--- description: Review of Drake Tax Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Drake Tax | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Corporate Tax Software](/directory/4282/corporate-tax/software) > [Drake Tax](/software/444430/drake-tax) # Drake Tax Canonical: https://www.softwareadvice.co.uk/software/444430/drake-tax Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.uk/software/444430/drake-tax?page=2) > Drake Tax is a tax preparation software designed to meet the needs of professional tax preparers. Its suite of features aims to streamline the tax preparation process, enhance accuracy and improve efficiency for users. This software addresses various aspects of tax filing, providing users with tools that facilitate both federal and state tax return preparation. Drake Tax helps small to midsize accounting firms streamline returns operations for multiple clients via a unified portal. The platform enables organizations to compare and evaluate taxes for different states and print forms in Spanish. A significant feature of Drake Tax is its intuitive data entry system that allows users to input tax information quickly and accurately. The software uses a double-entry system to cross-reference data, significantly reducing the likelihood of errors. Additionally, Drake Tax includes extensive diagnostic tools that automatically scan returns for mistakes and omissions, offering suggestions for corrections. These features are central to ensuring the accuracy and completeness of tax returns. Drake Tax allows tax professionals to handle data entry operations and reduce keystrokes using the doublechecking functionality. It offers various features such as electronic signatures, calculation error messages, return archiving, joint filing, amortization schedules, automated data flows and more. Additionally, tax professionals can evaluate taxes for multiple years, identify and correct calculation errors, and share PDF documents with clients. The software includes comprehensive tax planning tools, enabling preparers to offer clients detailed tax planning services. These tools assist in projecting future tax liabilities, aiding in the development of strategies to minimize tax burdens. Moreover, Drake Tax provides customizable client letters and forms, facilitating clear and professional communication with clients throughout the tax preparation and planning process. Drake Tax offers a range of integration capabilities with other applications, including document management solutions and accounting software. Integration with Drake Documents allows users to store and manage client files within the same system, ensuring that all relevant information is easily accessible. The software’s ability to connect with Drake Portals further enhances client interaction by enabling the secure transmission of documents and data between preparers and clients. Drake Tax also integrates state return support, which simplifies the preparation of state-specific tax documents. Users can prepare, view and e-file state returns for multiple states within the same platform, which enhances convenience and productivity. This multi-state functionality is particularly beneficial for tax professionals dealing with clients who have obligations in different jurisdictions. Drake Tax is available on monthly subscriptions and support is provided via phone, email and other online measures. > > Verdict: Rated **3.8/5** by 113 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.8/5** | 113 Reviews | | Ease of Use | 3.8/5 | Based on overall reviews | | Customer Support | 3.9/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 3.7/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Drake Software - **Location**: Franklin, US - **Founded**: 1977 ## Commercial Context - **Starting Price**: US$349.99 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: Drake Software provides comprehensive tax preparation solutions designed for tax professionals managing both individual and business tax requirements. The available pricing plans are tailored to meet user needs by providing flexibility and scalability. The Drake Tax Pro plan is for tax professionals seeking a comprehensive solution for a full-service tax business, priced at $2,495 for multi-user access. The Drake Tax 1040 plan focuses on preparing and filing individual tax returns, offered at $1,995 for the multi-user version. For those preferring a pay-as-you-go model, the Pay-Per-Return plan offers flexibility with an initial cost of $34.99, including ten individual returns. All plans come with cloud hosting options and customer support via phone, email, and chat. Drake Tax Pro: A comprehensive solution for tax professionals running full-service tax operations, priced at $2,495 for multi-user access. Drake Tax 1040: Designed for practitioners focused on individual tax returns, offered at $1,995 for multi-user usage. Pay-Per-Return: A flexible pay-as-you-go model, starting at $34.99 with ten included individual returns. - **Target Audience**: Self Employed, 2–10, 11–50 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - Access Controls/Permissions - Accounting - Activity Tracking - Alerts/Notifications - Billing & Invoicing - Client Portal - Corporate/Business - Data Import/Export - Data Verification - Document Management - Electronic Filing - Exception Notification - For Tax Practices - K-1 Reporting - Tax Calculation - Tax Filing - Tax Forms - Tax Management - Tax Planning ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Corporate Tax Software](https://www.softwareadvice.co.uk/directory/4282/corporate-tax/software) ## Related Categories - [Corporate Tax Software](https://www.softwareadvice.co.uk/directory/4282/corporate-tax/software) - [Tax Practice Management Software](https://www.softwareadvice.co.uk/directory/4237/tax-practice-management/software) - [Tax Preparation Software](https://www.softwareadvice.co.uk/directory/4497/tax-preparation/software) ## Alternatives 1. [TaxDome](https://www.softwareadvice.co.uk/software/335839/taxdome) — 4.7/5 (3578 reviews) 2. [MyTAXPrepOffice](https://www.softwareadvice.co.uk/software/285311/mytaxprepoffice) — 4.5/5 (228 reviews) 3. [TurboTax Business](https://www.softwareadvice.co.uk/software/327542/turbotax-business) — 4.5/5 (273 reviews) 4. [ProSeries Tax](https://www.softwareadvice.co.uk/software/138508/intuit-proseries-tax) — 4.0/5 (163 reviews) 5. [Lacerte Tax](https://www.softwareadvice.co.uk/software/356714/lacerte-tax) — 4.1/5 (17 reviews) ## Reviews ### "1st year user" — 4.0/5 > **Kimberly** | *28 July 2022* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: Drake has myriad training avenues and has provided for solid tax planning opportunities. > > **Cons**: Some of the functionality is clunky. There are fields that could auto-populate from demographics that do not. This requires repeat entries. > > This is my first year with Drake and it is very functional for the cost. Drake is constantly improving and listens to their clients. ----- ### "Switched to Drake" — 4.0/5 > **Rivka** | *6 September 2024* | Accounting | Recommendation rating: 9.0/10 > > **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 > > switched to Drake this tax season and went well, good customer support ----- ### "Bad Customer Service" — 1.0/5 > **Kevin** | *4 February 2025* | Accounting | Recommendation rating: 0.0/10 > > **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 > > Poor customer service, policies that keep you waiting for phone calls that never come. ----- ### "A fantastic tax return prep program." — 5.0/5 > **Maribeth** | *5 April 2024* | Accounting | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "The Best Software for Tax Preparation/Management" — 5.0/5 > **Susan** | *13 April 2023* | Financial Services | Recommendation rating: 10.0/10 > > **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. > > Overall I would Highly recommend Drake Tax and accounting software. ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.uk/software/444430/drake-tax?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/444430/drake-tax) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data