Upload a prior year PDF return, Trial Balance, or QuickBooks export. We map every figure to Drake-ready import format automatically.
Upload your Trial Balance
From QuickBooks, Xero, or any accounting software
Free for first 3 conversions · No account required · Files never stored
Four steps, under two minutes per client.
Run the Income Tax Summary report and download as CSV from QBO or Desktop.
Drop it in our converter or click to browse — no account required.
Figures extracted and mapped to Drake tax-line labels in seconds.
Open Drake → Tools → File Maintenance → Import Data. Done.
The average preparer manually re-enters data for 40+ clients a season. That ends here.
Online or Desktop, CSV or TXT — we handle both formats out of the box.
Tax lines mapped to Drake's exact label format — no guesswork, no typos.
1040 Schedule C, 1120-S, 1065, and 1120. Entity detected automatically.
Anything ambiguous is surfaced for review — nothing silently dropped.
Processed in memory and discarded immediately. SOC2-certified infra.
ZIP upload for multiple clients — get individual Drake files in one go.
No subscriptions for individuals. Volume pricing for firms.
Try the converter free, no account needed
For individual preparers during tax season
For accounting firms with 10+ clients
Everything you need before converting your first file.
First 3 conversions free. No account needed. Takes 30 seconds.