Who Uses This Software?

Tax professionals and corporations looking to file their returns.

Average Ratings

23 reviews
  • Overall 4.4 / 5
  • Ease of Use 4.3 / 5
  • Customer Service 4.6 / 5
  • Features 4.4 / 5
  • Value for Money 4.6 / 5

Product Details

  • Starting Price USD 330.00
  • Pricing Details Save with early season discounts.
  • Free Version No
  • Free Trial Yes
  • Deployment Installed - Mac
    Cloud, SaaS, Web
    Installed - Windows
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support Business Hours

Vendor Details

  • Drake Software
  • https://www.drakesoftware.com

About Drake Tax

Accelerate tax returns processing and preparation with real-time process tracking, appointment scheduling, and communication tools.

Drake Tax Features

  • Compliance Management
  • Data Import / Export
  • Data Verification
  • Electronic Filing
  • Exception Notification
  • For Nonprofits
  • For Partnerships
  • K-1 Reporting
  • Payment Management
  • Payroll & Employer Forms
  • Status Tracking
  • Tax Planning
  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management

Drake Tax Most Helpful Reviews

Drake is great !!

Reviewed on 05/11/2018
Achol R.
it specialist
Computer Software, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: Drake is software is really so easy to use, I been working on this software for about 2.5 years now, the most I like about it, is that all the tax forms are included, very easy to navigate around the software, in the calc window its shows you almost everything , if the return is eligible for E-filing, all the errors that need to be clear, the fees, the refund or the balance due, if there are any notes before E-filing it will show you so that you can go check that, I can even Email the returns to the taxpayer, I can use the signature pad, if the return got rejected for any reason it shows you exactly what's wrong, in order for you to resolve and resubmit , I can even set limited access to other tax preparers and adjust all that ... Drake is great, so recommended

Cons: what I really need on the software to support the remote signature ,other than that all good.

The Best Tax Softwere ever

Reviewed on 09/09/2019
Leonardo F.
President
Accounting, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Like a good perfume !

Pros: Excellent customer service
Beautiful people
Friendly Softwere
Cheap however better the CCH

Cons: In my 7 years using this Softwere I have never found any Cons yet

Amazing Customer Support

Reviewed on 19/02/2019
Verified Reviewer
Branding Manager
Accounting, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Great software overall. Occasionally there's bugs (on state and local) but those tend to be resolved quickly once Drake is notified

Pros: If you ever get stuck on a complicated tax return their customer service line is always a great help. I've never had to wait more than 5 minuets on hold and they usually answer in under a minuet. There's options for you to send the tax return to the customer support specialist securely so they can look at exactly what you are. If the problem was especially complicated, they would get back within the week.

Cons: The software looks a little dated. Switching between screens is not intuitive and the screens don't always match up with the forms on the tax returns. There's less accuracy on the state levels and even less on local.

Great Software for the Money

Reviewed on 19/07/2019
David L.
Owner
Accounting, Self Employed
Used the Software for: 6-12 months
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: I left my company to start my own tax practice and decided on Drake because of the what it could do for the cost. I was previously using UltraTax which is a great software but compared to price this made sense. It does everything I need it to but at a fraction of the cost. It's super easy to set up. UltraTax was better hands down with the exception of the tax projection in Drake. Drake's tax projection is better than UltraTax for individuals. Also, Drake's customer support is better in that I could get through to someone during tax season very quickly. I don't plan on switching tax software anytime in the near future.

Cons: If filing a business in multiple states and then making sure the income on the personal is correctly allocated to each state was a pain. It's not to bad with a couple states but 5+ states plan on spending extra time just getting the software to do what you need it to do.

Drake Software Review

Reviewed on 03/10/2018
Verified Reviewer
Staff Accountant
Accounting, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Drake tax for its value was one of the easiest tax softwares to navigate. It heightened efficiency and is great all around.

Pros: The software itself is very easy to follow along with a tax return. Like things are located on each tab which allows for high efficiency. If there are any questions the customer support is very very helpful.

Cons: Needs to update items that carryforoward a little better

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