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.

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.
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
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.
How firms move onto hosted Drake Tax
Most firms worry migration will disrupt an active season. Here’s exactly what happens, in order.
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.”
Data encrypted in transit and at rest
Multi-factor authentication on every login
Point-in-time recovery, always current
Independently audited security controls
Information security management (facility level)
Payment data handling standards (facility level)
Uptime SLA — your team isn’t locked out during peak filing weeks.
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
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.
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.
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 Tax | Installed Locally | |
|---|---|---|
| Multi-preparer access | Same instance, from any device or location | Tied to whichever workstation has Drake installed |
| Hardware | Runs on our managed servers — nothing to buy | Requires a dedicated in-office machine or server |
| Maintenance & updates | Handled for you, including backups and monitoring | Falls on your firm’s own IT time |
| Adding seasonal preparers | Add a user instantly, scale back after the deadline | Limited by available workstations and licenses |
| Disaster recovery | Automated, redundant backups, off your premises | Depends entirely on your own backup discipline |
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
99.9% Uptime
Universal Printer, Adobe Reader, MS Word & Excel
Daily Backups
24/7 Server Monitoring
Popular
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
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.
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.
U.S.-Based SupportLive help during tax season, when a delayed response isn’t an option.
Free TrialTest your actual Drake Tax workflow in the hosted environment first.
Transparent PricingSimple per-user pricing — no hidden setup fees or long-term lock-in.
Migration Handled For YouWe move your data, EFIN, and settings without disrupting an active season.
Dedicated ResourcesYour firm’s performance never degrades because of another client’s usage.
All Your Software, One PlaceDrake Tax alongside QuickBooks, Lacerte, ProSeries, and ATX.
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.
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.
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.”
“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.”
Common questions about Drake Tax hosting
Is Drake Tax hosting secure enough for client tax data?+
Can multiple preparers work in Drake Tax at the same time?+
What happens to my EFIN and existing data when I switch?+
Will Drake Tax look or work differently once hosted?+
Is there a minimum contract length?+
Can I run Drake Tax alongside other tax or accounting software?+
Can I print directly from hosted Drake Tax to my office printer?+
Can I access hosted Drake Tax from a Mac or tablet?+
What is the uptime guarantee during tax season?+
How is pricing structured for Drake Tax hosting?+
What support is available if something goes wrong?+
What certifications does your hosting infrastructure hold?+
Where are your data centers located?+
Does hosting satisfy the FTC Safeguards Rule’s WISP requirement?+
Does the FTC Safeguards Rule actually apply to a small tax practice?+
Can I see proof of your certifications before switching?+
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.
