file pro, esign. You can view general information about their tax products by logging. Firstly, with all bank product use, there is no need for taxpayers to pay any upfront fees due to the tax office. How to use bank products with crosslink 1040 professional tax.

A refund transfer fee and all other authorized amounts will be deducted from the taxpayers tax refund. No separate modules to buy drake tax includes all federal and state packages for individual and business returns. Drake software blog for tax pros, covering tax, irs news, and more. Licensee shall utilize a bank facilitated and approved by drake to process all bank products for taxpayers served by licensee sites during the term. Bank products provide a variety of beneficial features to taxpayers. If you are a new customer, your efile password was included in the email confirming your purchase.

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. Its also known as a refund transfer or settlement solution. Privacypolicythisprivacy%noticeisdesignedtoanswer%your%questionsabout%the%informationdrake% software % collectson%itswebsites. Taxact professional tax software pro tax preparation software. Drake software includes technology developed for the capability to utilize bank product offering to taxpayers. The banks listed above offer tax products through drake tax. Drake s sites, products and services are intended solely for businesses and not individuals. 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. Tpg serves consumers nationwide with taxrelated financial products and services. Jun, 2017 bank product overview and setup drake software. We are a tax software company that tweets on federal and state tax issues, the irs, efile, and bank products for tax professionals. Drake tax software is currently one of the best tax software available in the market. Enhance your tax knowledge and earn cpe by taking online tax courses and webinars.