Drake Software Adds AI Tools for Tax Professionals in 2026
Drake Software is expanding native AI features for the 2026 tax season, targeting document extraction and client intake workflows.
Drake Software, a professional tax software provider based in Franklin, N.C., announced an expansion of its native artificial intelligence capabilities ahead of the 2026 tax season, the company said Thursday.
The new features include AI-powered tax document extraction, a redesigned client intake process, and an in-workflow AI Assistant. The tools are designed to reduce manual data entry and administrative tasks for tax professionals, freeing up time for direct client engagement.
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The additions reflect a broader push across the tax software industry to integrate generative and automation-driven AI directly into practitioner workflows rather than offering standalone bolt-on tools. Drake is positioning its approach as native — meaning the AI is embedded within existing processes rather than layered on top.
By streamlining document handling and intake, the platform aims to address two of the most time-intensive stages of tax preparation, areas where manual errors and delays have historically slowed practitioner throughput during peak filing periods.
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