Drake Tax Hosting

HomeDrake Tax Hosting

Drake Tax Cloud Hosting

Access Drake Tax from anywhere, anytime.

Securely hosted in the cloud with high availability, bank-grade encryption, and zero IT headaches — running the same Drake Tax your team already knows.

✓99.9% Uptime SLA✓Encrypted & Backed Up Daily✓U.S.-Based Support
Drake Tax cloud hosting illustration with security shield, cloud sync, and encrypted server icons
Why Cloud Hosting

Same Drake Tax. No local server.

Drake Tax is a favourite among small and midsize firms for its pricing, speed, and form coverage — but it was built around a Windows desktop install. Firms that want to work from a Mac, support a remote team, or scale past one office outgrow it. Hosting solves that without changing the software: your returns, client data, EFIN setup, and add-on modules run on a secure remote server your team reaches from any device.

01

Work From Anywhere

Prepare and review returns from home, a client site, or on the road — any device, any time of year.

02

Multi-User Collaboration

Preparers, reviewers, and admin staff work in the same instance simultaneously — no version conflicts, no emailed backups.

03

No Local Server Headaches

Skip the cost of an in-office server, workstation upgrades, and manual backup routines.

04

Built-In Disaster Recovery

Automated, redundant backups mean a crashed laptop never puts a filing deadline at risk.

05

Seasonal Scalability

Add seasonal preparers during tax season, scale back after — pay only for what you use.

06

Zero Learning Curve

Your team logs in and Drake Tax looks and behaves exactly as it does today.

Built For Tax Professionals

Everything you already use — without the limits

✓
Full Forms LibraryFederal and multi-state returns including 1040, 1120, 1120-S, 1065, 1041, plus specialty forms like 5471 and 8865.
✓
Integrated Client ManagementDrake Documents and Drake Portal work exactly as installed — secure document exchange, e-signatures, payments.
✓
Double-Entry Accuracy ChecksCross-referencing data entry and diagnostic error scanning work identically in a hosted environment.
✓
E-Filing & Workflow TrackingFile federal and state returns and track status through Drake’s built-in workflow manager.
✓
Add-On Module SupportTax planning tools, amortization schedules, and multi-year comparisons run without extra configuration.
IN SHORT

Hosting simply relocates the Windows environment Drake Tax was built for. There’s no re-training and no workaround — your team logs in and gets to work.

Migration & Onboarding

How firms move onto hosted Drake Tax

Most firms worry migration will disrupt an active season. Here’s exactly what happens, in order.

01
We schedule around your seasonMigration is planned for a low-volume window on your calendar, not forced onto you during a filing crunch.
02
Your data and settings move as-isClient files, prior-year returns, and preparer settings transfer to your hosted environment exactly as they are today.
03
Your EFIN and e-filing setup stay the sameNo re-registration with the IRS — you e-file from the hosted server using your existing EFIN.
04
Your team logs in and starts workingPreparers connect through an encrypted remote session; Drake Tax looks and behaves exactly as it does on a local install.
Security & Compliance

Security you can show clients

Tax data is the most sensitive information your firm handles — Social Security numbers, income records, bank details. Our Drake Tax environment is built around IRS Publication 4557 and FTC Safeguards Rule–conscious practices, giving you documentation for your own compliance obligations. When a client asks how their data is protected, “hosted with SOC 2 Type 2 controls” is a very different answer than “on the front-desk PC.”

256-BIT ENCRYPTION

Data encrypted in transit and at rest

MFA

Multi-factor authentication on every login

DAILY BACKUPS

Point-in-time recovery, always current

SOC 2 TYPE 2

Data centre infrastructure controls

ISO 27001

Information security management

PCI DSS

Payment data handling standards

99.9%

Uptime SLA — your team isn’t locked out during peak filing weeks.

Data Centers

Secure server locations, close to you

Our data centres sit in low-risk zones shielded from natural disasters, with enterprise power, cooling, and network redundancy — positioned to keep latency low no matter where your team logs in from.

Phoenix, Arizona— Primary West Coast facility
Ashburn, Virginia— East Coast redundancy site
Atlanta, Georgia— Southeast regional facility
Hosting vs. Local Install

Drake Tax Hosting vs. Running Drake Tax Locally

Hosting keeps the same Drake Tax license and interface your firm already uses and moves where it physically runs. Here’s how that compares to keeping Drake Tax on an in-office machine or server.

Hosted Drake TaxInstalled Locally
Multi-preparer accessSame instance, from any device or locationTied to whichever workstation has Drake installed
HardwareRuns on our managed servers — nothing to buyRequires a dedicated in-office machine or server
Maintenance & updatesHandled for you, including backups and monitoringFalls on your firm’s own IT time
Adding seasonal preparersAdd a user instantly, scale back after the deadlineLimited by available workstations and licenses
Disaster recoveryAutomated, redundant backups, off your premisesDepends entirely on your own backup discipline
Pricing

Drake Tax hosting plans for every firm size

Transparent per-month pricing — no hidden setup fees. Switch tiers anytime as your firm grows through tax season.

Starter
Solo preparers
$80/mo
✓

2 Users

✓

2 Apps Included

✓

6GB RAM · 10GB SSD

✓

99.9% Uptime

✓

Universal Printer, Adobe Reader, MS Word & Excel

✓

Daily Backups

✓

24/7 Server Monitoring

Most
Popular
Growth
Firms during peak season
$150/mo
✓

5 Users

✓

3 Apps Included

✓

8GB RAM · 30GB SSD

✓

99.9% Uptime

✓

Universal Printer, Adobe Reader, MS Word & Excel

✓

Daily Backups

✓

24/7 Server Monitoring

Enterprise
High-volume tax practices
$300/mo
✓

12 Users

✓

4 Apps Included

✓

10GB RAM · 40GB SSD

✓

99.9% Uptime

✓

Universal Printer, Adobe Reader, MS Word & Excel

✓

Daily Backups

✓

24/7 Server Monitoring

Need a custom setup? Get a tailored quote for your firm’s user count and storage needs.

Why Cloud Innovics

One hosting partner for your whole practice

We host Drake Tax alongside QuickBooks, Lacerte, ProSeries, and ATX — so your entire firm runs in one managed environment instead of scattered across servers and vendors.

01

U.S.-Based SupportLive help during tax season, when a delayed response isn’t an option.

02

Free TrialTest your actual Drake Tax workflow in the hosted environment first.

03

Transparent PricingSimple per-user pricing — no hidden setup fees or long-term lock-in.

04

Migration Handled For YouWe move your data, EFIN, and settings without disrupting an active season.

05

Dedicated ResourcesYour firm’s performance never degrades because of another client’s usage.

06

All Your Software, One PlaceDrake Tax alongside QuickBooks, Lacerte, ProSeries, and ATX.

Client Testimonials

Trusted by firms who can’t afford downtime

“We migrated our whole firm’s Drake Tax setup mid-season and didn’t lose a single day. The team handled our EFIN and client data transfer without a hitch.”

Marcus Patel · EA, Patel Tax Group

“Having five preparers working in Drake Tax at once, from three different states, used to be a scheduling nightmare. Now everyone just logs in and works.”

Sandra Chen · CPA, Chen & Associates

“The uptime during filing season has been rock solid, and knowing our client data sits behind SOC 2 Type 2 security makes it an easy answer when clients ask.”

David Whitfield · Whitfield Tax Services
FAQs

Common questions about Drake Tax hosting

Is Drake Tax hosting secure enough for client tax data?+
Yes. Your hosted environment runs on infrastructure with 256-bit encryption, multi-factor authentication, and SOC 2 Type 2 controls, which meets or exceeds what most firms run locally.
Can multiple preparers work in Drake Tax at the same time?+
Yes. Hosting supports simultaneous multi-user access, so preparers, reviewers, and admin staff can all work in the same Drake Tax instance without version conflicts or emailed backup files.
What happens to my EFIN and existing data when I switch?+
We handle the migration of your EFIN setup, client data, and Drake Tax configuration during onboarding, timed around your schedule so it does not disrupt an active filing season.
Will Drake Tax look or work differently once hosted?+
No. Hosting relocates the same Windows environment Drake Tax already runs on, so the software looks and behaves exactly as it does on a local install. There is no retraining required.
Is there a minimum contract length?+
No. Plans are billed month-to-month — scale up, scale down, or cancel as your firm’s needs change, with no long-term lock-in.
Can I run Drake Tax alongside other tax or accounting software?+
Yes. Many firms host Drake Tax alongside QuickBooks, ATX, Lacerte, or ProSeries in the same managed environment, so client data moves between systems without extra exporting.
Can I print directly from hosted Drake Tax to my office printer?+
Yes. Universal printing lets you print from your hosted Drake Tax session to any printer on your local network, the same as a local install.
Can I access hosted Drake Tax from a Mac or tablet?+
Yes. Since Drake Tax runs on a remote Windows server, you can connect from a Mac, Chromebook, or tablet using a remote desktop connection, not just a Windows PC.
What is the uptime guarantee during tax season?+
Your hosted environment is backed by a 99.9% uptime SLA, so your team has reliable access during peak filing weeks when downtime is least affordable.
How is pricing structured for Drake Tax hosting?+
Plans are priced per month based on user count, RAM, and storage, from a Starter plan for solo preparers up to Enterprise for high-volume practices. There are no hidden setup fees.
What support is available if something goes wrong?+
U.S.-based support is available, including 24/7 priority support on Growth and Enterprise plans, so issues during filing season get resolved quickly rather than sitting in a queue.
What certifications does your hosting infrastructure hold?+
SOC 2 Type 2, ISO 27001, HIPAA compliance, PCI DSS, and SSAE 18 Type 2 (SOC 1).
Where are your data centers located?+
Phoenix, Arizona is our primary facility, with redundancy sites in Ashburn, Virginia and Atlanta, Georgia.

Ready to host Drake Tax in the cloud?

Start a free trial today, or talk to our team about migrating your existing setup before your next filing deadline.