Meet ZentroWorx
A review-first tax operations workspace and Windows companion for firms that use Drake Desktop.
ZentroWorx brings tax-document extraction, staff review, Drake-ready import preparation, e-file visibility, returns, and extensions into one connected firm workflow.
ZentroWorx · from the product
Run Tax Season from One View
See return readiness, staff priorities, available credits, and work that needs attention across the firm.
- Clients and Folder Sync
Keep Every Client Connected
Find synced clients, monitor folder activity, and manage supported Drake client workflows from one workspace.
- Controlled Preparation
Review Before Drake
Move supported source documents through a clear work queue, resolve warnings, and approve data before creating a Drake-ready import file.
- How it connects
ZentroWorx is a Windows companion to the ZentroBiz web app. It connects firm-authorized workstations to supported Drake Desktop workflows while keeping staff review in the middle.
Only approved information moves into supported Drake Desktop import workflows.
Built around structured data and staff review
ZentroWorx is designed around structured extraction, explicit staff review, and supported Drake-ready import preparation so the firm stays in control before data moves into Drake.
Firm-Wide Tax Dashboard
See return activity, acceptance and rejection status, refund and balance-due totals, and multi-year trends in one workspace.
Review-First Tax Extraction
Extract supported tax-document data into a review workspace where staff can verify uncertain values before anything is prepared for Drake.
Drake-Ready Import Packages
Prepare structured import packages for supported Drake workflows through the ZentroWorx Windows companion - without blind keystroke automation.
E-File Status Monitoring
Monitor federal and state acknowledgments, surface rejections that need attention, and review filing activity by client and tax year.
Returns and Extensions
Keep return summaries, extension requests, due dates, and status changes connected to the correct client and filing year.
Secure Windows Companion
Connect supported Drake Desktop workflows through a staff-authorized Windows application designed for controlled firm access.
A clear handoff at every stage - with staff approval before export.
Prepare for Drake
Create the supported Drake-ready import package and continue the return in Drake Desktop.
Designed for supported Drake Desktop environments
ZentroWorx uses a staff-authorized Windows companion. The workstation or supported hosted environment must provide access to the required Drake Desktop folders and import workflow.
- Windows companion application
- Drake Desktop compatibility
- Staff review before export
- Available now
See how ZentroWorx fits your tax workflow
Tell us about your Drake environment and tax-season process. We will show you how ZentroWorx fits your firm.
- How can we help today?
- ParaFort Support · Online
Drake Software is a registered trademark of Drake Software, LLC. ZentroBiz and ZentroWorx are independent products and are not affiliated with or endorsed by Drake Software.
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Turn IRS Signals Into Timely Follow-Up. Centralize supported IRS alerts so the firm can review, prioritize, and respond from a connected workspace.
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Learn more ›See ZentroWorx in your firm.
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