# Drake Tax Software Reviews, Demo & Pricing - 2026

> Review of Drake Tax Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/tax-practice-management/drake-tax-profile

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Drake Tax

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Overview

[Reviews](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/)[Alternatives](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/alternatives/)

# Drake Tax 2026: Benefits, Features & Pricing

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Drake Tax

3.8

[(115)](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/)

Pricing

Starting at $349.99 one time

Top Alternatives

### About Drake Tax

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 dou...

blechecking 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.

## Drake Tax User Interface

## Popular Drake Tax Alternatives

Main Product

Drake Tax

3.8

[(115)](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/)

Ratings Breakdown

-   3.77Ease of use
-   4.01Value for money
-   3.86Customer support
-   3.75Functionality

Pricing

Starting at $349.99 one time

Alternative Product

[Avalara](https://www.softwareadvice.com/sales-tax/avalara-profile/)

4.0

[(355)](https://www.softwareadvice.com/sales-tax/avalara-profile/reviews/)

Ratings Breakdown

-   3.79Ease of use
-   3.55Value for money
-   3.38Customer support
-   3.92Functionality

Pricing

Available upon request

Alternative Product

[Canopy](https://www.softwareadvice.com/product/127735-Canopy-Tax/)

4.5

[(286)](https://www.softwareadvice.com/product/127735-Canopy-Tax/reviews/)

Ratings Breakdown

-   4.53Ease of use
-   4.22Value for money
-   4.47Customer support
-   4.34Functionality

Pricing

Starting at $22.00 per month

Alternative Product

[Longview Tax](https://www.softwareadvice.com/bi/longview-tax-profile/)

4.6

[(8)](https://www.softwareadvice.com/bi/longview-tax-profile/#reviews)

Ratings Breakdown

-   4.63Ease of use
-   3.83Value for money
-   4.14Customer support
-   4.50Functionality

Pricing

Available upon request

Alternative Product

[TaxDome](https://www.softwareadvice.com/accounting/taxdome-profile/)

4.7

[(3594)](https://www.softwareadvice.com/accounting/taxdome-profile/reviews/)

Ratings Breakdown

-   4.47Ease of use
-   4.62Value for money
-   4.60Customer support
-   4.62Functionality

Pricing

Starting at $800.00 per year

Alternative Product

[MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/)

4.5

[(234)](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/)

Ratings Breakdown

-   4.51Ease of use
-   4.66Value for money
-   4.63Customer support
-   4.51Functionality

Pricing

Starting at $695.00 per year

## Drake Tax Pricing and Plans

Starting price: $349.99 one time

Free Trial

Free Version

Pay-per-return

$349.99

flat rate, one time

Plan includes:

-   1040
-   1040nr
-   1041
-   1065
-   1120
-   1120h
-   1120s
-   706
-   709
-   990

Read More

Drake Tax Pro

$2,195.00

No plan information available

Drake Tax 1040

$1,795.00

No plan information available

## Drake Tax Features

-   Popular features found in Tax Preparation
    
    Tax Calculation
    
    Tax Filing
    
    Tax Forms
    
    Tax Management
    
-   More features of Drake Tax
    
    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 Planning
    

## Drake Tax User Reviews

Overall Rating

3.8

Ratings Breakdown

5

50%

4

17%

3

11%

2

6%

1

16%

Secondary Ratings

Ease of Use

3.8

Value for money

4.0

Customer support

3.9

Functionality

3.7

Kimberly W.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed July 2022

1st year user

4

This is my first year with Drake and it is very functional for the cost. Drake is constantly improving and listens to their clients.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

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.

Reasons for switching to Drake Tax

Price

Read More

MB

Michael B.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed February 2025

Pretty good!

4

Drake is great. Takes some learning, as most tax software. Other than the occasional acknowledgement issue, recommend!

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Pros:

Cost is good, integrates with a lot of things.

Cons:

The acknowledgments fail 1:20 times. Drake will just fail to process acknowledgments. You have to call in & ask them to be redone, you can’t do it yourself.

Reasons for choosing Drake Tax

Someone else recommended it to us over intuit

Read More

MP

Marie P.

Verified reviewer

Accounting

Self-Employed

Used weekly for less than 2 years

Review source

Reviewed July 2025

Great when it works, horrid when it doesn't

3

When it works great. However, by getting a different person each time if you have an issue, I have gotten conflicting advice. I am still a Drake client but going forward I will not default to suggestions from sales automatically.

Ratings Breakdown

4

Ease of use

4

Value for money

4

Customer support

4

Functionality

Pros:

When Drake works well, it is amazing. Customer service does pick up and can generally answer questions.

Cons:

If you have a complex issue, you need to re-explain the issue. There is no relationship manager, if you have an issue you have to call, give the info again, wait for a call back etc. While Drake works well generally, I suggest ensuring you ask a lot of questions before listening to sales to proceed. Also, ask your sales rep if they will advocate if there is an issue.

Read More

RK

Rivka K.

Verified reviewer

Accounting

Self-Employed

Used monthly for less than 12 months

Review source

Reviewed September 2024

Switched to Drake

4

switched to Drake this tax season and went well, good customer support

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

Functionality

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

Reasons for switching to Drake Tax

Pro Series did not provide good customer service, value for money was not worth it and they took a long time to respond to tax law changes

Read More

MJ

Maribeth J.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2024

A fantastic tax return prep program.

5

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.

Ratings Breakdown

5

Ease of use

5

Customer support

5

Functionality

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.

Reasons for switching to Drake Tax

Pricing was the primary reason, but the support availability and quality has only reinforced our belief we made the right choice.

Read More

DT

Devon T.

Verified reviewer

Accounting

Self-Employed

Used daily for less than 6 months

Review source

Reviewed March 2025

Drake did not work

1

Too labor intensive to transfer over from another provider.

Ratings Breakdown

1

Ease of use

2

Value for money

1

Customer support

2

Functionality

Pros:

All inclusive unlimited states, price was about the same.

Cons:

I ordered a software didn’t received the final version until January when I started working I it was two labor intensive after transferring over from ATX a common 1040 with a dividend statement took me 45 minutes to get it ready to e-file. I tried to explain with Drake that it’s too labor-intensive and that it’s just not going to work out but they have a three day return policy REALLY???? It’s not like I was trying to rip them off. It just did not work, but you know now that they got my money that’s how corporate America works now.

Reasons for switching to Drake Tax

Thought drake may be a better value but was wrong.

Read More

FJ

Frank J.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed April 2024

Drake uses programmers not tax professionals to design their product

3

poorly trained staff but very friendly, unless u ask for their supervisor. I have been in calls w support for over an hour until I say “ u don’t know this do u?” When they answer in the affirmative you know they have staffing problems and they re trying to protect their managers from pirate clients

Ratings Breakdown

1

Ease of use

4

Value for money

1

Customer support

1

Functionality

Pros:

They are nice on the phone The portals work well n efficient

Cons:

Their support staff is mostly untrained each year You must ask if the person u r talking to has been trained in the area u need help with Drake software folk cannot understand why, when a new user to their product, questions why Drake doesn’t flow information well between screens n forms Depending on whom u speak with - I have gotten “ that won’t work” when in fact management tells me- oh that is simple Staff does not understand their own software beyond the basics

Reasons for choosing Drake Tax

Cost n promises by sales person n a cpa that they said had much exp w Drake… turns out he was near dead n retired for years

Reasons for switching to Drake Tax

Old cost was 25k minimum per year, Drake starts at 65

Read More

SC

Susan C.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2023

The Best Software for Tax Preparation/Management

5

Overall I would Highly recommend Drake Tax and accounting software.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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.

Reasons for choosing Drake Tax

The value for our money and the fact that Drake is a pioneer in the industy. Also noticed that many other services seem to utilize drakes software and then just customize it to their comoany

Reasons for switching to Drake Tax

Drake tax offers a more professional experience for our clients.

Read More

Brytwauna T.

Verified reviewer

Accounting

2-10 employees

Used daily for free trial

Review source

Reviewed April 2024

Upgrade to corporate

4

Drake is the best option when you’re trying to be the Elma secure in your tax practice when I attended an IRS conference. This is the only one that they suggested as all the other Tax software had breaches.

Ratings Breakdown

4

Ease of use

4

Value for money

4

Customer support

4

Functionality

Pros:

what I like most about Drake and he does everything and anything you don’t have to have different software or different cloudbase options compared to other sites. It’s kind of like a one stop shop.

Cons:

What I dislike about Drake the most is the fee are the cost

Reasons for switching to Drake Tax

Security and Irs suggested to use. Better for corporate returns

Read More

BC

Bernie C.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2025

Drake Tax is a powerful and useful tax preparation software

5

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.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

5

Functionality

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

Read More

Showing 1 - 10 of 115 Reviews

[See All Reviews](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/)

## Drake Tax Popular Comparisons

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