Get any tax document into Drake Tax in seconds

Upload a prior year PDF return, Trial Balance, or QuickBooks export. We map every figure to Drake-ready import format automatically.

Free for first 3 conversions · No account required · Files never stored

View older conversions
64k+
Drake Tax professionals
~4 hrs
saved per client per season
30 sec
average conversion time

Upload. Convert. Import. Done.

Four steps, under two minutes per client.

1

Export from QuickBooks

Run the Income Tax Summary report and download as CSV from QBO or Desktop.

2

Upload your file

Drop it in our converter or click to browse — no account required.

3

AI maps the data

Figures extracted and mapped to Drake tax-line labels in seconds.

4

Import into Drake

Open Drake → Tools → File Maintenance → Import Data. Done.

Everything re-entry costs you

The average preparer manually re-enters data for 40+ clients a season. That ends here.

Works with any QBO export

Online or Desktop, CSV or TXT — we handle both formats out of the box.

Zero mapping errors

Tax lines mapped to Drake's exact label format — no guesswork, no typos.

All entity types

1040 Schedule C, 1120-S, 1065, and 1120. Entity detected automatically.

Unmapped accounts flagged

Anything ambiguous is surfaced for review — nothing silently dropped.

Files never stored

Processed in memory and discarded immediately. SOC2-certified infra.

Batch mode for firms

ZIP upload for multiple clients — get individual Drake files in one go.

Pay per conversion or go unlimited

No subscriptions for individuals. Volume pricing for firms.

Free
$0

Try the converter free, no account needed

  • 3 conversions included
  • Unmapped account report
  • Drake-ready output
Most popular
Pay-as-you-go
$2/conversion

For individual preparers during tax season

  • Unlimited conversions
  • Priority processing
  • Email delivery option
  • All entity types
Firm
$49/mo

For accounting firms with 10+ clients

  • Unlimited conversions
  • Batch ZIP upload
  • 5 team members
  • Free account for qualified firms
Book a demo

Common questions

Everything you need before converting your first file.

Stop retyping data that already exists.

First 3 conversions free. No account needed. Takes 30 seconds.