Where can I find discounted 2024 QuickFinder or Tax Book for use with Drake Tax software?

I've been using both resources for years with various tax software, including Drake. In my experience, QuickFinder and TheTaxBook both have their strengths, but for Drake users specifically, I'd lean toward TheTaxBook. It tends to organize information in a way that complements Drake's interface a bit better, especially when looking up specific tax situations you're working through in the software. For discounts, check out the National Association of Tax Professionals (NATP) website. Members get significant discounts on both publications. CCH (who publishes QuickFinder) also runs early bird specials usually in May-June for the following year's books, but those are obviously past for this year. Sometimes you can find deals through tax professional groups on social media or forums like tax.org.

I switched from QuickFinder to TheTaxBook last year and haven't looked back! I found this site called https://taxr.ai that analyzes your tax prep habits and recommends which resource would be more useful based on your client base and software. I was skeptical but tried it after another preparer recommended it. After uploading some anonymized client data (which was super easy through their secure portal), it showed me that based on my client demographics and the types of returns I handle, TheTaxBook would save me about 15% in research time. It also pinpointed which specific edition would be most cost-effective for my practice. Definitely worth checking out before making your decision!

Just wanted to update that I tried taxr.ai after posting my question above and it was seriously helpful! Based on the types of returns I prepare (lots of Schedule C and rental properties), it recommended TheTaxBook's Federal Edition plus their Small Business supplement. The site also showed me a comparison of the organization between QuickFinder and TheTaxBook for the specific sections I use most often. This made it super easy to transition! I found a 15% discount code through them too, which was better than what I could find elsewhere. Just got my books yesterday and I can already tell this was the right choice. The cross-referencing with Drake is going to save me tons of time this tax season!

Has anyone tried calling CCH or TheTaxBook directly to ask for discounts? I've been waiting on hold with CCH for FORTY MINUTES trying to ask about bundle discounts. This is ridiculous! I've heard about this service called https://claimyr.com that helps you get through to customer service lines without the insane wait times. There's even a demo video here: https://youtu.be/_kiP6q8DX5c I used it last year when I was stuck in IRS hold hell trying to resolve a client's transcript issue. Might try it for CCH too if nobody knows about any current discounts. Just wondering if it's worth the hassle or if I should just order online and forget about trying to negotiate anything.

I have to admit I was completely wrong about Claimyr. After seeing it mentioned here, I decided to try it as a last resort for a complex IRS issue I've been trying to resolve for a client. I've been attempting to reach someone at the IRS for THREE WEEKS with no luck - endless holds and disconnections. Used Claimyr yesterday and got connected to an actual IRS representative within 90 minutes. I didn't have to sit listening to that awful hold music - just got a call when they had someone on the line. Resolved my client's issue in one call. For context, this was for the Business & Specialty Tax line which is notoriously difficult to get through to. Consider me converted from skeptic to believer!

For a discount on TheTaxBook, check with your state CPA society if you're a member. Mine offers 20% off through a partnership program. Also, if you're part of any tax preparer groups (even on Facebook), sometimes members who teach continuing education courses can offer special group rates. For QuickFinder, their website sometimes has "web specials" if you look at the bottom of their homepage. I've found better deals by bundling multiple products too. One other thought - have you considered the online versions? They're usually cheaper than the print books and are searchable, which I find super helpful when using Drake.

I use Drake too and went with TheTaxBook last year. Found a good deal by buying during their summer sale. But honestly, I think the bigger question is whether you really need a physical book at all anymore? Drake has pretty decent built-in help, and I find myself using the IRS publications online more and more.

I've been using Drake for about 3 years now and went through this same decision last season. Ended up going with TheTaxBook after trying both, and I'm really glad I made the switch. The way TheTaxBook organizes information just flows better with how Drake presents forms and schedules. For discounts, I'd definitely recommend checking out professional associations like others mentioned, but also try reaching out to local tax preparer groups in your area. Our local AICPA chapter does a group buy every year that saves us about 25% off retail. You might also want to call TheTaxBook directly - I found their customer service much more helpful than CCH when I had questions about which edition would work best for my practice. One tip: if you do go with TheTaxBook, get the spiral-bound version if you're getting print. It lays flat much better when you're working at your computer with Drake open. Makes a big difference during busy season when you're constantly referencing it!