Tax practice resource center

Tax software workflows

Implementation guides for Drake, ProSeries, CrossLink, MyTAXPrepOffice, Lacerte, and ProConnect.

12 reviewed guides

Guides in this topic

Design a Drake Tax automation workflow around source documents, preparer checkpoints, diagnostics, review, and delivery without hiding exceptions.

Create a Drake-ready intake process that inventories files, detects missing items, resolves duplicates, and preserves reviewer traceability.

Use Drake prior-year information as a structured review aid while avoiding the assumption that last year's facts still apply.

Plan a ProSeries workflow that connects document collection, data entry, diagnostics, exceptions, and human review.

Structure ProSeries client document collection around Intuit Link, expected-item lists, secure exceptions, and preparer handoffs.

Add source traceability, exception ownership, diagnostics review, and approval evidence to an AI-assisted ProSeries process.

Compare CrossLink desktop and online workflows by access, handoffs, integrations, controls, and office requirements.

Design CrossLink multi-office automation with common statuses, local accountability, role controls, and measurable exception handling.

Evaluate a MyTAXPrepOffice workflow across access, document intake, AI-assisted entry, review, permissions, and fallback procedures.

Structure Lacerte review for complex returns around source evidence, diagnostics, material variances, specialist questions, and sign-off.

Build a Lacerte K-1 workflow that captures supplemental statements, entity context, carryovers, state data, and reviewer questions.

Design a ProConnect Tax workflow around cloud access, QuickBooks data, document collection, IRS transcripts, diagnostics, and review.

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