Financial Due Diligence Prep for Tax Preparers with Drake Tax
The Problem
Quality-of-earnings work for Individual Tax targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.
What We Build in Drake Tax
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running Drake Tax — uses the native API or agent integration so nothing leaves the system of record.
Drake Tax Integration Approach
Audit your Drake Tax configuration
We map the specific Drake Tax objects, custom fields, and workflows the automation needs to touch for your individual tax practice.
Build on the Drake Tax API or agent
Integration happens inside Drake Tax — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Drake Tax with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Drake Tax instance
30-minute call. We'll look at your actual Drake Tax setup and show exactly how this workflow fits.