Tax Season Ready: How Drake Users Save Hours with Smarter Document Management
The Problem Every Drake User Knows
Drake handles tax prep beautifully. But everything before and after — client document collection, signatures, secure sharing, and organization — still eats up hours of your week.
It’s not your process; it’s your tools. Drake Documents is a great electronic filing cabinet, but if you’re relying on it alone, you’re missing automation, client portals, and the workflows that keep modern firms running efficiently.
What You’ll Learn in This Free Guide
Inside the eBook, you’ll get:
- The 7 biggest document bottlenecks every Drake firm faces — and how to fix them
- What “Drake-compatible” document management really means (and what to avoid)
- A look inside SmartVault’s Drake integration
- How SmartRequest AI™ personalizes client document requests automatically
- Real-world firm results
- Onboarding tips to make moving to SmartVault fast and simple
Why This Matters Now
Regulations are tightening, client expectations are rising, and staff burnout is real. This guide shows how top-performing Drake firms use SmartVault to simplify their document workflow — without replacing Drake.
Download the guide and see exactly how to make Drake even more efficient.