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Informazioni su Drake Tax
Accelera l'elaborazione e la preparazione delle dichiarazioni fiscali con il monitoraggio dei processi in tempo reale, la pianificazione degli appuntamenti e gli strumenti di comunicazione.
The built in integration with a document manager which automatically creates client folder structures when a new client is added is also handy.
Limitation on some business type returns and complex features.
Filtra le recensioni (103)
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Filtra le recensioni (103)

1st year user
Commenti: This is my first year with Drake and it is very functional for the cost. Drake is constantly improving and listens to their clients.
Aspetti positivi:
Drake has myriad training avenues and has provided for solid tax planning opportunities.
Aspetti negativi:
Some of the functionality is clunky. There are fields that could auto-populate from demographics that do not. This requires repeat entries.
Alternative considerate:
E-Signature limitations
Commenti: 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.
Aspetti positivi:
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.
Aspetti negativi:
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.
WORSE CUSTOMER SERVICES EVER
Commenti: Very disappointed in customer service and the person [sensitive content hidden] responsible to change my email address.
Aspetti positivi:
I like the software and its functions. One of the best software in the market.
Aspetti negativi:
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.
Worst Tax Software on the Market
Commenti: 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.
Aspetti positivi:
Cheapest all inclusive product on the market. Price is about the only pro.
Aspetti negativi:
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.
Switched to Drake
Commenti: switched to Drake this tax season and went well, good customer support
Aspetti positivi:
Easy to navigate from one form to another
Aspetti negativi:
old world look and feel, for example software could not handle a business name with a . in it
Drake Software
Commenti: 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.
Aspetti positivi:
Pricing, if I don't want the unlimited, I order 10 return submissions then add as I need. State filing is included.
Aspetti negativi:
Not enough educational videos for training
The Best Software for Tax Preparation/Management
Commenti: Overall I would Highly recommend Drake Tax and accounting software.
Aspetti positivi:
The many functions and features provided to service your clients and provide them the best value for their money.
Aspetti negativi:
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.
Alternative considerate:
Powerful Professional Tax Prep Software!
Commenti: There is a reason DrakeTax is the #1 Professional tax software in the US. It does an amazing job.
Aspetti positivi:
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!
Aspetti negativi:
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.
Alternative considerate:
Great Tax Software
Aspetti positivi:
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.
Aspetti negativi:
Sometimes navigating to a different screen can be difficult. There can also be difficulty with determining how taxes are being calculated in the program.
Does not function
Aspetti positivi:
When it's working it is a very old looking version of IRS tax forms on your computer
Aspetti negativi:
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.
Form 8825 is manual
Commenti: 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?
Aspetti positivi:
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.
Aspetti negativi:
Form 8825 - rental property should not be manual for allocation of personal to rental days!!!
Disappointed
Commenti: This is not something I should repeat every time the file is not completely closed
Aspetti positivi:
Price.Close the file after five minutesStay open when we are working, which includes SundayGive Christians a day off!
Aspetti negativi:
When a file is NOT closed, the timer should shut down after five minutes. And why are you not open on Sunday?
Drake has changed
Commenti: Good till they sold now Bad
Aspetti positivi:
It used to be the best I found in 40 years of practice
Aspetti negativi:
It sold to a company in England, and ownership customer service sales are not good
Look no further for tax software!
Commenti: So glad I listened to a couple of colleagues when they recommended Drake Tax! Normally when you are using an expensive tax software, you spend more time looking at how to correct the diagnostics than you do to input the return. Not with Drake Tax. The exceptions and notes tell you exactly what screen to go to. Each error message can be handled within a few minutes. Making the overall tax process smooth and enjoyable.
Aspetti positivi:
This is one of the most all encompassing tax programs out there. Feature for feature - I see why a lot of firms use Drake. Easy to work with - move around - get right to the area you need - and if that is not enough - the help you get is unbelievable!!! bar none! I admit I had to call them a couple of times this busy season (since it was my first time to use it) and every call was answered by a person that easily answered my question within a couple of minutes. EVERY TIME! I don't think I was ever put on hold. The customer service is outstanding as the software is. It interfaced so easily with Tax Dome as well.
Aspetti negativi:
The only drawback I saw was that it was not in the cloud. It might be a possibility but I didn't have time to waste this season if you know what I mean. If it could have been in the cloud and synchronize with Tax Dome automatically - I would be in heaven. I have to worry that my laptop could be stolen and then I would be in terrible shape...
We are more profitable with Drake Tax
Commenti: We have been able to be much more efficient with Drake Tax and have been happy to get our profits up by reducing all of the costs of our other software.
Aspetti positivi:
Drake Tax is easy to implement, user friendly, and very cost effective. We were using another tax software and the base cost was much higher and then we were always spending more money every month on special authorizations and e-file fees. Our costs were out of control. With Drake there is one annual fee and nothing else all year. And that fee covers all of our installations, every type of return, and all e-file fees, there are no hidden costs and no extras.
Aspetti negativi:
There have been just a few times over the years where there was a statement or a form that I needed to include that the software did not produce. In those few cases though I just prepared the statement and attached it as a PDF to the return before e-filing, so, it was not a big deal.
This product is terrible - DO NOT BUY
Commenti: This is a terrible product. Preparing returns takes a lot longer with Drake than it did with Pro Series.
Aspetti positivi:
The customer service people speak english.
Aspetti negativi:
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.
Great with Admin and Support
Commenti: We have used Drake for years. Would love to be able to take a full-view webinar of everything the program offers. With the exception of one tax season, they have been reliable and foremost - easy to administer.
Aspetti positivi:
Drake's people answer the phone within a few rings and speak Americanized English. Their admin function is best we have seen; fast and easy
Aspetti negativi:
This appears to be a DOS-based program modified for Windows use. We have used other tax software that allows you to input the info directly into the tax form, instead of hunting through a bunch of Dos-looking screens to find the place to input info. Also - amazingly, Drake does not offer Refund or Owed updates as you input info. The learning curve due to the various Dos screens add to the length of time to implement with a new user
Software for Small Company
Commenti: 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.
Aspetti positivi:
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.
Aspetti negativi:
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.
Ease of use with Drake Tax
Commenti: Excellent. We have gone through several companies and it is by far the most user friendly.
Aspetti positivi:
I love how easy forms are to find use and fill out. Easily checking for errors and tracking past years returns.
Aspetti negativi:
Some help features could use more instructions.
Drake Tax
Commenti: Good experience. Not great, but not too bad after all.
Aspetti positivi:
The software isn't hard to use, the user-interface looks fancy, and the customer support is great and responsive.
Aspetti negativi:
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.
Drake is for beginners
Commenti: 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.
Aspetti positivi:
Drake has the best customer service in the tax business, and is the most affordable professional tax software on the market.
Aspetti negativi:
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.
Good product for the money
Aspetti positivi:
Drake is very user-friendly & easy to learn
Aspetti negativi:
Some of the advanced tax prep/planning needs are not available or do not work very well
Drake review
Commenti: 1 Love Lacerte's tax analysis, wish Drake offered this. 2 Drake does not automatically carry info to form 4797 on disposition of assets.
Aspetti positivi:
Good tax, software with excellent support.
Aspetti negativi:
Yes, tax analysis ie maximum employer contribution. Maximum ira contribution.

Best tax software on the market!
Aspetti positivi:
Ease of use. GUI is fantastic. Robust enough to handle the most difficult returns yet simple enough to be efficient.
Aspetti negativi:
Updates could be done on a more timely basis.
serious user
Commenti: The Drake support and sales staff were very accomodating
Aspetti positivi:
The Telephone Support. The depth of the tax product was super
Aspetti negativi:
The Accounting program was not developed deep enough