A private client-records database for a tax-prep agency — sensitive filer data kept on internal infrastructure, tightly integrated with Drake Tax.
On-premise MS Access database with Active-Directory-gated access — client intake, contact records, and tax-year history kept on the firm’s own infrastructure and wired to Drake Tax for return preparation.
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Whether it’s a legacy system that’s outlived its usefulness or something greenfield waiting to be shaped — I’d like to hear about it.
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