Pronto Tax School & Drake Tax Software Team Up
To Bring You this Exclusive, "All-in-One" Tax Software + Training + Support Package Designed to Minimize Your Costs and Maximize Your Profits.
Built by Independent Tax Pros, for Independent Tax Pros.
What Are Members Saying About this Package?
CPA Adam Shay, PLLC
Frequently Asked Questions:
This is Drake Software. Drake has have given us an exclusive deal that we can bring to our Members. You're welcome!
Each tax year is different with different rules the software has to account for and help you navigate. Regardless of which software you choose, your tax business should account for investing every year on the updated software.
In other words, each year of software is a separate purchase.
Partnering with a solid software partner year after year at an affordable price is important and that's why we give you so many years of past tax programs for the price of one year.
Absolutely! It's always a good idea to try before you buy. Here are the steps to download a Drake Software demo:
After you login, select “Download.”
You can Google search "Drake Tax Software" and watch videos showing how the software works.
Yes! Our tech support team will provide PERSONALIZED onboarding to convert your client database from you old software into your Pronto Tax Systems software. "Personalized" means that an actual human being will assist you step-by-step through the process.
Our tech support team will help you convert from your files contained in professional tax software programs. We can convert files from almost any professional tax software. We do not convert client files from TurboTax® or other "do it yourself" tax software programs. If you have questions about whether or not we can transfer from a particular software or not, please feel free to contact our support team.
You do not need an EFIN to purchase or use the software. You do need an EFIN to e-file returns to the IRS. If you do 10 or more tax returns professionally, you are required to e-file, unless you fill out an opt-in form. It normally takes about 45-60 days to get an EFIN from the IRS.
Every professional faces a choice at some point: to concentrate on being the cheapest, or to concentrate on being the best. We have made our choice to strive towards being the best, while also giving our Members GREAT prices. Consider a few of the exclusive "extras" we give you in this package, that you can't get anywhere else, such as:
If any other company can give you all that we give you for less than we charge, please contact us right away to let us know who that company is!
We will beat ANY price as long as they give you the same level of value we do. (We haven't seen another company beat our offer yet, but if they ever do, just contact us right away so that we can get it fixed.)
We are not in this game to just sell cheap tax software. We are here to propel independent tax pros to greater success and we have designed our exclusive tax software + training + support package with that goal in mind!
With all that being said, Pronto Tax School Members do receive ADDITIONAL exclusive discounts on this package. Click here for Membership Plans and the discounts that come with each plan.
Having a full "suite" of tax software programs all the way back to 2005 is a HUGE benefit! This allows you to take jobs preparing "back taxes" which is one of the most lucrative types of work in today's tax industry. Over 14 million people are in collections with the IRS and many millions must file multiple years of unfiled returns. With our exclusive tax software package deal, you can do "back taxes" work, all for the cost of one year's software!
Email marketing remains a highly effective, extremely low cost method of getting clients. The problem is, you have to write the emails, and set up the system. We remove those barriers to entry by just giving you the emails! And we even show you, step-by-step, in detail, how to set up an easy and free email marketing system.
We paid our graphic designer to create a "marketing kit" for opening a new tax office, including flyer designs (available in English and Spanish), business cards, retractable banner sign, and referral coupon. You can use these designs and put your own company name on it. This gives you professional marketing materials at no cost to you.
Pronto Tax School VP of Marketing Jeff Dolan will show you how to set up a simple, effective, and SUPER CHEAP Facebook ad for your tax business.
Our exclusive tax software + training + support package includes the best email and phone tech support we know of in the industry.
Software Technical Support includes helping you install the software, migrate data, troubleshoot software issues, etc.
Yes, all forms that are attached to a Form 1040 tax return or individual states (including PR) are included in the Individual module.
Forms 1120 (C corporation), Form 1120S (S corporation), Form 1065 (Partnership), Form 1041 (Estate and Trust), and Form 990 (Non-Profit) are available with the Business module which is an add on (additional fee applies). If you would like to upgrade to add the 1120, 1120S, 1065, 1041, and 990 modules, please contact our support team.
No. You have unlimited e-file included.
No. You get all state forms included for the 1040 module.
Great support, including straight up CLUTCH tax season support and personalized, one-on-one onboarding to help you get the software set up on your computer(s).
In order to get this special deal for you, we are set up with the software supplier in a way where your software is associated with Pronto as "Master EFIN holder." We do not view your client database, require you to work with any particular bank, or do anything else to exert control over your business. Nor do we charge any fees beyond the software purchase price. We will always do everything we can to act in your best interests and keep you always free to do whatever you choose with your own business. We have plenty of our own tax clients and would NEVER try to take yours or harm you or your clients in any way. If you have further questions about how a Master EFIN works when buying software, just let us know!
Software supplier has added a $5 per signature charge, to use the e-signature / remote signature feature of the software. You are not obligated to use that feature and, if you don't want to pay the per e-signature fee, you can always obtain a third party e-signature tool and use that.
As long as you have Windows on your Mac, yes this software can work on a Mac.
Yes, you can put multiple users onto the software on a network. For instance, if you work with three other people, all of them could work off your software license, as long as all returns are e-filed from one central location.
Yes, you can.
GruntWorx is a software that automates your data entry for tax preparation; so in other words, the software allows you to scan tax documents and then the software fills out the tax return "automagically" without you doing the data entry.
GruntWorx is directly integrated into this software package. However, it is not free or included with your purchase of the software. GruntWorx also charges a small amount "per job." If you have questions about GruntWorkx pricing, please feel free to contact GruntWorx directly.
It's a very cool and helpful technology, and the fact that it's integrated into the software itself makes it a big WIN for you as a user...
Yup! Everything included!
This offer is not valid in Oklahoma, Kansas, Arkansas, and Nebraska, due to a pre-existing business relationship that Drake has with another partner. Out of respect for their pre-existing relationship, please don't buy this software package if you live in Oklahoma, Kansas, Arkansas, or Nebraska. Thank you!
Our tech support team provides you with ongoing tech support via email and phone included. And that is included in this package.
If you would like to be able to directly contact our Pronto Tax School Leadership Team to ask any questions about tax returns you're working on, how to grow your tax business, and anything else that's on your mind, we offer tax and tax business support through our Dream Team Membership.
If you use bank products (when a client pays your fee out of the tax refund), you have to pay charges to the bank that handles the transaction, the software company, and the service bureau.
These charges may vary depending on how many bank products you process, but average cost is about $90 per bank product.
These charges are standard in the industry anytime you use bank products and are very competitive to the bank product pricing offered by other software providers.
You are under no obligation to offer bank products.
There are no charges for regular e-filed tax returns.
Yes. We are happy to provide you with a money back guarantee anytime within 14 days of purchase (no refunds after 14 days). No hassle and 100% transparency to see if it's right for you!