Drake Software Adds AI Tools to Speed Up Tax Prep for 2026
Drake Software is rolling out AI-powered features for tax year 2026, targeting document extraction, client intake, and in-workflow assistance.
Drake Software, a professional tax software provider headquartered in Franklin, N.C., announced an expansion of native artificial intelligence capabilities ahead of the 2026 tax season, the company said Thursday. The updates are designed to reduce manual workload for tax professionals and redirect time toward direct client service.
The new feature set includes AI-powered tax document extraction, which automates the processing of client paperwork that has traditionally required manual data entry. The company also unveiled a reimagined client intake experience, aiming to streamline the early stages of the tax preparation workflow.
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A third component, described as an in-workflow AI Assistant, is built directly into the software environment so practitioners can access guidance without leaving their primary workspace. Together, the three additions represent Drake's most significant push yet into integrating generative and automation-driven tools into its core platform.
The moves reflect a broader trend across the tax and accounting software industry, where vendors are racing to embed AI functionality as firms face persistent staffing pressures and rising client volume. By embedding these tools natively rather than as bolt-on integrations, Drake is positioning its platform as an end-to-end solution for efficiency-focused practices.
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