Drake 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 SLAEncrypted & Backed Up DailyU.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

Independently audited security controls

ISO 27001

Information security management (facility level)

PCI DSS

Payment data handling standards (facility level)

99.9%

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

Compliance

What the FTC Safeguards Rule and IRS Pub 4557 actually require

The FTC Safeguards Rule (16 CFR Part 314) requires every tax preparer to maintain a Written Information Security Plan (WISP) with specific technical safeguards, not just “reasonable” security in the abstract. IRS Publication 4557 lays out the same expectation from the IRS side, as part of the Security Six preparers are required to implement. Neither document tells you exactly how to satisfy them — that’s usually where firms get stuck.

What examiners actually check

Encryption of client data at rest and in transit
Multi-factor authentication on every account with access to client data
Documented access controls — who can reach client data, and why
A written incident response plan, not just a mental one
Due diligence documentation on any vendor that touches client data

Where this usually breaks down

Most small and mid-size firms don’t fail an audit because they’re careless — they fail because Drake Tax runs on a front-desk PC or an aging in-office server with no documentation trail. There’s no audit log, no written encryption standard, and no answer to “who else has access to this machine.” None of that is a software problem; it’s an infrastructure problem.

Hosting doesn’t replace your WISP — you still need one — but it gives you something concrete to reference in it. A SOC 2 Type 2 report and ISO 27001 certification are documentation you can hand directly to an examiner or a client, instead of trying to describe the security posture of a physical office PC after the fact.

A concrete example: an examiner reviewing your WISP might ask who has admin access to the machine storing client returns, and when that access list was last reviewed. On a hosted environment, that’s a logged, auditable answer in one sentence. On a shared office PC, it usually isn’t an answer at all — it’s a guess.

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.

Buyer’s Guide

7 questions to ask before you host Drake Tax anywhere

Every hosting provider’s homepage looks reassuring. These are the questions that actually separate a real setup from a reseller with a website.

1. Are they independently audited, or just claiming “bank-level security”?Ask for the actual certification names — SOC 2 Type 2, ISO 27001 — not marketing language. A provider that can’t name a specific audit standard usually hasn’t had one.
2. Do you keep your own Drake Tax license, or are you locked into theirs?Some hosts bundle software into their pricing in a way that makes switching providers later expensive or impossible. Confirm you’re bringing your own licence and can take it elsewhere.
3. Is infrastructure sized for your busiest week, or your average one?A server that’s fine in June and crawls in the last two weeks of filing season was provisioned for the wrong week. Ask directly how they handle peak concurrent load.
4. Is migration actually free, or is that an introductory offer?Get it in writing whether free migration applies every time you need it — including if you ever move providers again — not just on day one.
5. Can you reach a person during filing season, or just a ticket queue?Ask what average response time looks like in March specifically, not year-round. Support quality often changes when a provider is at capacity.
6. Where is your data physically hosted, and is there redundancy?A single data center with no failover site is a single point of failure. Ask for named locations, not just “the cloud.”
7. Can you scale users up and down, or are you locked into an annual seat count?Tax practices are seasonal. A provider that only sells annual per-seat contracts is pricing for their convenience, not your filing calendar.

Run through these seven with any provider you’re evaluating, including us — the answers should hold up whether it’s January or June, not just during the sales call.

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 directly. ISO 27001, HIPAA-ready standards, PCI DSS, and SSAE 18 Type 2 (SOC 1) apply at the facility level where our infrastructure runs. See our full data center & infrastructure details →
Where are your data centers located?+
Phoenix, Arizona is our primary facility, with redundancy sites in Ashburn, Virginia and Atlanta, Georgia.
Does hosting satisfy the FTC Safeguards Rule’s WISP requirement?+
Hosting doesn’t replace your Written Information Security Plan — you still need to write and maintain one — but it gives you concrete, auditable infrastructure controls (encryption, MFA, access logging, SOC 2 Type 2 documentation) to reference in it, instead of describing an office PC’s security after the fact.
Does the FTC Safeguards Rule actually apply to a small tax practice?+
Yes. The rule applies to any business that handles consumer financial data as part of tax preparation, regardless of firm size — there’s no small-firm exemption.
Can I see proof of your certifications before switching?+
Yes. Ask for a copy of our SOC 2 Type 2 report or ISO 27001 certificate before signing anything — a legitimate provider will share it without hesitation. We’ll also walk you through what each report actually covers, so you’re not just filing away a PDF you never read.

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.