TaxGuyBill
Level 15

@IRonMaN wrote:

 Now who in their right mind would choose to drive a clunky 1973 Yugo

 

Drake may be a 1973 Yugo, but it has a self-driving feature that is better than Tesla.

Drake has "macros", which can automate some things.

For example, I give my clients a yes/no questionnaire do I can determine if they qualify for the Child Tax Credit and/or the Earned Income Credit.  Assuming they fill out my questionnaire the 'usual' way, the due-diligence form 8867 is filled out the same way for each client, and I need to check a million boxes.  If I used Drake, I could just trigger a macro and it would completely fill out the 8867. There are many other things in ProSeries that I need to check the same boxes for 99% of clients (direct deposit, client did not provide driver's license, etc.) that could all be filled out with triggering a macro.

But yes, the rest of the program is clunky.   🤣