Franklin, 28734, NC,
United States
Drake Software Technographics
Drake Software Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Drake Software and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 Drake Software employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Drake Software has purchased the following applications: Refundo for Tax Management in 2018, Workday Recruiting for Recruiting, Applicant Tracking System in 2024, Drift AI Chatbot for Chatbots and Conversational AI in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Drake Software is running and its propensity to invest more and deepen its relationship with Refundo , Workday , Drift or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Drake Software revenues, which have grown to $100.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Drake Software intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Drake Software Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Refundo | Legacy | Refundo | Tax Management | ERP Financial Management | n/a | 2018 | 2018 |
In 2018, Drake Software integrated Refundo into its product ecosystem, deploying Refundo within its Tax Management offering. Drake Software lists Refundo as a supported bank-product partner enabling Drake customers to offer Refund Transfers and Refund/Now Advances to taxpayers in the United States, improving payment collection and cash flow for preparers.
The implementation centers on bank products, refund advances, and refund transfers modules described in Drake's bank partners documentation and Refundo product pages. Refundo was configured to surface bank-product options inside Drake Software tax preparation workflows, enabling preparers to present refund financing at point of engagement and to capture taxpayer authorization and bank routing instructions required for refund transfers and advances.
Operational coverage is focused on United States taxpayers and professional preparers using Drake Software, with Refundo integrated into customer facing payment collection workflows and bank partner funding rails. The integration architecture aligns with common bank product patterns, using API based authorization and payment routing to support settlement to consumer accounts and preparer fee handling within tax office processes.
Governance and rollout were managed through Drake's bank partner onboarding and partner listings, requiring preparer enrollment to offer Refund Transfers and Refund Now Advances. The deployment introduced workflow changes for preparers, including consent capture, disclosure steps, and centralized payment collection via Refundo while leaving Drake Software tax calculation and compliance capabilities as the core filing function.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Recruiting | Recruiting, Applicant Tracking System | HCM | n/a | 2024 | 2024 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2022 | 2022 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2024 | 2024 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2023 | 2023 |
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Web Content Management | Content Management |
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2016 | 2016 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2022 | 2022 |
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Customer Support | CRM |
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2024 | 2024 |
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Marketing Analytics | CRM |
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2012 | 2012 |
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Marketing Analytics | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2024 | 2024 |
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Marketing Automation | CRM |
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2024 | 2024 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2024 | 2024 |
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Tag Management | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2016 | 2016 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2023 | 2023 |
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IT Service Management | ITSM |
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2022 | 2022 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Drake Software
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Drake Software Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||