# Drake Tax offices: less chasing and retyping around the return. ## 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. *Close-up of a person analyzing financial documents using a calculator and pen* Photo: [Bia Limova on Pexels](https://www.pexels.com/photo/financial-analysis-with-calculator-and-documents-33175651/) - 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 automation](https://pushbuild.com/services/workflow-automation.html) ### Intake 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 automation](https://pushbuild.com/services/google-apps-script.html) ### Signature and filing tracker One board showing who still owes a signature, which returns are filed and which are waiting on the client. [Dashboards and reporting](https://pushbuild.com/services/dashboards.html) ### Status 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 automation](https://pushbuild.com/services/workflow-automation.html) ### Billing from the work list Invoices drafted from the returns completed this week and sent through your billing tool for review. [QuickBooks, Xero and HubSpot integrations](https://pushbuild.com/services/accounting-crm-integrations.html) ### Off-season follow-ups Planning and estimate reminders sent to the clients who need them, on dates you choose. [n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html) **What we connect it to:** [Google Sheets](https://pushbuild.com/tools/google-sheets.html), [QuickBooks](https://pushbuild.com/tools/quickbooks.html), [Gmail](https://pushbuild.com/tools/gmail.html), [Outlook](https://pushbuild.com/tools/outlook.html), [TaxDome](https://pushbuild.com/tools/taxdome.html), [Calendly](https://pushbuild.com/tools/calendly.html). **Industries that use it:** [Tax preparers](https://pushbuild.com/for/tax-preparers.html), [Accounting](https://pushbuild.com/for/accounting.html), [Bookkeepers](https://pushbuild.com/for/bookkeepers.html). ## 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, Gmail Example 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 Sheets Example 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, Twilio Not sure where to start? [Start with an Automation Audit](https://pushbuild.com/audit.html). ## 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. ## Related [**TaxDome**Lead intake, client set-up, document collection and reporting for TaxDome firms, connected through Zapier and your other tools..](https://pushbuild.com/tools/taxdome.html)[**QuickBooks**Sync QuickBooks Online with your CRM, job software, store and spreadsheets, and cut the manual entry and cleanup..](https://pushbuild.com/tools/quickbooks.html)[**Canopy**Client intake, reminders and reporting around Canopy practice management, built on its Zapier integration and client data API..](https://pushbuild.com/tools/canopy.html) ## 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.com](mailto:hello@pushbuild.com?subject=Drake%20Tax%20project) [(617) 299-8887](tel:+16172998887) **Pushbuild** ยท Automate your business with Pushbuild: [pushbuild.com/contact](https://pushbuild.com/contact) --- As of 2026-11-10. Source: https://pushbuild.com/tools/drake.html