Drake Software

Drake Tax


4.5 / 5
17 reviews

Who Uses This Software?

Tax practices and corporations looking to file their returns.


Average Ratings

17 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $330.00
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • Drake Software
  • www.drakesoftware.com
  • United States

About Drake Tax

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


Drake Tax Features

  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management
  • 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

Drake Tax Reviews Recently Reviewed!


Drake is great !!

Nov 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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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.

Amazing Customer Support

Feb 19, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

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

Drake Software Review

Oct 03, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

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

Drake Tax

Nov 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that I can merge clients information from the previous year.

Cons: Having to add each state when setting up the software. All states should be added automatically.

Overall: I have used Drake Tax software for over 5 years now and I like how easy everything is. If I have any questions for the most part each tab has links that will take you directly to a video that explains it all.

NOT FOR TAX PROFESSIONALS

Apr 11, 2019
2/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money

Pros: Costs; easy to update yearly; efiling is accurate and timely.

Cons: Tech support is hit or miss depending on what person you get. I have dealt with clearly untrained support reps throughout the years. If you are a tax professional with a substantial number of clients, I would NOT recommend this software. Drake will not work with you at all regarding the default selections and the program is very limited when it comes to customizing it for a larger practice. Even when we point out obvious coding errors, many of them are never corrected despite repeated calls and emails to their support. Every year they seem to get worse. They really do not seem to care about the concerns and feedback of their customers. The only reason we have not changed from Drake is the investment in time it takes to change platforms. Moving thousands of clients requires a substantial investment of time even with the conversion softwares provided by other platforms. Maybe that is why Drake seems to care less for the concerns of their customers.

Drake is user friendly and we highly recommend it to all tax professionals.

Jun 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We love the ease of use and they have great customer service. Love that we can always call if we have any questions.

Cons: There's nothing I can think of that we don't like. I've easily trained other co-workers to use it without a problem.

Overall: We are able to prepare tax returns for all of our clients using Drake.

Excellent Tax Preparation Software

Mar 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Extremely simple data entry with the option of choosing by form entry (W-2, 1099, etc) or by line tax forms.

Once information is entered (such as an employer EIN) the data is automatically pulled on future returns for other clients.

Cons: Only lacking is some information from prior years' returns did not pull forward requiring diligence for returning clients to ensure all information was correct.

Drake Tax 2017

Jan 07, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to navigate and use. All client information was saved and available in an easy to read format. Inputting information was quick and easy to save.

Cons: Updating/rolling over to the new year. Took a couple minutes.

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Best tax software on the market!

Nov 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use. GUI is fantastic. Robust enough to handle the most difficult returns yet simple enough to be efficient.

Cons: Updates could be done on a more timely basis.

Best Tax Software

Oct 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use. Customer support team is awesome year after year. Affordable cost.

Cons: If you enter a social security number incorrectly, you cannot change it. You have to buy another return which 100% sucks.

Overall: Being an Accounting service, this software helps during tax season and all year tax filings for our small business owners as well as individuals.

Unacceptable product

Feb 13, 2019
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

4 / 5
Value for Money

Pros: It is cheap. Efile tracking is simple. The data entry is relatively straight forward.

Cons: The support is terrible. It is hit or miss that you are going to get someone that actually can help you resolve your problem. For the 2018 tax season, as of mid-February there were still state forms "under development." Other software companies are able to file state and federal both, while Drake is delayed and still developing its product. State apportionment is a HUGE pain.

Overall: I wanted to lower my costs so I switched from the CS professional suite. The first year was extremely painful to change, and coming into my second year, I can't file returns because their product is not complete, and all the support team can offer is "that they are doing the best they can."

Drake Tax Software

Feb 15, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This is the most simple tax software I have ever test drove. It allows you ease of access to only the forms you need prepare a tax return. You can go to the common forms and add on the forms that are associated with the tax return you are preparing. It is a awesome tax software that I would recommend to anyone doing taxes, especially for first time tax preparers.

Cons: The software is so simple, I have not found any cons to using it at this time

Overall: Drake software helps filing tax returns super simple.

Drake Tax

Oct 24, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The software isn't hard to use, the user-interface looks fancy, and the customer support is great and responsive.

Cons: The lack of support for external gadgets like scanners. in addition to that , it lacks remote access possibilities like remote-signatures, and mobile apps that taxpayers can use to submit their data to the tax-preparers without sending them any physical copies. The user interface isn't hard, however it needs to be simplified a little.

Overall: Good experience. Not great, but not too bad after all.

Efficient Software

Nov 30, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: Drake is a great software for smaller tax returns and smaller firms. It is perfectly adequate and is reasonably priced.

Cons: This software is cost effective, but does lack some of the robust features you find in the bigger more expensive programs.

Drake is for beginners

Dec 04, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 3.0/10 Not
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Pros: Drake has the best customer service in the tax business, and is the most affordable professional tax software on the market.

Cons: It lacks a tremendous amount of features available in other tax software products. It lacks ease of use in every feature. The diagnostics are not user friendly, and are only designed to fix the most basic problems. Drake is not designed to help you along the process. It is best for a tax professional that knows exactly what result is expected. When it is wrong, you have to know exactly what to do. There is little guidance, which can lead the user to a wrong result.

The printed forms do not look like a professional product.

Overall: Drake's ultimate appeal is the price. I would not use Drake if it was free. I use a more professional level software product that anticipates my needs as a tax professional.

Very Professional tax software with excellent customer support

Jan 27, 2019
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Drake Tax makes an excellent very professional easy to learn tax software that is designed for the bigger tax preparation business locations. I have used it liked it, loved customer support. Great for doing many individual returns each year and great for doing business returns. Drake stays up on tax changes.

Cons: Cons: Drake pricing is higher than most tax softwares. It could be because they have probably the best customer care in the business when it is tax season and you are having a problem they help you fix it no matter what.

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Drake Tax is a complete package

Aug 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customer service/support is knowledgeable and very helpful. Tax program is very user-friendly. Instructions are clear and to the point. Always have help with whatever I'm doing.

Cons: I haven't run into any issues or things about this software that I don't like.