Tax work is entering a new operating model. Instead Agents now handle research, tax plans, memos, workpapers, and resolution in one integrated system. For years, tax software has helped firms organize ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

FRANKLIN, N.C., Sept. 16, 2025 /PRNewswire/ -- Drake Software, a leading provider of professional tax preparation solutions, is proud to announce the launch of a new workflow automation suite that ...

Powered by browser automation and trained on real firm workflows, the Tax Prep Agent reads workpapers, opens tax software, and prepares returns autonomously — cutting first-pass prep time by 90% SAN ...

Tax and accounting firms are being pushed to produce more work with fewer people, while relying on tools built for a different era. Traditional workflow systems route tasks but still leave staff doing ...