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Drake Tax - Professional Tax Software

List of Drake Tax Integrations

Professional tax preparation software for CPAs and tax firms — flat-rate unlimited filing.

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Trusted by 2M+ software buyers annually.

Main Features

  • Client Portal
  • Digital Signature
  • Regulatory Compliance
  • Scenario Planning
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Drake Tax connects with 8 tools including Quickbooks, Xero, Microsoft 365. Browse all integrations below or filter by category.

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Accounting Software

9.8

SpotScore

Quickbooks

Quickbooks

Effortless accounting, smarter business decisions

Connect Drake Tax with Quickbooks to keep financial data accurate without manual entry.

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Product Description

QuickBooks is a user-friendly financial management platform designed to help small businesses, freelancers, and growing teams handle accounting, invoicing, payroll, and reporting all in one place. Built for business owners, accountants, service providers, and eCommerce sellers, QuickBooks ...

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Quickbooks Main features

  • Accounts Receivable

  • Billing and Invoicing

  • Expense Tracking

Pricing

Free Trial available, Try Now

Starts from $3.80/month when monthly

9.6

SpotScore

Xero

Xero

RECOMMENDED

Streamline your finances and grow your business.

Connect Drake Tax with Xero to keep financial data accurate without manual entry.

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Product Description

Xero software is a cloud-based accounting system that helps businesses manage their finances, run payroll, and save time so they can focus on growing their business. This single platform connects all your finances and invoices. It's the resource you need to run your business, no matter where ...

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Xero Main features

  • Accounts Receivable

  • Billing and Invoicing

  • Expense Tracking

Pricing

Free Trial available, Try Now

Starts from $3.75/month when monthly

Collaboration Software

8.1

SpotScore

Microsoft 365 - Collaboration Software

Microsoft 365

Maximize productivity with Microsoft 365.

Connect Drake Tax with Microsoft 365 to share data and keep every team aligned in one place.

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Product Description

Microsoft 365 is the ultimate solution for maximizing productivity. This all-in-one platform brings together a variety of apps for networking and official work, offering different plans for enterprises, individuals, families, and education. With apps like MS Word, Excel, PowerPoint, and Teams, ...

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Pricing

Free Trial available

Starts from $6/User/Month

Email Software

Outlook - New SaaS Software

Outlook

Stay connected and organized with ease.

Connect Drake Tax with Outlook to keep email history and actions in one place.

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Product Description

Microsoft Outlook is the ideal way to stay connected and organized. The latest version of Outlook offers you the benefit of accessing all your emails, calendars, and contacts in one convenient place. With Outlook for your home or business, you can quickly organize and keep up with your daily ...

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Payroll Software

9.2

SpotScore

Paychex Flex - Payroll Software

Paychex Flex

Recommended

Streamline your payroll with ease.

Connect Drake Tax with Paychex Flex to post payroll entries to the right accounts without manual entry.

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Product Description

Paychex Flex is a cloud-based payroll software for mid- to large-sized employers, delivering the tools you need to run your business and support your people. This payroll system provides everything you need in just one simple package. It includes: W-2 and 1099 printing, Payroll processing, ...

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Pricing

Paychex Flex offers custom pricing plan

9.7

SpotScore

Gusto - Payroll Software

Gusto

Modern HR for Growing Businesses

Connect Drake Tax with Gusto to post payroll entries to the right accounts without manual entry.

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Product Description

Gusto is a comprehensive HR platform designed to help businesses of all sizes thrive. Whether you’re just starting out or scaling rapidly, Gusto provides the tools and guidance you need to grow and nurture your team. Trusted by over 300,000 businesses across the U.S., Gusto combines payroll, ...

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Pricing

Free Trial available, Try Now

Starts from $49/user/month when monthly

Spreadsheets Software

Microsoft Excel - Spreadsheets Software

Microsoft Excel

Unlock the power of data with Excel.

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Product Description

Microsoft Excel has helped make the world more productive and businesses more valuable to their owners by helping people analyze large sets of data. Developers have built a simple user interface that operates in the same way as other Office apps for maximum familiarity. From creating, ...

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Pricing

Free Trial available, Try Now

Starts from $5

Google Sheets - Spreadsheets Software

Google Sheets

Collaborative AI-powered spreadsheet solution for smarter data management

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Product Description

Google Sheets is a cloud-based spreadsheet platform designed to help teams create, manage, and analyze data collaboratively from any device. Built for professionals across industries — from business analysts and project managers to educators and creative teams — it combines ease of use with ...

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Pricing

Starts from $9.40/user/month when yearly

Forever free plan available

Frequently Asked Questions (FAQs)

Common questions about Drake Tax integrations.

Drake Tax integrates with 8 tools including Quickbooks, Xero, Microsoft 365, Outlook, Paychex Flex and 3 more. Use the category filters above to browse integrations by software type.

Setup steps vary by integration. Most Drake Tax integrations require connecting your account via API key or OAuth inside Drake Tax's settings panel. Check the specific integration's product page for detailed setup guides and supported connection methods.

Yes — Quickbooks, Xero, Microsoft 365 offer free trials or free tiers and integrate with Drake Tax.

Drake Tax may offer integration options that allows developers to build custom connections to in-house systems. Check Drake Tax's developer documentation for API access, webhooks, and Zapier/Make support for no-code automation.

Integrating Drake Tax with your existing software stack eliminates manual data entry, reduces context-switching, and automates workflows between tools. This improves team productivity and ensures data consistency across your Accounting Software processes.

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].