For tax professionals, filing a return isn’t always the end of the client relationship. Months after tax season, clients may receive IRS or state notices, face audit inquiries, or need assistance with certain qualifying tax-related identity theft matters. When those situations arise, they often turn to the tax professional they trust most.
Responding to post-filing issues can require significant time and attention, pulling firms away from serving other clients and growing their practice. That’s why TaxAct Professional has introduced Audit Defense, Powered by Drake Software™; an audit defense service that helps firms continue supporting clients post-filing, while reducing the administrative burden of handling these issues themselves.
Extend Your Client Service Beyond the Tax Return
Today’s clients expect year-round support, not just during filing season. Offering audit defense services gives your firm another way to deliver value after returns have been filed.
With Audit Defense, Powered by Drake Software, eligible clients gain access to professional assistance if they receive:
- IRS tax notices
- State tax notices
- Audit assistance
Eligible clients may also receive assistance and guidance for qualifying tax-related identity theft matters
Instead of managing these situations on their own, clients have access to credentialed tax experts who can help them understand and respond to eligible post-filing issues.
Benefits for Your Firm
Supporting clients after filing shouldn’t mean adding more work to your staff’s plate. Audit Defense, Powered by Drake Software is designed to help firms provide additional value while spending less time managing post-filing inquiries.
By offering audit defense, firms can:
- Deliver year-round client support
- Reduce time spent responding to IRS and state notices
- Strengthen long-term client relationships
- Differentiate their practice with an additional professional service
- Focus more time on serving clients and growing their business
For many firms, audit defense becomes another way to reinforce trust and demonstrate ongoing commitment to their clients’ financial well-being.
Built for TaxAct Professional Customers
Audit Defense, Powered by Drake Software is available exclusively to Tax Act Professional customers beginning with Tax Year 2026.
The service fits naturally into your existing workflow, making it easy to enroll eligible clients during the return preparation process without introducing additional systems or unnecessary complexity.
As part of Drake’s growing ecosystem of integrated solutions, Audit Defense, Powered by Drake Software helps firms deliver a more complete client experience—from intake and tax preparation through post-filing support.
Enrollment Is Now Open
Current TaxAct Professional customers can now enroll to offer Audit Defense, Powered by Drake Software™ for Tax Year 2026. Sign into your Tax Act Professional account.
To learn more:
- Visit the Audit Defense, Powered by Drake Software page to explore features and benefits.
- Contact our Sales team at (866) 434-7704 with any questions.
Whether you’re looking to reduce the time spent handling post-filing issues or expand the services you provide clients, Audit Defense, Powered by Drake Software can help your firm continue delivering exceptional value long after tax returns have been filed.
For additional information and FAQs, visit: