All Drake Tax Reviews
1-25 of 94 Reviews
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Anne
Accounting, 2 - 10 employees
Used unspecified
OVERALL RATING:
5
Reviewed January 2024
Really is the best product for the value
Anonymous
2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2019
Amazing Customer Support
Great software overall. Occasionally there's bugs (on state and local) but those tend to be resolved quickly once Drake is notified
PROSIf 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.
CONSThe 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.
Marie Alana
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Drake is a best in class tax preparation software.
Overall, very good. I'll be very sad if I need to leave them to find a better cloud-based tax software.
PROSI'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.
CONSThe 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.
Reason for choosing Drake Tax
Mostly price, but I've stayed because of the quality product and superb customer service.
Reasons for switching to Drake Tax
Needed a tax software that was more reliable and user friendly.
Greg
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
2
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed January 2021
Company ignores functionality problems and does not timely fix systems when down
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.
PROSThe tax software has been easy to use and generally support on it has been good
CONSTheir 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.
CHORY
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2023
GREAT VALUE.
It takes some time to dive it. It would be the best value product once you get used to it.
PROSIts price is unbeatable. At this pricing point, it's impossible to find a comparable product.
CONSUI is not particularly user-friendly. It appears to be a product from 1990.
Susan
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2023
The Best Software for Tax Preparation/Management
Overall I would Highly recommend Drake Tax and accounting software.
PROSThe many functions and features provided to service your clients and provide them the best value for their money.
CONSBilling 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.
Reason 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.
Gavin
Accounting, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed December 2022
Great value for smaller firms
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.
PROSDrake 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.
CONSThe 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.
Reasons for switching to Drake Tax
After a 3-year contract our quote for UltraTax tripled.
Anne
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
Drake review
1 Love Lacerte's tax analysis, wish Drake offered this. 2 Drake does not automatically carry info to form 4797 on disposition of assets.
PROSGood tax, software with excellent support.
CONSYes, tax analysis ie maximum employer contribution. Maximum ira contribution.
Reason for choosing Drake Tax
Value, support, recommendations
Reasons for switching to Drake Tax
Cost
Emily
Verified reviewer
Accounting, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2021
Best customer service
Switching to drake software was a pretty easy switch. I quickly learned the software.
PROSDrake 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!
CONSOverall this software is great. When I do have problems the company helps very quickly. Their knowledge base is really helpful too.
Reasons for switching to Drake Tax
Changed employers
John
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed February 2022
Tax Practice Review
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.
CONSDrake'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.
Bethany
Accounting, 1 employee
Used weekly for more than 2 years
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed July 2023
I really like Drake Tax
Drake has been great to use so far
PROSIt is very affordable and the customer service has been really great
CONSIt is sometimes hard to figure out where to input some items
KENNETH
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2021
Once you're up to speed it's a great cost effective product!
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!
PROSI 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.
CONSI'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.
Reason for choosing Drake Tax
ATX data import.
Reasons for switching to Drake Tax
Price.
Sam
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
Look no further for tax software!
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.
PROSThis 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.
CONSThe 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...
Reason for choosing Drake Tax
Ease of use, flexibility of the system working with TaxDome, thorough - covers all of the state tax filings that I needed to cover - Drake Tax has them all. You can't beat it.
Calvin
Accounting, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2023
I switched to MyTaxPrep Office and can't wait to switch back to Drake
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!
PROSIt 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.
CONSI 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.
Reason for choosing Drake Tax
I switched to MyTaxPrepOffice which was a terrible mistake and will be switching back!
June
Accounting, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2021
Software for Small Company
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.
PROSI 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.
CONSI 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.
Susan
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
2
EASE OF USE
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
2
Reviewed March 2022
AVOID Drake
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.
PROSCost is the only pro for the program. I find the low cost doesn't make up for the shortcomings.
CONSNavigation 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.
Reason for choosing Drake Tax
Cost and positive reviews by others. Now I want to warn others.
Reasons for switching to Drake Tax
I was hoping to save money and get good customer service. I have lost money due to the lack of a refund from Drake as I went went back to Lacerte which is reliable and much more efficient. Yes it costs more but part of the added cost is surely made up in efficiency and not needing to double the check the software so much.
Carolyn
Accounting, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Tax Preparation
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.
CONSSecure 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.
Jeffrey
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
Look no further than Drake
I switched to Drake in 2006 and will Never change again. Customer service is great and the software continues to offer everything I need to stay current and keep up to date.
PROSSoftware is easy to install, easy entry on all tabs and workflow integration is great.
CONSI have no cons with Drake software. Best choice I made.
Reasons for switching to Drake Tax
Tax Wise was bought by CCH and customer service went way down hill.
Irmita
Health, Wellness and Fitness, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2018
Drake Tax
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.
PROSI like that I can merge clients information from the previous year.
CONSHaving to add each state when setting up the software. All states should be added automatically.
Marshall
Legal Services, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2022
EA Tax Prep
Great have used it for over a decade
PROSAmount of forms ease of use and price customer service [SENSITIVE CONTENT] values
CONSparts of system not flexible needs to allow more run for professionals to act professional
Reason for choosing Drake Tax
attention to details and ease of use all in one package
David
Accounting, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
serious user
The Drake support and sales staff were very accomodating
PROSThe Telephone Support. The depth of the tax product was super
CONSThe Accounting program was not developed deep enough
Reasons for switching to Drake Tax
Intuit was not as supportive to the beginning user
Jeffrey
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed January 2020
Lot's of problems with converted files
So far, I'm worried that I'll have to manually do each return to be sure Drake is doing things correctly.
PROSAt present, I'm worried. The customer service is prompt and very helpful.
CONSCan'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.
Reasons for switching to Drake Tax
Too much time spent processing the return. Paper printing order couldn't be altered and increase in price.
Julia
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed March 2022
Expensive and poor quality
Poor customer service
PROSSo far nothing good out of Drake will not purchase again.
CONSOne of your customer representative gave incorrect data to our company. We lost money on 3 returns due to incorrect info. provided to us. Highly disappointed with customer service and we were told those 3 returns are non refundable. We lost money with Drake.
Reason for choosing Drake Tax
Testing
Reasons for switching to Drake Tax
I just wanted to see if Drake was better.
Sarah
Accounting, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed December 2022
Drake Tax
The software is inexpensive and a great value for the price.
CONSLimitation on some business type returns and complex features. Depreciation/Fixed Assets side could be better.
charlene
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
great software
Drake is very easy to use and informative. they go above and beyond to answer all of your questions..
CONSI have no problems with this software great product.