DR

Tax Preparation

Drake Tax

Connect your tax preparation workflow with TPP.

Import / Export OnlySecure File Exchange

Drake Tax is a desktop-first professional tax preparation suite widely used by small and mid-size firms.

How the connection works

This vendor doesn't publish an open API for third-party software, so TPP supports secure file upload/download and CSV export/import instead of a live connection.

Drake Software does not publish a public partner API for third-party practice-management integration. TPP supports secure document exchange and CSV client-list import/export instead of a live connection.

What syncs

Available via file exchange.

Drake Tax doesn't offer a live connection, but you can move data in and out of TPP for it today.

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Other Tax Preparation connections