--- 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" --- [Home](https://www.softwareadvice.com/) / [Tax Preparation Software](https://www.softwareadvice.com/tax-preparation/) / [Drake Tax](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/) / 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 [Alternatives](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/alternatives/) # 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 - It's a joke - I am trying to run a tax firm but preparers can't function because Drake updates every few days and the software is unusable unless everyone in the firm is logged out at the same time for an update. - 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. ## 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. --- ### Poor Service - Overall rating: 1/5 - Reviewer: Julia J. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered Thinking about purchasing pro connect or series. Cheaper price definitely. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros sometimes customer service is actually good after you call 4 times and take time to give review. #### Cons Some representative attitude is very low. It comes across very uneducated. --- ### 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 --- ### Look no further for tax software! - Overall rating: 5/5 - Reviewer: Sam H. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: April 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros 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. #### Cons 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... #### Reasons 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. --- ### Wouldn't Use Again - Overall rating: 1/5 - Reviewer: Sandra V. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2023 - Review source details: This review was submitted organically. No incentive was offered Started off working well but went downhill in the last few years. Too many updates as well. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 2/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros I had used for 14 years. If you have simple returns to prepare, it might be OK. Otherwise, look elsewhere. Paying more money will save you time in the long run. Too many boxes to check, details to check. #### Cons Business returns had balance sheet errors, M1 errors, depreciation errors, errors on the sale of an asset. --- ### Form 8825 is manual - Overall rating: 2/5 - Reviewer: Romaine R. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used weekly for more than 2 years - Reviewed: June 2023 - Review source details: This review was submitted organically. No incentive was offered Use to be very good. Had very good technical with quick answers in customer service. That has totally gone downhill in the last 2 years. People answering the phone have no experience doing returns nor experience with the software. The software has many missing holes and if you don't know what you are doing as a preparer you will be sending out incorrect tax returns and the reviews do not pick up errors and there is nothing that tells you that the allocation of days on Form 8825 is manual - MANUAL!? WHAT? #### Ratings breakdown - Ease of use: 3/5 - Value for money: 2/5 - Customer support: 2/5 - Functionality: 3/5 #### Pros The fact that data does not carry from federal to state, Form 8825 is manual for allocation of rental days to personal days and does not tell you that (how many returns have been efiled wrong?), Hard to trouble shoot, easy for a return to be wrong if you don't know what you are doing. #### Cons Form 8825 - rental property should not be manual for allocation of personal to rental days!!! --- ### Once you're up to speed it's a great cost effective product! - Overall rating: 5/5 - Reviewer: KENNETH O. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered 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! #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons 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. #### Reasons for choosing Drake Tax ATX data import. #### Reasons for switching to Drake Tax Price. --- ### NOT FOR TAX PROFESSIONALS - Overall rating: 2/5 - Reviewer: WALTER P. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros Costs; easy to update yearly; efiling is accurate and timely. #### Cons Tech support is hit or miss depending on what person you get. I have dealt with clearly untrained support reps throughout the years. If you are a tax professional with a substantial number of clients, I would NOT recommend this software. Drake will not work with you at all regarding the default selections and the program is very limited when it comes to customizing it for a larger practice. Even when we point out obvious coding errors, many of them are never corrected despite repeated calls and emails to their support. Every year they seem to get worse. They really do not seem to care about the concerns and feedback of their customers. The only reason we have not changed from Drake is the investment in time it takes to change platforms. Moving thousands of clients requires a substantial investment of time even with the conversion softwares provided by other platforms. Maybe that is why Drake seems to care less for the concerns of their customers. --- ### Great with Admin and Support - Overall rating: 5/5 - Reviewer: Allan B. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 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 used Drake for years. Would love to be able to take a full-view webinar of everything the program offers. With the exception of one tax season, they have been reliable and foremost - easy to administer. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros Drake's people answer the phone within a few rings and speak Americanized English. Their admin function is best we have seen; fast and easy #### Cons This appears to be a DOS-based program modified for Windows use. We have used other tax software that allows you to input the info directly into the tax form, instead of hunting through a bunch of Dos-looking screens to find the place to input info. Also - amazingly, Drake does not offer Refund or Owed updates as you input info. The learning curve due to the various Dos screens add to the length of time to implement with a new user #### Reasons for choosing Drake Tax Admin and support #### Reasons for switching to Drake Tax Ease of Admin function and their support service --- ### Drake is so easy to learn and use - Overall rating: 5/5 - Reviewer: Joel H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2022 - Review source details: This review was submitted organically. No incentive was offered I have had it for over 3 years now. I have shopped for software but everything else is so expensive. Between the price, easy of use, and the customer support, I am not sure you can find a better deal. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Drake is easy to learn and use. The ramp-up time is so short. The customer support is so good and can walk you through just about anything. #### Cons There is nothing to dislike about this software. #### Reasons for choosing Drake Tax Drake was by far cheaper --- ### Drake is great !! - Overall rating: 5/5 - Reviewer: achol r. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2018 - 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 - Functionality: 5/5 #### Pros Drake is software is really so easy to use, I been working on this software for about 2.5 years now, the most I like about it, is that all the tax forms are included, very easy to navigate around the software, in the calc window its shows you almost everything , if the return is eligible for E-filing, all the errors that need to be clear, the fees, the refund or the balance due, if there are any notes before E-filing it will show you so that you can go check that, I can even Email the returns to the taxpayer, I can use the signature pad, if the return got rejected for any reason it shows you exactly what's wrong, in order for you to resolve and resubmit , I can even set limited access to other tax preparers and adjust all that ... Drake is great, so recommended #### Cons what I really need on the software to support the remote signature ,other than that all good. --- ### Ease of use with Drake Tax - Overall rating: 5/5 - Reviewer: Shellie D. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Excellent. We have gone through several companies and it is by far the most user friendly. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love how easy forms are to find use and fill out. Easily checking for errors and tracking past years returns. #### Cons Some help features could use more instructions. #### Reasons for choosing Drake Tax Pricing and ease of use. #### Reasons for switching to Drake Tax Pricing. --- ### Drake Software Review - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more 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. Drake tax for its value was one of the easiest tax softwares to navigate. It heightened efficiency and is great all around. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The software itself is very easy to follow along with a tax return. Like things are located on each tab which allows for high efficiency. If there are any questions the customer support is very very helpful. #### Cons Needs to update items that carryforoward a little better --- ### Tax Preparation - Overall rating: 5/5 - Reviewer: Carolyn T. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for less 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons 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. --- ### Easy and straightforward - Overall rating: 5/5 - Reviewer: Sireen Z. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Highly recommend #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like how simple it is to use Drake and to train new employees. It is a very straightforward software and simple to use. #### Cons Honestly this is a great softwares and I don’t have any negative feedback on it. --- ### 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. ## More reviews [Next reviews](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/?page=2) --- Drake Tax Reviews, Pros and Cons - 2026 Software Advice