# Page 4 | Drake Tax Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - Is Drake Tax the right Tax Preparation solution for you? Explore 115 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/176133/Drake-Tax/reviews

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Drake Tax

3.8 (115)

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

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Last updated March 13th, 2026

# Page 4 - Reviews of Drake Tax

## Showing most helpful reviews

Showing 76-100 of 115 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AH

Anne H.  
Accountant  
Accounting  
Used the software for: 2+ years

### "Drake review "

May 27, 2022

4.0

1 Love Lacerte's tax analysis, wish Drake offered this. 2 Drake does not automatically carry info to form 4797 on disposition of assets.

Pros

Good tax, software with excellent support.

Cons

Yes, tax analysis ie maximum employer contribution. Maximum ira contribution.

Reason for choosing Drake Tax

Value, support, recommendations

Switched from

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

Cost

Review Source

AT

Ashia T.  
Owner  
Accounting  
Used the software for: 2+ years

### "Drake "

August 17, 2022

4.0

Pros

The low cost is amazing. it is also very user friendly.

Cons

Foreign Related Returns greatly needs to be improved.

Review Source

bP

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

### "Drake has changed"

February 14, 2023

1.0

Good till they sold now Bad

Pros

It used to be the best I found in 40 years of practice

Cons

It sold to a company in England, and ownership customer service sales are not good

Reason for choosing Drake Tax

same as above

Review Source

CH

Cristina H.  
Ceo  
Accounting  
Used the software for: 2+ years

### "Good product and great customer service "

May 25, 2022

4.0

Overall is a good product and have a great customer service.

Pros

I like the notes explaining the legislation. It is easy to use.

Cons

Sometimes to find the error is not that easy and for no reason the software close down.

Alternatives considered

[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, functionality and customer service

Review Source

Cece S.  
Accountant  
Accounting  
Used the software for: 2+ years

### "Best tax software on the market!"

November 13, 2018

5.0

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.

Review Source

NM

Naomi M.  
Owner  
Accounting  
Used the software for: 2+ years

### "Simple to Compex"

December 13, 2022

5.0

Pros

The price and ease of learning the program

Cons

Can't think of anything I don't like, lol

Review Source

JG

John G.  
owner  
Accounting  
Used the software for: 2+ years

### "Tax Practice Review"

February 8, 2022

3.0

Pros

Drake Tax Software relatively inexpensive and easy to use for small businesses such as ours. Support for the Tax Software ok if you get the right customer service representative.

Cons

Drake's securefilepro is a disaster. It is extremely slow and very difficult for users to use. Support is nonexistent. Management could use a refresher course in customer service.

Review Source

LF

Leonardo F.  
President  
Accounting  
Used the software for: 2+ years

### "The Best Tax Softwere ever "

September 9, 2019

5.0

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

Switched from

[CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/)

Very Expensive, extremely expensive, not friendly Softwere and bad customer service

Review Source

DL

David L.  
President  
Accounting  
Used the software for: 2+ years

### "serious user"

November 8, 2022

5.0

The Drake support and sales staff were very accomodating

Pros

The Telephone Support. The depth of the tax product was super

Cons

The Accounting program was not developed deep enough

Review Source

KH

Katelyn H.  
Bookkeeper  
Accounting  
Used the software for: 2+ years

### "Drake"

October 14, 2021

4.0

Pros

The features stay consistent from year to year so it is easy to transaction between years.

Cons

When updates happen they are automatically done in the software. If you didn't have a physical copy printed out, it would be hard to answer why the IRS did an adjustment to a client's taxes due to a tax law change.

Review Source

RD

Reg D.  
Owner  
Accounting  
Used the software for: Less than 6 months

### "I now know why this software is so cheap"

January 25, 2023

2.0

Not working anywhere close to how it shouldOnly seeming advantage is price, but that is exponentially vanishing as my time is wasted trying to get it to work as it should.

Pros

So far nothing. The conversion from Ultratax does not work as it should.No basis converted for 1065 & 1120S returns.Has not converted asset information.

Cons

Has not successfully imported my asset data from Untratax, and customer support can not figure out whu

Alternatives considered

[CCH iFirm](https://www.capterra.com/p/185242/CCH-iFirm/)[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

Mostly Price

Review Source

VR

Verified Reviewer  
Owner  
Accounting  
Used the software for: 1-2 years

### "Very Professional tax software with excellent customer support"

January 27, 2019

3.0

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.

Review Source

RS

Rich S.  
Owner  
Financial Services  
Used the software for: 2+ years

### "Good but not great"

November 25, 2020

4.0

Pros

I like the fact that Drake is not too expensive and it is easy to learn most of the software.

Cons

The company does not do a great job of fixing bugs and issues quickly and their customer support team is a mishmash of very talented people and some very new and inexperienced people. Wish we could give feedback after a support call or have a specific team to answer my questions.

Review Source

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

### "Best Tax Software "

October 16, 2018

5.0

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

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.

Review Source

JR

James R.  
Tax preparer  
Accounting  
Used the software for: 2+ years

### "Great software "

December 3, 2019

5.0

My overall experience with Drake tax is amazin and I recommend it highly

Pros

Drake tax is a great software that is affordable and really easy to use. They have the best support for customers as well.

Cons

With Drake tax there really is nothing bad to say. If there is a problem that arises they fix it asap.

Review Source

cD

charlene D.  
tax preparer  
Financial Services  
Used the software for: 2+ years

### "great software"

August 31, 2021

5.0

Pros

Drake is very easy to use and informative. they go above and beyond to answer all of your questions..

Cons

I have no problems with this software great product.

Review Source

JH

Jeffrey H.  
President  
Accounting  
Used the software for: Less than 6 months

### "Lot's of problems with converted files"

January 9, 2020

4.0

So far, I'm worried that I'll have to manually do each return to be sure Drake is doing things correctly.

Pros

At present, I'm worried. The customer service is prompt and very helpful.

Cons

Can't see what the results for entries are without going through the steps to view the return, a waste of time and needless works. To many black boxes, can't find out where the numbers come from. Problems with MA wages for gov't employees and estimated tax payments can't be self computed or rounded no am I certain they can be e-filed. K-1 inputs should have the same entries as the K-1 forms. MA part-year resident returns are not properly prepared. Not as easy to use as the tax form filled programs

Reason for choosing Drake Tax

Good reviews, some colleagues used it, get a lot for your money, Accounting, Payroll processing and return filing.

Review Source

VR

Verified Reviewer  
Tax Preparer  
Accounting  
Used the software for: 1-2 years

### "Excellent Tax Preparation Software"

March 7, 2019

5.0

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.

Review Source

TT

Tina T.  
Owner  
Accounting  
Used the software for: 2+ years

### "Income Tax Software Review"

May 16, 2019

5.0

I have used Drake software for several years and have been very pleased with both the software and their customer support.

Pros

Extremely user friendly, easy to navigate between screens and excellent customer support team.

Cons

I do not have any complaints about the product.

Review Source

GH

Gina H.  
Office Assistant  
Accounting  
Used the software for: 2+ years

### "Drake Tax 2017"

January 7, 2019

5.0

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.

Review Source

Cayce C.  
Partner  
Accounting  
Used the software for: 2+ years

### "Great option for small firm"

April 16, 2020

5.0

Pros

This software is a great option for a smaller firm, cost is reasonable and software handles most returns.

Cons

Complex items are more difficult to make work in this software.

Review Source

SC

Sergy C.  
Owner  
Accounting  
Used the software for: 2+ years

### "Drake believes that they are always right"

March 17, 2022

2.0

Awful

Pros

In years prior it was easy to use. Now it is no longer user friendly. Forget about that part.

Cons

The inability to overwrite the amounts in the software that I want to be reflected on the tax returns.

Review Source

IT

Irmita T.  
CSR  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Drake Tax"

November 2, 2018

5.0

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.

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.

Review Source

RC

REBECCA C.  
Owner  
Accounting  
Used the software for: 6-12 months

### "So Far So Good- bye bye Taxwise"

October 3, 2019

5.0

Customer service picks up on the second ring every time I call!! (and that is a bunch)

Pros

The functionality of the software, and the fact that i can select what forms to print. NY forms are included!!

Cons

So far the only thing I do not like is that I am still not a pro at it! I have to continue to look at the cheat sheet for shortcuts.

Review Source

MS

Mukund S.  
Business Head  
Financial Services  
Used the software for: Less than 6 months

### "Worst nightmare come true"

April 29, 2022

1.0

worst of the worst kind

Pros

Never buy Drake, their customer support is erratic and bunch of idiots with computers, not knowing to resolve any issues. Worst ever experience with taxation software, would never recommened even to my enemies...

Cons

customer service, no understanding of taxation, software full of bugs

Review Source

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