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Still Managing Drake Returns With Excel?

Spreadsheets weren’t built to manage a tax firm. ZentroBiz gives you real-time dashboards, automated tracking, and firm-wide visibility, without a single spreadsheet.

Start 14-day trialBook a demo

Requests are reviewed before activation. Submitting a request does not charge a card. Prefer to talk? Call (855) 334-4244.

Why Excel is holding your firm back.

  • Lost updates

    Multiple people editing the same spreadsheet leads to overwritten data, version conflicts, and lost information.

  • Manual tracking

    Every status update requires someone to open the sheet, find a row, and edit it. That does not scale during tax season.

  • Missed deadlines

    No automated alerts. No reminders. If someone forgets to check the sheet, deadlines slip through.

  • Limited visibility

    Firm owners cannot see real-time workload, bottlenecks, or progress without asking each team member.

ZentroBiz replaces your spreadsheets.

ZentroBiz workflow dashboards automatically track returns and tasks. Every return synced from Drake is organized, assigned, tracked, and visible to your entire team in real time.

What you get instead.

  • Automated return tracking from Drake
  • Staff assignments with workload balancing
  • Deadline alerts and priority queues
  • Firm-wide dashboards with real-time data
  • No more shared spreadsheets

Spreadsheet vs ZentroBiz.

Before

  • ✕Manual updates
  • ✕No real-time visibility
  • ✕Version conflicts
  • ✕No alerts or reminders

With ZentroBiz

  • ✓Automated tracking
  • ✓Real-time dashboards
  • ✓Single source of truth
  • ✓Smart deadline alerts

Turn Drake into a complete tax firm platform.

Add client portals, workflow automation, and firm dashboards to the tax software you already use.

Start 14-day trial Book a demo

Or call (855) 334-4244

More for Drake firms

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Drake Software is a registered trademark of Drake Software. ZentroBiz is an independent platform and is not affiliated with, endorsed by, or sponsored by Drake Software.