# Page 2 | Drake Tax Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Drake Tax the right Tax Preparation solution for you? Explore 113 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/176133/Drake-Tax/reviews/?page=2 --- Drake Tax 3.8 (113) [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 March 13th, 2026 # Page 2 - Reviews of Drake Tax ## Showing most helpful reviews Showing 26-50 of 113 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PN Paul N. Tax Director Accounting Used the software for: 2+ years ### "Good, but not great." February 20, 2025 3.0 This a complete package, but takes years of working with it to get things working smoothly and timely. Pros Complex environment that is well developed. Cons The logical expectation seldom worked with Drake. 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. 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 Once you get past the huge learning curve of the many options and “outdated” interface the software is an immensely powerful tool.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 RB Richard B. Owner Financial Services Used the software for: 2+ years ### "Covid recovery " November 29, 2024 5.0 Excellent. However, customer service has gone downhill since \[sensitive content hidden\] sold the company. Pros Cost Cons Inability to copy basic client data back to a prior year Alternatives considered [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reason for choosing Drake Tax Cost Review Source KK Kevin K. Admin Accounting Used the software for: 2+ years ### "Bad Customer Service" February 4, 2025 1.0 Poor customer service, policies that keep you waiting for phone calls that never come. Pros not much. the software is buggy and not very intuitive. too often manual intervention is needed to avoid mistakes. Cons Expensive for what you get. The customer service is not good because requested return phone calls never come. They are quite happy to waste your time Review Source AR Ashley R. Accountant Accounting Used the software for: 1-2 years ### "Good software for smaller firms" February 6, 2025 3.0 The customer service is impeccable however the software seemed to be a bit outdated. Pros It was easy to get the information entered into the system. Cons It is not cloud based and needs a server to have it "cloud" based. Review Source RB Robert B. Preparer Accounting Used the software for: 6-12 months ### "Worst Tax Software on the Market" December 3, 2024 1.0 Absolutely horrible. Merged with another firm who was using Drake and have convinced the other principal to change software. Drake is a perfect example of you get what you pay for. Pros Cheapest all inclusive product on the market. Price is about the only pro. Cons 1980s feel and look. Program has not had any major improvements for decades. New forms and tax law changes are shoe-horned in on screens like pimples on a face. Business returns are a nightmare to prepare. Balance sheet, M-1, and M-2 are black boxes and impossible to balance. Cannot track progress or see the effect of input data without doing a view/print then having to return to data entry and go looking for the entry field. EXTREMELY CUMBERSOME to work with. 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 RK Rivka K. Data Entry Accounting Used the software for: 6-12 months ### "Switched to Drake" September 6, 2024 4.0 switched to Drake this tax season and went well, good customer support Pros Easy to navigate from one form to another Cons old world look and feel, for example software could not handle a business name with a . in it Review Source FJ Frank J. Resident Accounting Used the software for: 6-12 months ### "Drake uses programmers not tax professionals to design their product" April 13, 2024 3.0 poorly trained staff but very friendly, unless u ask for their supervisor. I have been in calls w support for over an hour until I say “ u don’t know this do u?” When they answer in the affirmative you know they have staffing problems and they re trying to protect their managers from pirate clients Pros They are nice on the phone The portals work well n efficient Cons Their support staff is mostly untrained each year You must ask if the person u r talking to has been trained in the area u need help with Drake software folk cannot understand why, when a new user to their product, questions why Drake doesn’t flow information well between screens n forms Depending on whom u speak with - I have gotten “ that won’t work” when in fact management tells me- oh that is simple Staff does not understand their own software beyond the basics Reason for choosing Drake Tax Cost n promises by sales person n a cpa that they said had much exp w Drake… turns out he was near dead n retired for years Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Old cost was 25k minimum per year, Drake starts at 65 Review Source MJ Maribeth J. Income Tax Return Preparation Coordinator Accounting Used the software for: 2+ years ### "A fantastic tax return prep program." April 5, 2024 5.0 Drake makes it easy for our staff, at any level, to do their job with confidence. With its built in error messages and data validation features it is a great program. Pros Drake helps us optimize the time spent on each return because the built in compliance features and warnings gives us confidence that we are thorough with each return. The Gruntworx feature is a game changer, allowing us to minimize data entry needs. Cons My only issue is with the updates process. Obviously, real time changes make them necessary, however I am often the first person in and when I access Drake it requires all users are logged out. Because we are a small office it is easy enough to do but I can't imagine how that would affect a larger firm. Switched from [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Pricing was the primary reason, but the support availability and quality has only reinforced our belief we made the right choice. Review Source SC Susan C. Owner / Tax Preparer Financial Services Used the software for: 2+ years ### "The Best Software for Tax Preparation/Management" April 13, 2023 5.0 Overall I would Highly recommend Drake Tax and accounting software. Pros The many functions and features provided to service your clients and provide them the best value for their money. Cons Billing section. Also every year we get the full package from Drake. I would love to see them maybe include a few free Continuing Education Credit with the purchase. Reason for choosing Drake Tax The value for our money and the fact that Drake is a pioneer in the industy. Also noticed that many other services seem to utilize drakes software and then just customize it to their comoany Review Source MAB Marie Alana B. CPA Accounting Used the software for: 2+ years ### "Drake is a best in class tax preparation software." March 17, 2022 5.0 Overall, very good. I'll be very sad if I need to leave them to find a better cloud-based tax software. Pros I've been using Drake for over 10 years for tax prep. The pay-per-return was a fabulous price for when my practice was very small. Now that I have nearly 200 tax returns, I use the unlimited version and it's priced much better than comparable tax prep software. And their customer service over the years has been amazing. I've used several other tax software programs over the years and so far, this is the best. Cons The ONLY thing I find frustrating with Drake is the inability to work in the cloud without paying $100/mo per user for their hosting service (on top of the cost of the software). I have a remote accountant that would love to help enter tax data but I'd have to pay for all of the users in my office just to have the one remote accountant have access as well so it's not cost effective. They really need a cloud-based accounting option. Reason for choosing Drake Tax Mostly price, but I've stayed because of the quality product and superb customer service. Switched from [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/) Needed a tax software that was more reliable and user friendly. Review Source TB Thomas B. Owner Accounting Used the software for: 6-12 months ### "Drake is OK for the price but has flaws and the product support doesn't live up to prior reputation" June 14, 2022 3.0 I tried Drake tax because I received sales calls at least 4 days a week for over a year....so I figured I'd try the PPR version. I also tried it because Drake had a superior reputation for product/customer support (i.e., when something may not appear to report correctly, they respond and address it if so). That may have been true at some point, but I haven't found it so. As a new user, over the course of about 18 months, I contacted Drake maybe 5 times about an issue with either Drake Tax or Drake Portals. In most cases, the first point of contact didn't really understand the issue (which is OK). But, I hardly ever received any callback response from anyone who could respond to the issue (after being told I would). So, as far as I am concerned, Drake has no more support or concern about potential reporting issues than any other competitor (which is generally none). As long as that's the case, it seems better to go with a tax prep software that gets reporting right more often than not, such as Prosystem, Proconnect, or Ultratax if you can afford it. Pros For the money, Drake Tax offers more value compared to competitors. It's certainly not the worst. If you can't afford a more robust solution like Ultratax, Prosystem, or Lacerte, and you don't do terribly complex returns, Drake is a reasonable choice, and the Drake portal integration is pretty serviceable. The asset manager in Drake Tax is one of the best I've used, and handles group/bulk sales quite nicely. The built in integration with a document manager which automatically creates client folder structures when a new client is added is also handy. Cons Allocating things between states in Drake can be cumbersome, making you create a separate tab for each state rather than allocating in a grid, etc. Certain things do not flow correctly to the return without substantial preparer oversight or adjustment. State specific codes or items, vacation home loss carryovers, QBI reporting, PY basis losses reporting on Sch E among others. Product/Customer support has historically had a good reputation, but I've certainly found the opposite to be true. I've found no more concern for product support and customer inquiries than any other platform, which takes away a big reason for considering Drake in the first place. Alternatives considered [Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/)[UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/) Reason for choosing Drake Tax I still haven't made any final decision for the home office practice. I use UltraTax in my day job, and I stick with that as my primary software. Review Source KK Kevin K. Owner Accounting Used the software for: 2+ years ### "E-Signature limitations" October 6, 2023 5.0 Drake is continually improving their product and that is an important goal. The price of an annual subscription isn't cheap but there is entrance pricing for new offices. Drake Tax Software is in my opinion so much better than many other high priced solutions. The customer service is simply great. Pros Great customer service, fairly easy to use and administer, diagnostic feedback and information is very helpful. Portals allows me to work with my remote clients efficiently but there are some key limitations. Cons Portals remote e-signature is very helpful in most cases. However, in the case were the surviving spouse needs to sign in both places Portals falls down. It will not allow the surviving spouse to sign the return despite have death certificate and letter of testamentary. That is ridiculous and mind-numbingly stupid. Alternatives considered [TaxAct Business](https://www.capterra.com/p/186938/TaxAct-Business/)[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[ONESOURCE Trust Tax](https://www.capterra.com/p/80638/ONESOURCE-Trust-Tax/) Reason for choosing Drake Tax Customer service, ease of use and navigation, organization of data, and ease of filing. Review Source DC Debi C. owner Professional Training & Coaching Used the software for: 2+ years ### "Best customer service and great value" December 20, 2022 5.0 Drake is a wonderful company to work with their values come through in all they do Pros The great customer service and the values the company stands for Cons I enjoy working with Drake if I have a problem they can usually help me quickly Reason for choosing Drake Tax Their Christian testimony and the reveiws of other users Review Source SV Sandra V. CPA Accounting Used the software for: 2+ years ### "Wouldn't Use Again " August 15, 2023 1.0 Started off working well but went downhill in the last few years. Too many updates as well. Pros I had used for 14 years. If you have simple returns to prepare, it might be OK. Otherwise, look elsewhere. Paying more money will save you time in the long run. Too many boxes to check, details to check. Cons Business returns had balance sheet errors, M1 errors, depreciation errors, errors on the sale of an asset. Review Source HC Heidi C. CEO Accounting Used the software for: 6-12 months ### "Powerful Professional Tax Prep Software!" April 14, 2023 5.0 There is a reason DrakeTax is the #1 Professional tax software in the US. It does an amazing job. Pros I really love the worksheets feature, it is integrated so nicely and really helps me keep track of my work. The integration with the TaxBook is also very helpful! Cons DrakeTax has a learning curve as it is not set up interview style, you have to know what you are doing and where to go. It also is outdated visually, it reminds me of a windows program from the 90's or early 00's.I wish the pay-per-return feature was available for corporate returns. Alternatives considered [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)[ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reason for choosing Drake Tax Drake is by far the most popular tax software and is reasonable priced. It also has a pay-per-return feature and integrates with the tax book, e-pay, drake documents, drake portals, and more. 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 GT Gavin T. CPA Accounting Used the software for: 2+ years ### "Great value for smaller firms" December 20, 2022 4.0 Overall we have been happy with Drake for several years now. We looked at some alternatives this summer in response to the issues our clients had with the esignature process but ultimately determined Drake was still the right fit and we found another solution for the esignatures. Pros Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Most other software charges you extra for additional states. Drake runs quickly and covers our needs for tax preparation. Cons The biggest drawback for Drake is the esignature process through Drake Portals. The system is not user friendly and many of our clients had difficulty completing the process or didn't receive clear communication once they did complete it that they were done. Switched from [UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/) After a 3-year contract our quote for UltraTax tripled. Review Source RR Romaine R. CPA Accounting Used the software for: 2+ years ### "Form 8825 is manual" June 29, 2023 2.0 Use to be very good. Had very good technical with quick answers in customer service. That has totally gone downhill in the last 2 years. People answering the phone have no experience doing returns nor experience with the software. The software has many missing holes and if you don't know what you are doing as a preparer you will be sending out incorrect tax returns and the reviews do not pick up errors and there is nothing that tells you that the allocation of days on Form 8825 is manual - MANUAL!? WHAT? Pros The fact that data does not carry from federal to state, Form 8825 is manual for allocation of rental days to personal days and does not tell you that (how many returns have been efiled wrong?), Hard to trouble shoot, easy for a return to be wrong if you don't know what you are doing. Cons Form 8825 - rental property should not be manual for allocation of personal to rental days!!! 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 KO KENNETH O. PRINCIPAL Accounting Used the software for: Less than 6 months ### "Once you're up to speed it's a great cost effective product!" January 7, 2021 5.0 I've got 15 returns in progress at the moment (990, 1120S/H, 1040, 1041), and now know where to find the entry points for the data I need. When you calculate and view the return the program spits out notes on what is wrong and tells you how and where to fix things. You can print right to the portal so client communication is great. There are multi prepared, billing, and client management functionality I don't need and can't comment on. Once you're up the learning curve you are in an excellent cost effective tax return package! Pros I was a long time ATX user and do only a small number of returns yearly in my private practice. The yearly cost kept going up and up and my sales person was unresponsive to my cost concerns. Drake has an ATX conversion program which I tried on 2019 and it brought over some large asset lists correctly so I took the plunge. I also bought Drake's portal software and will end up spending less than half of what I spent on ATX without the ATX portal. There are lots of video tutorials and an nice set of help functionality. Usually I just played with entries until I got the tax form to be right and that was how I learned the program. The Support is GREAT. A real person answered the phone instantly(!), and they knew what they were doing. Cons I've used TaxSlayer, TurboTax, and ATX. ATX's big advantage is you can click on a form and go directly to the input screens and it is in general more user friendly. I learned Tax Slayer last year as an AARP Tax Aide Volunteer. With Drake there was a tougher learning curve than Tax Slayer to figure out where and how to enter data and how the program thinks with the override entries, but once you get the hang of things it becomes straight forward. There is a search bar at the bottom of the main screen which is often helpful pulling up the correct data entry screen. Reason for choosing Drake Tax ATX data import. Review Source PC Patricia C. OWNER Financial Services Used the software for: 2+ years ### "Drake Software" September 28, 2023 5.0 I like the fact that the information rolls over from prior year. I can file personal and business returns. After the tax season, returns are free. Pros Pricing, if I don't want the unlimited, I order 10 return submissions then add as I need. State filing is included. Cons Not enough educational videos for training Switched from [H&R Block](https://www.capterra.com/p/123072/H-R-Block-At-Home-Premium-Business/) You can only file 5 returns no matter how many software package you buy. 1 per computer Review Source aG angela G. owner Accounting Used the software for: 2+ years ### "Disappointed " May 26, 2022 1.0 not great. The lack of communication made me unaware of returns that were not filed and it cost me hundred in penalties. When I called customer service the supervisor was extremely rude, antagonizing, impatient, and refused to take any responsibility for the errors. Pros It is User Friendly and customer service is available with little or no hold time. Cons Communication with e-filing. The acknowledgments can be inaccurate or misleading which leads to confusion on the returns actually being filed. this caused some of the returns to be late and such clients incurred penalties which we had to reimburse them for. Switched from [UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/) as mentioned above. The software cost me a fortune in penalties and was not reliable. Review Source Similar Products Featured