Great software overall. Occasionally there's bugs (on state and local) but those tend to be resolved quickly once Drake is notified

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.

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.

Overall, very good. I'll be very sad if I need to leave them to find a better cloud-based tax software.

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.

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.

It was good before the recent release of SecureFilePro but the company has miserably failed in their commitment to their customers and does not have the courtesy and commitment to address these real deficienciencies in the functionality of their software. If they cared about their customers, product and image they would have been on the phone immediately trying to understand the issues raised and how they make it impossible to work efficiently. Contact me at [SENSITIVE CONTENT HIDDEN] if you care Drake.

The tax software has been easy to use and generally support on it has been good

Their SecureFilePro release just prior to tax season is a complete disaster and company is not taking steps to fix the problems. System times out every 8 minutes (they refuse to lengthen the time-out period and continually state this is they way it is going to stay), their authentication on login is now taking as much as 27 minutes to get a security code to login, when you download a JPG or DOCX document it tries to open it in Excel, they converted the tax IDs used for login from 4 digits to 9 so now clients cannot login and when their system uploads documents it creates a duplicate site for the 9 digit id, navigation now takes multiple clicks to get to desired page where before it took one or two clicks. The company is unwilling to put someone on the phone to address these issues as they have made it impractical to use. The time-out settings are absurd and make it impossible to use the product as a tool to prepare tax returns.

Overall I would Highly recommend Drake Tax and accounting software.

The many functions and features provided to service your clients and provide them the best value for their money.

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 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.

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.

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.

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

Good tax, software with excellent support.

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

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

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

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

Switching to drake software was a pretty easy switch. I quickly learned the software.

Drake is very straightforward compared to other tax softwares I have used. The best part is that if I ever have an issue or question their customer service responds right away!

Overall this software is great. When I do have problems the company helps very quickly. Their knowledge base is really helpful too.

I left my company to start my own tax practice and decided on Drake because of the what it could do for the cost. I was previously using UltraTax which is a great software but compared to price this made sense. It does everything I need it to but at a fraction of the cost. It's super easy to set up. UltraTax was better hands down with the exception of the tax projection in Drake. Drake's tax projection is better than UltraTax for individuals. Also, Drake's customer support is better in that I could get through to someone during tax season very quickly. I don't plan on switching tax software anytime in the near future.

If filing a business in multiple states and then making sure the income on the personal is correctly allocated to each state was a pain. It's not to bad with a couple states but 5+ states plan on spending extra time just getting the software to do what you need it to do.

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.

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.

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!

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.

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.

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.

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.

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...

Love it! I made the terrible decision to switch to MyTaxPrepOffice and now really appreciate the accuracy of Drake. I will definitely be switching back!

It is accurate! I don't have to check every number to make sure that the calculations are correct and that they flow to the right place.

I wish it had a live form view. I switched to MyTaxPrepOffice and it is horribly inaccurate (I will be switching back) but it has a great live form view which allows me to watch the form fill out of my second monitor as I input the data.

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.

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.

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.

Unpleasant, I was falsely told that I had more time to evaluate the product after purchase then I actually did so when I asked for a refund (no returns were filed) I was denied. Basically I was stuck paying for a cheap, inefficient program I won't use that would have cost me much more time to make sure everything was calculating right. Very disappointed.

Cost is the only pro for the program. I find the low cost doesn't make up for the shortcomings.

Navigation is cumbersome with multiple inputs needed for some tasks and other screens are hidden and have to be searched for so entries can be made and then some of the input screens are very limited. The program is quirky and inconsistent which did not lend itself to confidence in it and the interface was not efficient except for the most basic of returns. Some may find the shortcomings acceptable for a higher profit margin but I do not.

The customer service and ease of use of software. The customer service department is awesome and you do not have to wait more than 2 minutes to speak with an agent.

Secure File Pro-had an oversight with payment. When I did pay, it created a new portal that wrote over my existing portal. I lost 7 years of tax docs for client who uploaded directly in the portal.It would have been helpful if there was astern that this could occur before submitting payment.

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.

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.

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

Good experience. Not great, but not too bad after all.

The software isn't hard to use, the user-interface looks fancy, and the customer support is great and responsive.

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.

Great have used it for over a decade

Amount of forms ease of use and price customer service [SENSITIVE CONTENT] values

parts of system not flexible needs to allow more run for professionals to act professional

The Drake support and sales staff were very accomodating

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

The Accounting program was not developed deep enough

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.

Drake has the best customer service in the tax business, and is the most affordable professional tax software on the market.

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.

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

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

I do not have any complaints about the product.

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.

Updating/rolling over to the new year. Took a couple minutes.

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

Foreign Related Returns greatly needs to be improved.