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Conversions
Converting & Importing Data
Are you considering a switch to Drake Software from your current tax preparation software?

Are you concerned that if you make the move your most precious asset – your clients’ data – could be at risk?

Drake takes data conversion as seriously as you do. We know how important a solid conversion is to you and your clients. We provide free data conversion from many tax programs for Drake customers.

What makes for solid data conversion?
  • Expertise. The Conversion Group at Drake Software consists of a team of software developers with a combined 50+ years experience in the software development arena; dedicated quality assurance personnel; and a dedicated support staff tuned to the requirements and problem solving involved in the conversion of data from one tax package to another. The group focus is on improving and enhancing Drake Software’s conversion packages year around.
  • Experience. Drake Software’s Conversion Group converted data for more than 1,900 clients in 2007, and almost 10,500 clients from 2000 to 2006.
  • Testing. The truest confirmation of a successful data conversion is that it works with your live data – not just test data in the lab. Drake’s Conversion Group goes the extra mile by collecting and converting real data from our clients, then analyzing the results to ensure the conversion was accurate.
What are some of the benefits of data conversion?
  • Enhanced professionalism. Post-conversion, the right data will be in the right places. You’ll be able to work with your clients immediately, instead of fumbling for their tax information.
  • Time savings. Drake’s data conversion saves you countless hours. Don’t you have more profitable (or fun) things to do with your time than enter prior year data?
  • Remove risk. Accurate data conversion removes keystroke risk – the potential for a wrong number, an incorrect decimal place.
  • Increase accuracy. Bring prior year data forward completely and correctly.
How do I start?
Once you become a Drake customer, we’ll ship the conversion program to you on CD. The conversion program, instructions, and a listing of tax packages converted are also available via the Drake Support web site.

Most conversions can be completed in three simple steps. If assistance is needed, Drake’s Conversion Group can answer questions and guide you through the process.

You can also opt to send your data to us and we will convert it for you.

What conversion programs does Drake offer?
See the list below for the conversion programs we currently offer. Please call us if you don’t see your software listed.
  • Crosslink® by Petz Enterprises (1040)
  • GreatTax™ by TaxCalcUSA, Inc. (1040, 1120, 1120S, 1065)
  • Intellitax Windows™ and Classic™ by Orrtax (1040)
  • Lacerte® by Intuit® (1040, 1120, 1120S, 1065)
  • ProSeries® by Intuit® (1040, 1120, 1120S, 1065)
  • ProSystem FX® by CCH (1040, 1120, 1120S, 1065) (New in 2006.)
  • Saber/Max® by ATX (1040, 1120, 1120S, 1065) (Business conversions new in 2006.)
  • TaxSimple® (1040)
  • TaxSlayer Pro® (1040)
  • TaxWise® by Universal Tax Systems (1040, 1120, 1120S, 1065)
  • TaxWorks® by Laser Systems (1040, 1120, 1120S, 1065) (Business conversions new in 2006.)
  • UltraTax® by Creative Solutions (1040, 1120, 1120S, 1065)
2006 Conversions
  • Lacerte® by Intuit®
  • ProSeries® by Intuit®
  • TaxWise® by Universal Tax Systems
  • Saber/Max® by ATX
  • UltraTax® by Creative Solutions
  • Dunphy (sold in 2006)
  • ProSystem FX® by CCH
  • TaxWorks® by Laser Systems
  • GreatTax™ by TaxCalcUSA, Inc.
  • Intellitax Windows™ and Classic™ by Orrtax
  • TaxSlayer Pro®
  • Crosslink® by Petz Enterprises