---
title: "Drake Tax Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is Drake Tax the right Tax Preparation solution for you? Explore 116 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/176133/Drake-Tax/reviews/"
page_type: "reviews"
language: "en"
---

Drake Tax

3.8 (116)

[View alternatives](https://www.capterra.com/p/176133/Drake-Tax/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated August 26th, 2026

# Reviews of Drake Tax

Ease of use

3.8

Customer Service

3.8

## Pros and Cons in Reviews

JD

Joy D

Tax PreparerAccounting, 2 - 10 employeesUsed the software for: More than 2 years.

“The software is reliable and they have several options available so it’s affordable for the solo practitioner or a team!“

September 22, 2025

RD

Rena D

Payroll Manager TaxAccounting, 2 - 10 employeesUsed the software for: More than 2 years.

“Needing to attach certain forms with the return does not work.“

April 8, 2026

IT

Ion T

CEOAccounting, 2 - 10 employeesUsed the software for: More than 2 years.

“It can be an efficient platform if used properly.“

April 21, 2026

RD

Rena D

Payroll Manager TaxAccounting, 2 - 10 employeesUsed the software for: More than 2 years.

“The option to import assets did not work well for me. “

April 8, 2026

BC

Bernie C

CEOAccounting, 2 - 10 employeesUsed the software for: More than 2 years.

“We have been using this software for over a decade and it has worked flawlessly. When we have issues, we contact Drake’s support and they respond very quickly with a resolution.“

March 24, 2025

PN

Paul N

Tax DirectorAccounting, 11 - 50 employeesUsed the software for: More than 2 years.

“The online self help features were very poor making it difficult to know how to fix certain instances without many years of working on Drake.“

February 20, 2025

BC

Bernie C

CEOAccounting, 2 - 10 employeesUsed the software for: More than 2 years.

“Our overall experience with Drake Tax has been wonderful. Once you get past the huge learning curve of the many options and “outdated” interface the software is an immensely powerful tool.“

March 24, 2025

IT

Ion T

CEOAccounting, 2 - 10 employeesUsed the software for: More than 2 years.

“No company should ever increase their prices 23%+ year-over-year.“

April 21, 2026

## Showing most helpful reviews

Showing 1-25 of 116 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Wray R.  
PRESIDENT  
Accounting  
Used the software for: 2+ years

### "Best value for tax preparation software and you cannot beat the customer service"

May 18, 2021

5.0

We love it. The people who say it is not a complete or accurate product are most likely just not as knowledgeable about tax preparation. We did some fairly complex returns to compare our previous software the Drake and Drake actually was more accurate than our former software. Drake does not however offer the same level of diagnostics and guidance for input as the other software. That is not a problem if you understand tax forms, but could be a challenge for someone who depends on the software to guide them.

Pros

The price and customer service. The software works so much better than prior tax preparation options we have used and it is 1/2 to 1/3 the price.

Cons

The software is not designed for inexperienced tax preparers. All of our staff are experienced preparers, but I would be hesitant to throw a new person into a complex return with Drake as it does not do much hand holding like many of the other more expensive platforms.

Review Source

JD

Joy D.  
Tax Preparer  
Accounting  
Used the software for: 2+ years

### "Drake is THE tax software"

September 22, 2025

5.0

I will never use any other software as long as Drake Tax is available. The offer an all in one program. Customer service is always helpful and the software is accurate and reliable.

Pros

I have used Drake tax for over 20 years! They are simply the best! The software is reliable and they have several options available so it’s affordable for the solo practitioner or a team!

Cons

Price increase has been hard to manage.i realize the added security and constant updates require top notch programmers.

Review Source

PM

Paul M.  
President  
Accounting  
Used the software for: 2+ years

### "Mixed reviews"

August 7, 2026

2.0

The tax software is decent, the tax portal is poor, and customer service is terrible. You would think after buying a new company they would treat their long time customers better.

Pros

Over the years Drake has been a great company until 2025, when they were purchased by another company. The 2025 software had more bugs than usual and took longer for the updates to come out. But I was will to see how thinks played out.

Cons

I did not renew my portal when I renewed my tax software, but they charged me anyway. So, I called to cancel the portal, and they walked me through canceling everything. A day later, they called and said I can't cancel; because I agreed to automatically renew. Since they would not refund my $350. I let them know I would write this review. But they did not care.

Review Source

RD

Rena D.  
Payroll Manager Tax  
Accounting  
Used the software for: 2+ years

### "Drake-Love It"

April 8, 2026

5.0

I honestly love using Drake Tax, I have used this tax software for almost 10 years now and I am happy with it everytime.

Pros

Drake Tax is a financially friendly professional tax software. It is easy to use, and you can store your documents in there document app.

Cons

The option to import assets did not work well for me. Needing to attach certain forms with the return does not work.

Review Source

MS

Mitchell S.  
Owner  
Accounting  
Used the software for: 1-2 years

### "Drake Tax is perfect for soloprenuers"

July 16, 2025

5.0

Customer service has been helpful and the team is willing to work to find the solution, product delivers on what it's trying to do. Definitely recommended as a cost saving alternative to the bigger products, although you probably need a little more tax knowledge to make sure you have the right information reported.

Pros

Super inexpensive product that is ideal for solopreneurs and those doing taxes on the side when they are starting out. Pretty easy to get comfortable with the product quickly.

Cons

It lacks some of the more robust features that can be helpful if you have a large team, but it's not really trying for that market.

Review Source

Michael H.  
Accounting and Tax Manager  
Accounting  
Used the software for: 2+ years

### "No vote if you don't use Rightworks."

February 6, 2026

1.0

It has been good until 2026 when we found out that Drake will not support their software unless you are a Rightworks client or have it installed on your local computer/server. We use a local cloud provider that has always worked for us using Drake without issues until trying to install Drake 25. It keeps crashing if we are able to get in, and now, it won't let us open it at all. No help from Drake in this matter because they are driving people to use Rightworks.

Pros

We have used Drake since 2013. I was always impressed with the ease of use and the customer support call-ins. That is, until this year.

Cons

Up until this year, my only con was the online support was lacking. I couldn't always find answers in their knowledge base articles.

Switched from

[Taxprep](https://www.capterra.com/p/185193/Taxprep/)

We switched from TaxWise, it wasn't one of the choices. I was not here when the firm switched to Drake in 2013. I assume it was for ease of use.

Review Source

LG

Leo G.  
Owner  
Accounting  
Used the software for: 2+ years

### "You get what you pay for"

June 17, 2025

3.0

It's great for straightforward personal returns but horrible for businesses or anything that's more involved, such as international forms.

Pros

The main good thing about Drake software is it's very low price point. At times it makes you wonder how they're able to afford it.

Cons

Clumsy navigation and lack of consistency, especially with the state returns. Lots of times you need to jump up and down the different tabs that are hidden within other tabs in order to find a missing checkbox.

Switched from

[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)

The price of Drake Software is probably the only reason why people are using it. It helps new tax businesses enter the market because other programs are significantly more expensive

Review Source

IT

Ion T.  
CEO  
Accounting  
Used the software for: 2+ years

### "they raised the cost by 23.10%"

April 21, 2026

1.0

I am OK to deal with occasional (but painful) software hang-ups, but I hope they rethink this approach, because it’s pushing long‑time users away. No company should ever increase their prices 23%+ year-over-year.

Pros

Works as it should most of the time. It can be an efficient platform if used properly. Just need to be gently so it does not hang up, as it tends to do that.

Cons

The latest 23.10% price increase is disappointing. Year‑over‑year hikes of this size don’t reflect the value delivered, especially when many features remain unchanged. It feels like the company is prioritizing revenue over long‑term customer relationships.

Review Source

RK

Rayid K.  
Accountant  
Accounting  
Used the software for: 2+ years

### "Used to be so much better"

January 30, 2026

1.0

This software is horrible compared to what it used to be. I've been using it since 2012. Drake was sold 3 years ago and it's gotten MUCH WORSE since then. This year is the worst, by far. I've spent countless hours with support and they don't help. I will not be renewing it for next year. My advice is STAY AWAY!

Pros

Nothing anymore. Cost is reasonable, but it's not worth the hassle you will have. Most positive reviews are from years ago.

Cons

The software used to be good. Now it is junk. Most positive reviews are from years ago. It is frustrating to deal with now. Customer since 2012 but this is my last year with them.

Review Source

MH

Mark H.  
Director of Tax  
Financial Services  
Used the software for: 6-12 months

### "Drake Tax - great solution for simple tax practice"

May 12, 2025

5.0

My experience with Drake Tax is great. It punches way above its weight for the price.

Pros

For a simple tax practice, this does just about everything you need it to. The price is certainly right and it scales well with a growing tax practice. I like how quickly you can go from start to finish once you understand where the inputs are.

Cons

I did not like how the state returns are extremely manual and do not flow well from state K-1s. I also think the customizable letters are very cumbersome to deal with

Alternatives considered

[Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/)[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)

Reason for choosing Drake Tax

price and familiarity from a long time ago

Review Source

BC

Bernie C.  
CEO  
Accounting  
Used the software for: 2+ years

### "Drake Tax is a powerful and useful tax preparation software"

March 24, 2025

5.0

Our overall experience with Drake Tax has been wonderful. Once you get past the huge learning curve of the many options and “outdated” interface the software is an immensely powerful tool. The ability for the software to update clients from prior years is a particularly useful feature and saves us a lot of time. We have been using this software for over a decade and it has worked flawlessly. When we have issues, we contact Drake’s support and they respond very quickly with a resolution.

Pros

\- Great customer service - Local installation instead of cloud based - Updating client profiles imports return information from prior year - Filing amended returns is quick and easy

Cons

\- User interface has a large learning curve

Review Source

GD

Greg D.  
Partner  
Accounting  
Used the software for: Less than 6 months

### "Worst software Ever"

February 12, 2025

1.0

The worst experience / product I’ve ever used.

Pros

Nothing, it is so bad. I can’t think of a single thing.

Cons

Setup has been a nightmare experience for us. We are way behind on tax season and their customer service is a joke. Wish we never signed up. Just pay a little more and get a legit tax software. Drake hasn’t changed since the 1990s.

Review Source

SD

Sean D.  
Tax Manager  
Accounting  
Used the software for: 6-12 months

### "Does not function"

October 10, 2024

1.0

Pros

When it's working it is a very old looking version of IRS tax forms on your computer

Cons

It's a joke - I am trying to run a tax firm but preparers can't function because Drake updates every few days and the software is unusable unless everyone in the firm is logged out at the same time for an update.

Review Source

CM

CHERIF M.  
Admin  
Accounting  
Used the software for: 2+ years

### "WORSE CUSTOMER SERVICES EVER"

July 25, 2024

2.0

Very disappointed in customer service and the person \[sensitive content hidden\] responsible to change my email address.

Pros

I like the software and its functions. One of the best software in the market.

Cons

I have been calling Drake for over year now to change my email to be able access my Drake online account but no answer till today. I couldn't even login to renew my 2023 tax software and use my rights networks.

Switched from

[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)

I switched to Drake tax software since 2012.

Review Source

JJ

Justin J.  
Owner  
Accounting  
Used the software for: 2+ years

### "Great Tax Software"

March 26, 2024

5.0

Pros

Drake Tax is easy to use and is generally very accurate. I like that it pulls information from one year to the next, which saves time on data entry. It is also very easy to speak with someone from Drake on the phone.

Cons

Sometimes navigating to a different screen can be difficult. There can also be difficulty with determining how taxes are being calculated in the program.

Alternatives considered

[TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/)

Review Source

VR

Verified Reviewer  
Branding Manager  
Accounting  
Used the software for: 2+ years

### "Amazing Customer Support"

February 19, 2019

5.0

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.

Review Source

BC

Brett C.  
Owner  
Law Practice  
Used the software for: 6-12 months

### "This product is terrible - DO NOT BUY"

April 23, 2020

1.0

This is a terrible product. Preparing returns takes a lot longer with Drake than it did with Pro Series.

Pros

The customer service people speak english.

Cons

I think I could do returns more effectively with an excel workbook. This software is very difficult to use and unable to handle complex business returns. In pro-series when you receive an error message Pro Series provide a link to the issue. Drake simply says "error on schedule..." Drake does not explain the error and at times Drake references a form that is not even available on the Drake software. Additionally, when you convert Pro Series accounts to Drake, Drake does not transfer all of the information so you have to review the forms to determine if the correct data was transferred. You might as well reenter all of the data if you have to go in and fix it. The sales person pulled a bait and switch telling me that payroll products were included for a flat fee and then charged me for the payroll product and told me she made a mistake. When I make a mistake I acknowledge it and take care of the issue on my dime. Not Drake, they put it on the client. Drake also has a no refund policy after December 31. I do not know any tax preparers that would be using their 2019 tax preparation software before 12/31/2019. I suppose if I made such a poor product I would also limit the ability for customers to return it. Honestly if I wasn't so busy I would file suit for the refund of the price just because it infuriates me to be scammed like this. Maybe this summer my schedule will open up and I will do so.

Reason for choosing Drake Tax

Cost. My mistake because you truly get what you pay for with Drake.

Review Source

CP

Cheri P.  
Accountant Assistant  
Accounting  
Used the software for: 2+ years

### "Great software for Tax Preparation"

December 2, 2022

5.0

Our accounting office has used Drake for years and can't say enough good things about it for tax preparation. They have listened and added more features here and there. Their customer service is personal and professional.

Pros

Drake has software that is accurate with the tax forms and tax changes. It leads you to ask more questions and be very detailed and accurate with your clients.

Cons

I use another software program for my payables and receivables, so I have not used that feature on Drake. We also use a different one for payroll calculation for clients.

Review Source

MM

Marshall M.  
EA  
Legal Services  
Used the software for: 2+ years

### "EA Tax Prep"

December 15, 2022

5.0

Great have used it for over a decade

Pros

Amount of forms ease of use and price customer service \[SENSITIVE CONTENT\] values

Cons

parts of system not flexible needs to allow more run for professionals to act professional

Reason for choosing Drake Tax

attention to details and ease of use all in one package

Review Source

JL

June L.  
owner  
Accounting  
Used the software for: 2+ years

### "Software for Small Company"

December 16, 2021

5.0

Drake has outstanding customer service -always has. I like that when you call you get a live person and not voice prompts. If someone is thinking about purchasing a tax software program, you need to seriously consider Drake.

Pros

I have used this software for over 12 years. A few years ago, I opened my own practice and Drake was by far the least expensive program out there. Since I had already been using the software, the transition to my own company was easy. I didn't have to worry about the learning curve of knowing the software and it was easy to setup and start by business.

Cons

I opted to include Drake Accounting in my package, but feel that the Accounting program isn't as easy to accommodate as the tax program is. But I have still used it for the w-2 and 1099 and it seems to get what I need done.

Review Source

JS

Jeffrey S.  
President  
Accounting  
Used the software for: 2+ years

### "Look no further than Drake"

August 16, 2022

5.0

I switched to Drake in 2006 and will Never change again. Customer service is great and the software continues to offer everything I need to stay current and keep up to date.

Pros

Software is easy to install, easy entry on all tabs and workflow integration is great.

Cons

I have no cons with Drake software. Best choice I made.

Review Source

BP

Bethany P.  
Accountant  
Accounting  
Used the software for: 2+ years

### "I really like Drake Tax"

July 22, 2023

3.0

Drake has been great to use so far

Pros

It is very affordable and the customer service has been really great

Cons

It is sometimes hard to figure out where to input some items

Review Source

ST

Susan T.  
Owner  
Accounting  
Used the software for: Less than 6 months

### "AVOID Drake"

March 8, 2022

2.0

Unpleasant, I was falsely told that I had more time to evaluate the product after purchase then I actually did so when I asked for a refund (no returns were filed) I was denied. Basically I was stuck paying for a cheap, inefficient program I won't use that would have cost me much more time to make sure everything was calculating right. Very disappointed.

Pros

Cost is the only pro for the program. I find the low cost doesn't make up for the shortcomings.

Cons

Navigation is cumbersome with multiple inputs needed for some tasks and other screens are hidden and have to be searched for so entries can be made and then some of the input screens are very limited. The program is quirky and inconsistent which did not lend itself to confidence in it and the interface was not efficient except for the most basic of returns. Some may find the shortcomings acceptable for a higher profit margin but I do not.

Reason for choosing Drake Tax

Cost and positive reviews by others. Now I want to warn others.

Review Source

VR

Verified Reviewer  
Senior Tax Analyst  
Construction  
Used the software for: 1-2 years

### "Drake is for beginners"

December 4, 2018

3.0

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.

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.

Review Source

JP

Jeanie P.  
President  
Accounting  
Used the software for: 2+ years

### "Good product for the money"

May 24, 2022

4.0

Pros

Drake is very user-friendly & easy to learn

Cons

Some of the advanced tax prep/planning needs are not available or do not work very well

Review Source

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