--- title: "Drake Tax Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Drake Tax Software - reviews, pricing plans, popular comparisons to other Tax Preparation products and more." source_url: "https://www.capterra.com/p/176133/Drake-Tax/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Drake Tax Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Drake Tax ## What is Drake Tax? Drake Tax, our comprehensive tax preparation software designed for tax professionals, is equipped with an array of features to facilitate swift and accurate preparation and e-filing of both individual and business returns. This allows you to concentrate on what truly matters: providing exceptional service to your clients and fostering the growth of your practice. ## What is Drake Tax used for? [Tax Preparation](https://www.capterra.com/tax-preparation-software/)[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Corporate Tax](https://www.capterra.com/corporate-tax-software/) Top alternative Featured Overall rating Based on 114 user reviews Reviews sentiment Positive 66% Neutral 11% Negative 22% Starting price $349.99 Flat Rate, One Time Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Drake Tax?[Manage this product listing](https://www.g2.com/products/drake-tax/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Drake Tax 3.8 (116) VS. [4.0 (366)](https://www.capterra.com/p/75673/AvaTax/reviews/) Starting Price $349.99 Flat Rate, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (116) Ease Of Use 3.8 (3,631) Value For Money 4.0 (105) Value For Money 3.6 (3,040) Customer Service 3.8 (109) Customer Service 3.4 (2,937) ## Drake Tax alternatives Highest Rated [TaxDome](https://www.capterra.com/p/186749/TaxDome/) [4.7 (3,631)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/186749/TaxDome/) [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/) [4.6 (242)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/) Starting price $895.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179883/my-TAXprep-office/) [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) [3.9 (165)](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 73% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) [4.1 (17)](https://www.capterra.com/p/249726/Lacerte-Tax/reviews/) Starting price $429.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/249726/Lacerte-Tax/) [View all alternatives](https://www.capterra.com/p/176133/Drake-Tax/alternatives/) ## FAQs about Drake Tax Overview ### What problems does Drake Tax solve? Drake Tax solves repetitive tax-return data entry and difficult form navigation by carrying forward prior-year details, storing client documents, and supporting entry by source forms or tax-form lines. Tax preparers, accounting firms, and small-business practitioners benefit from faster individual and business return preparation, error checks, and accessible client history. Answer based on 21 reviews Overview ### Which roles and teams benefit most from Drake Tax? Drake Tax is most used by tax firm owners, presidents, and partners who oversee client tax operations and filing deadlines. CPAs, enrolled agents, accountants, and tax preparers use it to prepare individual and business returns, manage forms, calculate liabilities, and support accurate electronic filing. Bookkeepers and administrative staff assist with client records and workflow coordination. Answer based on 116 reviews Overview ### What company size and industries is Drake Tax built for? Drake Tax is designed for tax professionals filing client returns, primarily at small businesses, which represent 98% of reviewers, and in accounting, at 82%. It also serves financial services firms (10%) and law practices (2%), with tax preparation as the most common use case for 46% of reviewers. Answer based on 116 reviews Features and Usability ### What are the key features of Drake Tax? Drake Tax includes tax forms, tax calculations, and electronic tax filing for preparing and submitting returns. Its filing workflow tracks acknowledgements and helps monitor returns awaiting submission. Data import/export supports transferring tax information and forms, while tax planning supports client planning work. Access controls and document management also cover practice administration. Answer based on 16 reviews Pricing ### How much does it cost and what fees or limitations are included? Drake Tax offers a $349.99 pay-per-return plan, with additional 1040 returns at 34.99 each and business/entity returns at 49.99. A free trial is available. Reviewers often consider pricing reasonable for small firms, although some cite substantial annual price increases and limitations with complex returns. Answer based on 46 reviews Integrations ### Which third-party tools and platforms does Drake Tax integrate with? Drake Tax integrates with TaxDome, a client portal and document management platform used for uploading files, e-signatures, invoice payments, chat, and email. The integration also supports saving PDFs directly to TaxDome and sending completed tax returns through the portal. Answer based on 8 reviews Getting Started and Support ### How easy is it to onboard and train a team on Drake Tax? Drake Tax offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers report that experienced tax professionals and new employees often learn core workflows quickly, but users switching from interview-style software may need more time. Its dated, screen-based interface and complex options can create a significant learning curve for nontechnical staff. Answer based on 20 reviews Getting Started and Support ### What customer support options does Drake Tax offer, and how do users rate the experience? Drake Tax offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Many users describe support as responsive, helpful, and able to resolve questions quickly, including during tax season. However, some report inconsistent expertise, lengthy waits, conflicting guidance, and difficulty finding answers through self-service resources. Answer based on 68 reviews Tax preparation ### How easy is Drake Tax for preparing tax returns? Drake Tax supports cost-conscious tax practices with broad return coverage, e-filing checks, and data-entry options that become efficient after training. Solo preparers and smaller firms often value its affordability and compliance warnings, while new users may face a dated interface, difficult navigation, frequent updates, and limited visibility into calculations or complex business returns. Answer based on 58 reviews ## Features AI summary Based on 837 Tax Preparation reviews Not all Tax Preparation products cover every feature buyers care about most. Here is what Capterra reviewers identify as essential when choosing a solution: - **Tax Filing** (**68%** of reviewers rated this feature as critical) - **Client Portal** (**63%**) - **Client Management** (**52%**) Drake Tax supports **Tax Filing** and **Client Portal**, so firms can submit returns accurately and give clients a secure place to share and review information. However, it does not include **Client Management**. Instead, it offers other highly rated capabilities, including **Tax Forms** (**68%**), **Tax Calculation** (**65%**), and **Document Management** (**54%**). These features help tax professionals handle return preparation, keep records organized, and check calculations more efficiently, allowing teams to complete tax work with fewer manual steps. Tax Filing 3.8 (43) 79.07% of 43 reviewers that rated this feature as important or highly important The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Client Portal 3.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Tax Forms 3.8 (40) 82.50% of 40 reviewers that rated this feature as important or highly important Declaration of income made to tax authorities Tax Calculation 4.2 (46) 78.26% of 46 reviewers that rated this feature as important or highly important Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Document Management 3.5 (11) 72.73% of 11 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Data Import/Export 3.2 (37) 59.46% of 37 reviewers that rated this feature as important or highly important Import and export data to and from software applications Drake Tax 17 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Corporate/Business: Software specialized for corporate use - Data Import/Export: Import and export data to and from software applications - Data Verification: Process of checking different types of data for accuracy to avoid errors or inconsistencies - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Filing: Transmit documents to regulatory authorities over the web - For Tax Practices: Designed for tax practices - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return - Tax Forms: Declaration of income made to tax authorities - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Tax Planning: Financial planning for tax purposes --- Features 3.7 (116) 3.7 Based on 116 reviews ## Pricing Value for money 4.0 (105) Free Trial [View pricing plan details](https://www.capterra.com/p/176133/Drake-Tax/pricing/) Pay-per-return $349.99 Flat Rate,One Time It includes: - 1040 - 1040nr - 1041 - 1065 - 1120 - 1120h - 1120s - 706 - 709 - 990 - All State Packages - Data Conversion Software - Drake Accounting Pro 2022- $495 - Drake Documents - Drake Scheduler - Drake Tax 2002-2020 - Drake Tax Planner - E-Filing - Organizers Drake Tax Pro $2,195 Drake Tax 1040 $1,795 Value for money 4.0 (105) 4.0 Based on 105 reviews ## Support, customer service and training options Customer Service 3.8 (109) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (109) 3.8 Based on 109 reviews ## User reviews Overall rating 3.8 Based on 114 reviews Filter by rating Counts reflect reviews available in this feed. 5(56) 4(20) 3(13) 2(8) 1(17) Mentioned topic Recent reviews first, then most helpful PR President President Used the software for: 3-5 years ### "Mixed reviews" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 4/10 August 9, 2026 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. CE CEO CEO Used the software for: 3-5 years ### "they raised the cost by 23.10%" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 April 22, 2026 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. PM Payroll Manager Tax Payroll Manager Tax Used the software for: 3-5 years ### "Drake-Love It" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 10, 2026 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. AA Accounting and Tax Manager Accounting and Tax Manager Used the software for: 3-5 years ### "No vote if you don't use Rightworks." 1.0 Overall Rating 1.0 1.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 12, 2026 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. AC Accountant Accountant Used the software for: 3-5 years ### "Used to be so much better" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 4, 2026 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. PR PRESIDENT PRESIDENT Used the software for: 3-5 years ### "Best value for tax preparation software and you cannot beat the customer service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 20, 2021 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. OW Owner Owner Used the software for: 1-3 years ### "Drake Tax is perfect for soloprenuers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 July 17, 2025 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. OW Owner Owner Used the software for: 3-5 years ### "You get what you pay for" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 June 18, 2025 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. Mark H. Director of Tax Used the software for: Less than 1 year ### "Drake Tax - great solution for simple tax practice" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 May 13, 2025 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 CE CEO CEO Used the software for: 3-5 years ### "Drake Tax is a powerful and useful tax preparation software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 26, 2025 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 [View all Reviews](https://www.capterra.com/p/176133/Drake-Tax/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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