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Drake Workflow

Automate Your Drake Tax Firm Workflow

Replace spreadsheets and manual tracking with automated workflows that keep your entire team aligned during tax season and beyond.

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.

Drake prepares returns. But who manages the workflow?

Drake is built for tax preparation, not for managing your team’s workload, tracking deadlines across hundreds of clients, or assigning returns to staff. That is where ZentroBiz comes in.

Workflow features for Drake firms.

  • Return tracking

    See every tax return’s status in real time, from intake to filing to delivery.

  • Staff assignments

    Assign returns to preparers and reviewers with automated routing rules.

  • Priority queues

    Automatically prioritize returns by deadline, complexity, or client type.

  • Deadline monitoring

    Track filing deadlines across all clients with automated reminders and alerts.

  • Real-time dashboards

    Firm-wide visibility into return progress, staff workload, and bottlenecks.

From spreadsheets to automated workflows.

Most Drake firms track returns in Excel, manually updating rows and sending status emails. ZentroBiz replaces that with a workflow engine that tracks every return for you.

Before

  • ✕Manual status updates
  • ✕Email-based assignments
  • ✕No deadline visibility

With ZentroBiz

  • ✓Automated return tracking
  • ✓One-click staff assignments
  • ✓Deadline alerts & dashboards

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

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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.