---
title: "Drake Tax Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of Drake Tax. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Drake Tax is a good fit for you!"
source_url: "https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/"
page_type: "reviews"
language: "en"
---

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Drake Tax Reviews

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

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

Reviews

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# Drake Tax User Reviews

## Reviews summary

- Overall rating: 3.8/5
- Total reviews: 116

### Secondary ratings

- Ease of use: 3.8/5
- Customer support: 3.8/5
- Value for money: 4.0/5
- Functionality: 3.7/5

### Rating distribution

- 5 stars: 57 reviews (49%)
- 4 stars: 20 reviews (17%)
- 3 stars: 13 reviews (11%)
- 2 stars: 8 reviews (7%)
- 1 star: 18 reviews (16%)

### Most mentioned pros

- We use a local cloud provider that has always worked for us using Drake without issues until trying to install Drake 25.
- Drake Tax is a financially friendly professional tax software.
- The price is certainly right and it scales well with a growing tax practice.

### Most mentioned cons

- 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.
- It keeps crashing if we are able to get in, and now, it won't let us open it at all.
- 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.

## Drake Tax customer reviews

Showing reviews 1-25 of 116 (page 1).

### 1st year user

- Overall rating: 4/5
- Reviewer: Kimberly W.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: July 2022
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### 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

---

### Pretty good!

- Overall rating: 4/5
- Reviewer: Michael B.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: February 2025
- Review source details: This review was submitted organically. No incentive was offered

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

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### 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

---

### Great when it works, horrid when it doesn't

- Overall rating: 3/5
- Reviewer: Marie P.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: Self-Employed
- Product usage: Used weekly for less than 2 years
- Reviewed: July 2025
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### 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.

---

### A fantastic tax return prep program.

- Overall rating: 5/5
- Reviewer: Maribeth J.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: April 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### The Best Software for Tax Preparation/Management

- Overall rating: 5/5
- Reviewer: Susan C.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: April 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Overall I would Highly recommend Drake Tax and accounting software.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

---

### Drake did not work

- Overall rating: 1/5
- Reviewer: Devon T.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: Self-Employed
- Product usage: Used daily for less than 6 months
- Reviewed: March 2025
- Review source details: This review was submitted organically. No incentive was offered

Too labor intensive to transfer over from another provider.

#### Ratings breakdown

- Ease of use: 1/5
- Value for money: 2/5
- Customer support: 1/5
- Functionality: 2/5

#### 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.

---

### Drake uses programmers not tax professionals to design their product

- Overall rating: 3/5
- Reviewer: Frank J.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: April 2024
- Review source details: This review was submitted organically. No incentive was offered

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

- Ease of use: 1/5
- Value for money: 4/5
- Customer support: 1/5
- Functionality: 1/5

#### 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

---

### Drake is OK for the price but has flaws and the product support doesn't live up to prior reputation

- Overall rating: 3/5
- Reviewer: Thomas B.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: Self-Employed
- Product usage: Used weekly for less than 12 months
- Reviewed: June 2022
- Review source details: This review was submitted organically. No incentive was offered

I tried Drake tax because I received sales calls at least 4 days a week for over a year....so I figured I'd try the PPR version. I also tried it because Drake had a superior reputation for product/customer support (i.e., when something may not appear to report correctly, they respond and address it if so). That may have been true at some point, but I haven't found it so. As a new user, over the course of about 18 months, I contacted Drake maybe 5 times about an issue with either Drake Tax or Drake Portals. In most cases, the first point of contact didn't really understand the issue (which is OK). But, I hardly ever received any callback response from anyone who could respond to the issue (after being told I would). So, as far as I am concerned, Drake has no more support or concern about potential reporting issues than any other competitor (which is generally none). As long as that's the case, it seems better to go with a tax prep software that gets reporting right more often than not, such as Prosystem, Proconnect, or Ultratax if you can afford it.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 2/5
- Functionality: 4/5

#### Pros

For the money, Drake Tax offers more value compared to competitors. It's certainly not the worst. If you can't afford a more robust solution like Ultratax, Prosystem, or Lacerte, and you don't do terribly complex returns, Drake is a reasonable choice, and the Drake portal integration is pretty serviceable. The asset manager in Drake Tax is one of the best I've used, and handles group/bulk sales quite nicely. The built in integration with a document manager which automatically creates client folder structures when a new client is added is also handy.

#### Cons

Allocating things between states in Drake can be cumbersome, making you create a separate tab for each state rather than allocating in a grid, etc. Certain things do not flow correctly to the return without substantial preparer oversight or adjustment. State specific codes or items, vacation home loss carryovers, QBI reporting, PY basis losses reporting on Sch E among others. Product/Customer support has historically had a good reputation, but I've certainly found the opposite to be true. I've found no more concern for product support and customer inquiries than any other platform, which takes away a big reason for considering Drake in the first place.

#### Reasons for choosing Drake Tax

I still haven't made any final decision for the home office practice. I use UltraTax in my day job, and I stick with that as my primary software.

#### Reasons for switching to Drake Tax

Intuit has non-existent customer support for product issues. Drake had a reputation for superior support. I emphasize the word 'Had.' I also just wanted to familiarize myself with other software's approach (they're all a bit different).

---

### Upgrade to corporate

- Overall rating: 4/5
- Reviewer: Brytwauna T.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for free trial
- Reviewed: April 2024
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### 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

---

### Good, but not great.

- Overall rating: 3/5
- Reviewer: Paul N.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: February 2025
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

This a complete package, but takes years of working with it to get things working smoothly and timely.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 1/5
- Functionality: 2/5

#### Pros

Complex environment that is well developed.

#### Cons

The logical expectation seldom worked with Drake. The online self help features were very poor making it difficult to know how to fix certain instances without many years of working on Drake.

---

### Bad Customer Service

- Overall rating: 1/5
- Reviewer: Kevin K.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: February 2025
- Review source details: This review was submitted organically. No incentive was offered

Poor customer service, policies that keep you waiting for phone calls that never come.

#### Ratings breakdown

- Ease of use: 1/5
- Value for money: 1/5
- Customer support: 1/5
- Functionality: 1/5

#### 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

---

### Covid recovery

- Overall rating: 5/5
- Reviewer: Richard B.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: Self-Employed
- Product usage: Used daily for more than 2 years
- Reviewed: November 2024
- Review source details: This review was submitted organically. No incentive was offered

Excellent. However, customer service has gone downhill since [sensitive content hidden] sold the company.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 3/5
- Functionality: 4/5

#### Pros

Cost

#### Cons

Inability to copy basic client data back to a prior year

#### Reasons for choosing Drake Tax

Cost

---

### Best customer service and great value

- Overall rating: 5/5
- Reviewer: Debi C.
- Verified reviewer: Yes
- Industry: Professional Training & Coaching
- Company size: Self-Employed
- Product usage: Used daily for more than 2 years
- Reviewed: December 2022
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Drake is a wonderful company to work with their values come through in all they do

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The great customer service and the values the company stands for

#### Cons

I enjoy working with Drake if I have a problem they can usually help me quickly

#### Reasons for choosing Drake Tax

Their Christian testimony and the reveiws of other users

#### Reasons for switching to Drake Tax

they went out of business

---

### Company ignores functionality problems and does not timely fix systems when down

- Overall rating: 2/5
- Reviewer: Greg N.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: January 2021
- Review source details: This review was submitted organically. No incentive was offered

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.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 3/5
- Customer support: 1/5
- Functionality: 2/5

#### Pros

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

#### Cons

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.

---

### We are more profitable with Drake Tax

- Overall rating: 5/5
- Reviewer: LeAnn J.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: February 2021
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

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.

#### Cons

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.

#### Reasons for switching to Drake Tax

Prosystem FX just kept getting more expensive and I didn't think I could deliver returns to my clients, cover my software costs and still make a profit. With Drake my annual tax software cost is fixed and at a low price point.

---

### I switched to MyTaxPrep Office and can't wait to switch back to Drake

- Overall rating: 5/5
- Reviewer: Calvin G.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: Self-Employed
- Product usage: Used daily for more than 2 years
- Reviewed: March 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

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.

#### Cons

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.

#### Reasons for choosing Drake Tax

I switched to MyTaxPrepOffice which was a terrible mistake and will be switching back!

---

### GREAT VALUE.

- Overall rating: 5/5
- Reviewer: CHORY L.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: December 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

It takes some time to dive it. It would be the best value product once you get used to it.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Its price is unbeatable. At this pricing point, it's impossible to find a comparable product.

#### Cons

UI is not particularly user-friendly. It appears to be a product from 1990.

---

### Awful product

- Overall rating: 1/5
- Reviewer: Taylor D.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: Self-Employed
- Product usage: Used weekly for less than 12 months
- Reviewed: July 2023
- Review source details: This review was submitted organically. No incentive was offered

Awful experience and terrible software.

#### Ratings breakdown

- Ease of use: 1/5
- Value for money: 1/5
- Customer support: 1/5
- Functionality: 1/5

#### Pros

Not much good to say about Drake. They are lower price, but that low price reflects their low quality and lack of care.

#### Cons

Awful customer service. I've spoke to customer service about 5 times total and every single time, I am faced with an incompetent rep and they are never able to help me. You can't reach higher ups either because they don't want responsibility. I don't feel like they care about customers and will see this with the declining number of users over the next while. They are going downhill and fast from reviews I've read over the last couple years. Not many people happy with the product recently.

---

### Disappointed

- Overall rating: 1/5
- Reviewer: Debra C.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: Self-Employed
- Product usage: Used daily for more than 2 years
- Reviewed: April 2023
- Review source details: This review was submitted organically. No incentive was offered

This is not something I should repeat every time the file is not completely closed

#### Ratings breakdown

- Ease of use: 1/5
- Value for money: 1/5
- Customer support: 1/5
- Functionality: 1/5

#### Pros

Price.Close the file after five minutesStay open when we are working, which includes SundayGive Christians a day off!

#### Cons

When a file is NOT closed, the timer should shut down after five minutes. And why are you not open on Sunday?

#### Reasons for switching to Drake Tax

Price

---

### The Worst Drake Ever

- Overall rating: 1/5
- Reviewer: John E.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: January 2023
- Review source details: This review was submitted organically. No incentive was offered

In general, Drake has been great. 2021 had a few issues, but 2022 is a nightmare to use. I'm literally afraid to transmit returns EVERY SINGLE DAY, because EVERY SINGLE DAY I catch something that the software has broken.

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 2/5
- Customer support: 2/5
- Functionality: 1/5

#### Pros

Drake continues to have an easy to use interface and low system stress, allowing for computers that don't break budgets.

#### Cons

This is the buggiest mess ever. Forms disappear, constant calculation loops, and entire missing tax returns. I have never considered switching away from Drake until now. If this is the future, I'm going somewhere else.

---

### Unacceptable product

- Overall rating: 3/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: February 2019
- Review source details: This review was submitted organically. No incentive was offered

I wanted to lower my costs so I switched from the CS professional suite. The first year was extremely painful to change, and coming into my second year, I can't file returns because their product is not complete, and all the support team can offer is "that they are doing the best they can."

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 4/5
- Customer support: 1/5
- Functionality: 2/5

#### Pros

It is cheap. Efile tracking is simple. The data entry is relatively straight forward.

#### Cons

The support is terrible. It is hit or miss that you are going to get someone that actually can help you resolve your problem. For the 2018 tax season, as of mid-February there were still state forms "under development." Other software companies are able to file state and federal both, while Drake is delayed and still developing its product. State apportionment is a HUGE pain.

---

### Drake Tax

- Overall rating: 3/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Internet
- Company size: 201-500 employees
- Product usage: Used daily for less than 2 years
- Reviewed: October 2018
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 3/5

#### Pros

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

#### Cons

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 user friendly and we highly recommend it to all tax professionals.

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Product usage: Used daily for more than 2 years
- Reviewed: June 2018
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

We are able to prepare tax returns for all of our clients using Drake.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

We love the ease of use and they have great customer service. Love that we can always call if we have any questions.

#### Cons

There's nothing I can think of that we don't like. I've easily trained other co-workers to use it without a problem.

---

### Drake Tax

- Overall rating: 4/5
- Reviewer: Sarah H.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: December 2022
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

The software is inexpensive and a great value for the price.

#### Cons

Limitation on some business type returns and complex features. Depreciation/Fixed Assets side could be better.

---

### Great Software for the Money

- Overall rating: 4/5
- Reviewer: David L.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: Self-Employed
- Product usage: Used daily for less than 12 months
- Reviewed: July 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

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.

#### Cons

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.

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Drake Tax Reviews, Pros and Cons - 2026 Software Advice