Same Drake Tax. No local server.
Drake Tax has long been a favorite among small to midsize accounting firms and independent preparers, valued for its affordable pricing, fast workflow, and broad tax form support. But because the Drake Tax application mainly revolves around the desktop version based on Windows, firms that want to work from a Mac, support a remote team, or scale beyond one office often outgrow the local install. Cloud hosting solves this without changing the software you already know. Your Drake Tax environment — returns, client data, EFIN setup, and add-on modules — runs on a secure remote server that your team accesses through a fast, encrypted connection from any device, any location, any time of year.
Work From Anywhere
Prepare and review returns from home, a client site, or on the road — any device, any time of year.
Multi-User Collaboration
Preparers, reviewers, and admin staff work in the same instance simultaneously — no version conflicts, no emailed backups.
No Local Server Headaches
Skip the cost of an in-office server, workstation upgrades, and manual backup routines.
Built-In Disaster Recovery
Automated, redundant backups mean a crashed laptop never puts a filing deadline at risk.
Seasonal Scalability
Add seasonal preparers during tax season, scale back after — pay only for what you use.
Zero Learning Curve
Your team logs in and Drake Tax looks and behaves exactly as it does today.
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.
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.
Security you can show clients
Tax data is some of the most sensitive information your firm handles — Social Security numbers, income records, bank details. A hosting partner should treat that responsibility the way a bank treats deposits, not as an afterthought. Our Drake Tax hosting environment is built around IRS Publication 4557 and FTC Safeguards Rule–conscious security practices, giving you documentation to satisfy your own compliance obligations to clients. For a firm being asked by clients or auditors how their data is protected, “it’s on a hosted platform with SOC 2–aligned controls” is a very different answer than “it’s on the front-desk PC.”
Data encrypted in transit and at rest
Multi-factor authentication on every login
Point-in-time recovery, always current
Data center infrastructure controls
Information security management
Payment data handling standards
Uptime SLA — your team isn’t locked out during peak filing weeks.
Secure server locations, close to you
Our data centers sit in risk-free zones shielded from natural disasters, so your Drake Tax environment stays online when it matters most. Each facility runs enterprise-grade power, cooling, and network redundancy, and is positioned to keep latency low no matter where your team logs in from.
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.
- ✓2 Users
- ✓2 Apps Included
- ✓6GB RAM · 10GB SSD Storage
- ✓99.99% Uptime
- ✓Universal Printer, Adobe Reader, MS Word & Excel
- ✓Daily Backups
- ✓24/7 Server Monitoring
- ✓5 Users
- ✓3 Apps Included
- ✓8GB RAM · 30GB SSD Storage
- ✓99.99% Uptime
- ✓Universal Printer, Adobe Reader, MS Word & Excel
- ✓Daily Backups
- ✓24/7 Priority Support
- ✓12 Users
- ✓4 Apps Included
- ✓10GB RAM · 40GB SSD Storage
- ✓99.99% Uptime
- ✓Universal Printer, Adobe Reader, MS Word & Excel
- ✓Daily Backups
- ✓24/7 Priority Support
Need a custom setup? Get a tailored quote for your firm’s user count and storage needs.
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.
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.
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. Support has been fast every time we’ve needed them.
The uptime during filing season has been rock solid, and knowing our client data sits behind SOC 2-aligned security makes it an easy answer when clients ask.
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.