Drake Tax automation at a glance
| Does Drake Tax have an API? | Drake does not publish one we would build on. We work from its exports, its portal and your email, and we tell you at the start what that allows. |
|---|---|
| Connects with | Google Sheets, QuickBooks, Gmail, Outlook, TaxDome, Calendly |
| Used by | Tax preparers, Accounting, Bookkeepers |
| What we build | Document checklist per client; Intake form into one sheet; Signature and filing tracker; Status notes to clients; Billing from the work list |
Sound familiar?
What tax offices on Drake Tax tell us before a project starts.
- Half of tax season is emailing clients for the same missing forms.
- We keep a spreadsheet of who has signed the 8879 and who hasn't.
- Clients call to ask whether their return has been filed.
- Intake details get typed in twice, once on the organizer and once in Drake.
- Invoices go out late because the fee list lives in someone's head.
What we build
Each one is a working piece you can open and check when it's done.
Document checklist per client
A list of last year's forms for each client, with a reminder sent for anything not yet received.
n8n, Make and Zapier automationIntake form into one sheet
A web intake form that collects names, dependents and changes once, ready for the preparer to work from.
Google Sheets and Apps Script automationSignature and filing tracker
One board showing who still owes a signature, which returns are filed and which are waiting on the client.
Dashboards and reportingStatus notes to clients
A short text or email when a return moves to filed or accepted, so the phone rings less in April.
n8n, Make and Zapier automationBilling from the work list
Invoices drafted from the returns completed this week and sent through your billing tool for review.
QuickBooks, Xero and HubSpot integrationsOff-season follow-ups
Planning and estimate reminders sent to the clients who need them, on dates you choose.
n8n, Make and Zapier automationWhat we connect it to: Google Sheets, QuickBooks, Gmail, Outlook, TaxDome, Calendly.
Industries that use it: Tax preparers, Accounting, Bookkeepers.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Missing forms reminders
Example: a three-preparer office sends each client a list of the forms still missing, with a second note a week later.
Drake Tax, Google Sheets, GmailExample project
8879 tracker
Example: a seasonal tax office replaces its signature spreadsheet with a board fed from its client list and portal notices.
Drake Tax, Google SheetsExample project
Filed notice
Example: a single-office preparer texts clients when a return is accepted, from a list updated after each e-file batch.
Drake Tax, TwilioNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does Drake Tax have an API?
Drake does not publish one we would build on. We work from its exports, its portal and your email, and we tell you at the start what that allows.
Can you put data into Drake Tax for us?
We aim to get clean, complete intake in front of the preparer rather than write into the return software. Preparers keep control of the return.
Is client data safe in these setups?
We keep tax data in the accounts you already control and use the least access the job needs. We'll go through where each piece of data lives before work starts.
Can this be ready before the season?
Smaller pieces such as reminders and trackers usually can. We scope around your season dates.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.comPushbuild · Automate your business with Pushbuild: pushbuild.com/