# Drake Tax, UltraTax CS, Intuit ProConnect Tax vs Vertex Comparison

| | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Star Rating** | 4.6 out of 5 | 3.4 out of 5 | 4.4 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 27 | 61 | 276 | 467 | 
| **Largest Market Segment** | Small-Business (96.2% of reviews) | Small-Business (95.0% of reviews) | Small-Business (95.3% of reviews) | Enterprise (56.2% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | Pay As You Go 0 returns | No pricing available | 

---
## Top Pros & Cons

### Drake Tax

Pros:
- Affordable (1 reviews)
- All-in-one Solution (1 reviews)

Cons:
- Inefficiency (2 reviews)
- Expensive (1 reviews)

### UltraTax CS

Pros:
- Customer Support (2 reviews)
- Ease of Use (2 reviews)

Cons:
- Difficult Learning (1 reviews)
- Expensive (1 reviews)

### Intuit ProConnect Tax

**Not enough data**

### Vertex

Pros:
- Ease of Use (39 reviews)
- Customer Support (29 reviews)

Cons:
- Improvement Needed (45 reviews)
- Complex Interface (29 reviews)

---
## Ratings Comparison
| Rating | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
  | **Meets Requirements** | 9.2 (21 reviews) | 7.7 (50 reviews) | 8.9 (255 reviews) | 8.3 (141 reviews) | 
  | **Ease of Use** | 8.7 (21 reviews) | 7.6 (51 reviews) | 8.6 (261 reviews) | 8.1 (363 reviews) | 
  | **Ease of Setup** | 9.3 (7 reviews) | 7.6 (14 reviews) | 8.7 (170 reviews) | 7.7 (293 reviews) | 
  | **Ease of Admin** | 8.7 (5 reviews) | 6.0 (7 reviews) | 9.1 (66 reviews) | 8.4 (80 reviews) | 
  | **Quality of Support** | 9.8 (20 reviews) | 6.7 (49 reviews) | 8.3 (239 reviews) | 7.7 (138 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.7 (5 reviews) | 5.0 (7 reviews) | 8.9 (64 reviews) | 8.2 (105 reviews) | 
  | **Product Direction (% positive)** | 8.8 (20 reviews) | 6.2 (49 reviews) | 8.8 (255 reviews) | 7.9 (139 reviews) | 

---
## Pricing

### Drake Tax

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### UltraTax CS

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Intuit ProConnect Tax

#### Entry-Level Pricing

Plan: Try it FREE today

Price: Pay As You Go 0 returns

Description: The #1 cloud-based professional tax software. No expiration. No credit card required upfront. Pay only when you print or e-file. Prices based on return volume.

Key Features:
- Anytime, anywhere access
- Federal and state e-file included
- Unlimited states

[Learn more about Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews)

#### Free Trial

Yes

### Vertex

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Tax Practice Management

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | 7.2/10 | 14 |
| **UltraTax CS** | N/A | N/A |
| **Intuit ProConnect Tax** | N/A | N/A |
| **Vertex** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Cloud** | 8.8 (7 reviews) | Not enough data | Not enough data | Not enough data | 
| **Messaging** | 5.6 (8 reviews) | Not enough data | Not enough data | Not enough data | 
| **Payment** | 5.8 (6 reviews) | Not enough data | Not enough data | Not enough data | 
| **Client Portal** | 6.0 (7 reviews) | Not enough data | Not enough data | Not enough data | 

#### Platform Content

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Automation** | 7.8 (10 reviews) | Not enough data | Not enough data | Not enough data | 

#### Platform Data

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Activity Dashboard** | 9.0 (10 reviews) | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Tax Practice Management

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **ACH Payment Processing** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Bank Reconciliation** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Real-Time Updates** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Email Reminders** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Timesheet Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Billing & Invoicing** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Due Date Tracking** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Forms** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Filing** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Audit Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Project Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Cash Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **For Tax Practices** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Employee Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Time Tracking** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | Not enough data | Not enough data | 

### Sales Tax and VAT Compliance

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | N/A | N/A |
| **UltraTax CS** | N/A | N/A |
| **Intuit ProConnect Tax** | N/A | N/A |
| **Vertex** | 8.0/10 | 42 |

#### Tracking

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Sales Tax** | Not enough data | Not enough data | Not enough data | 8.9 (37 reviews) | 
| **VAT** | Not enough data | Not enough data | Not enough data | 8.2 (22 reviews) | 
| **GST** | Not enough data | Not enough data | Not enough data | 7.7 (20 reviews) | 
| **Exemptions** | Not enough data | Not enough data | Not enough data | 8.3 (27 reviews) | 
| **Adjustments** | Not enough data | Not enough data | Not enough data | 7.7 (22 reviews) | 
| **Localization** | Not enough data | Not enough data | Not enough data | 8.0 (24 reviews) | 
| **Consumer Use Tax** | Not enough data | Not enough data | Not enough data | Not enough data | 

#### Integrations

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Integrations** | Not enough data | Not enough data | Not enough data | 7.9 (30 reviews) | 

#### Remittance

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Returns** | Not enough data | Not enough data | Not enough data | 8.9 (29 reviews) | 
| **Notifications** | Not enough data | Not enough data | Not enough data | 8.2 (27 reviews) | 
| **Global/Cross Borders** | Not enough data | Not enough data | Not enough data | 7.4 (19 reviews) | 
| **Analytics** | Not enough data | Not enough data | Not enough data | 7.3 (21 reviews) | 

#### Agentic AI - Sales Tax and VAT Compliance

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Secure Data Storage** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Credit Card Processing** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Policy Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Cash Flow Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Exemption Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Address Validation** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Audit Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **For eCommerce** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Calculation** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Compliance** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Filing** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Transaction Tracking** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Taxability Verification** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Electronic Payments** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Workflow Automation** | Not enough data | Not enough data | Not enough data | Not enough data | 

### Corporate Tax

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | N/A | N/A |
| **UltraTax CS** | 8.5/10 | 8 |
| **Intuit ProConnect Tax** | 8.1/10 | 195 |
| **Vertex** | 7.0/10 | 6 |

#### Tax Planning

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Strategies** | Not enough data | 8.5 (8 reviews) | 7.6 (179 reviews) | 6.3 (5 reviews) | 
| **Exemptions** | Not enough data | 8.3 (8 reviews) | 7.9 (178 reviews) | 5.7 (5 reviews) | 
| **Credits** | Not enough data | 8.8 (8 reviews) | 8.4 (179 reviews) | 6.7 (5 reviews) | 
| **Estimations** | Not enough data | 8.1 (8 reviews) | 8.3 (178 reviews) | 7.5 (6 reviews) | 

#### Tax Filing

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Calculations** | Not enough data | 9.2 (8 reviews) | 8.8 (179 reviews) | 7.2 (6 reviews) | 
| **Rules & Regulations** | Not enough data | 8.5 (8 reviews) | 8.4 (177 reviews) | 7.0 (5 reviews) | 
| **Ad hoc Reporting** | Not enough data | 8.3 (8 reviews) | 8.3 (176 reviews) | 7.8 (6 reviews) | 
| **Historical Reporting** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **K-1 Reporting** | Not enough data | Not enough data | Not enough data | Not enough data | 

#### Workflows

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Integrations** | Not enough data | 8.8 (8 reviews) | 7.7 (175 reviews) | 7.5 (6 reviews) | 
| **Importing** | Not enough data | 8.3 (8 reviews) | 7.6 (176 reviews) | 7.3 (5 reviews) | 
| **Accounting Integration** | Not enough data | Not enough data | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Tax Compliance** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **SSL Security** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Multiple User Accounts** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Filing** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Electronic Filing** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Planning** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Corporate/Business** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Dashboard Creation** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Multiple Data Sources** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Sales Tax Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Deadline Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Exception Notification** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Audit Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Customer Accounts** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **For Nonprofits** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Data Storage Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Electronic Submission** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Email Reminders** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Payroll & Employer Forms** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Forms** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Financial Analysis** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Data Verification** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Bank Reconciliation** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Payroll Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Invoice Processing** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Value Added Tax (VAT)** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Taxation & Assessment** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Electronic Payments** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Property Tax Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Time & Expense Tracking** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Receipt Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | Not enough data | Not enough data | 

### Professional Tax

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | N/A | N/A |
| **UltraTax CS** | N/A | N/A |
| **Intuit ProConnect Tax** | 8.0/10 | 119 |
| **Vertex** | N/A | N/A |

#### Tax Forms - Professional Tax Software

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Federal Tax ** | Not enough data | Not enough data | 9.0 (116 reviews) | Not enough data | 
| **State Tax** | Not enough data | Not enough data | 8.2 (116 reviews) | Not enough data | 

#### Data management - Professional Tax Software

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Data Import** | Not enough data | Not enough data | 7.6 (114 reviews) | Not enough data | 
| **Data Export** | Not enough data | Not enough data | 7.9 (114 reviews) | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | Not enough data | Not enough data | 

#### Tax filing - Professional Tax Software

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **E-filing** | Not enough data | Not enough data | 8.9 (117 reviews) | Not enough data | 
| **eSignatures** | Not enough data | Not enough data | 8.5 (118 reviews) | Not enough data | 
| **Calculation** | Not enough data | Not enough data | 9.0 (118 reviews) | Not enough data | 

#### Reporting - Professional Tax Software

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Tax Planning** | Not enough data | Not enough data | 7.7 (114 reviews) | Not enough data | 

#### Integration and Support - Professional Tax Software

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Electronic Payments** | Not enough data | Not enough data | 7.9 (115 reviews) | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 7.4 (116 reviews) | Not enough data | 
| **Tax Advisor** | Not enough data | Not enough data | 7.4 (115 reviews) | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 6.2 (115 reviews) | Not enough data | 

#### Additional Functionality

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Refund Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Digital Signature** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Billing & Invoicing** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Time Tracking** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Property Tax Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Invoice Processing** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Audit Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Bank Reconciliation** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **For Tax Practices** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **ACH Payment Processing** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Due Date Tracking** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Taxation & Assessment** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Receipt Management** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Compliance** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Tax Forms** | Not enough data | Not enough data | Not enough data | Not enough data | 

### SAP Store

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | N/A | N/A |
| **UltraTax CS** | N/A | N/A |
| **Intuit ProConnect Tax** | N/A | N/A |
| **Vertex** | N/A | N/A |

#### Agentic AI - SAP Store

| Feature | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax)

**Unique to Drake Tax (2):** [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management), [Professional Tax Software](https://www.g2.com/categories/professional-tax)

**Unique to UltraTax CS (2):** [Professional Tax Software](https://www.g2.com/categories/professional-tax), [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management)

**Unique to Intuit ProConnect Tax (1):** [Professional Tax Software](https://www.g2.com/categories/professional-tax)

**Unique to Vertex (2):** [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance), [SAP Store Software](https://www.g2.com/categories/sap-store)


---
## Reviewer Demographics

### By Company Size

| Segment | Drake Tax | UltraTax CS | Intuit ProConnect Tax | Vertex | 
|---|---|---|---|---|
| **Small-Business** | 96.2% | 95.0% | 95.3% | 19.3% | 
| **Mid-Market** | 3.8% | 3.3% | 3.3% | 24.5% | 
| **Enterprise** | 0% | 1.7% | 1.5% | 56.2% | 

### By Industry

#### Drake Tax

- **Accounting:** 100.0%

#### UltraTax CS

- **Accounting:** 93.2%
- **Computer Software:** 3.4%
- **Information Technology and Services:** 1.7%
- **Chemicals:** 1.7%

#### Intuit ProConnect Tax

- **Accounting:** 85.4%
- **Financial Services:** 4.4%
- **Consulting:** 2.9%
- **Information Technology and Services:** 2.6%
- **Legal Services:** 0.7%
- **Computer Software:** 0.7%
- **Airlines/Aviation:** 0.7%
- **Management Consulting:** 0.4%
- **Law Practice:** 0.4%
- **Insurance:** 0.4%
- **Other:** 1.5%

#### Vertex

- **Retail:** 15.4%
- **Manufacturing:** 9.9%
- **Accounting:** 7.9%
- **Information Technology and Services:** 5.1%
- **Financial Services:** 4.6%
- **Computer Software:** 4.0%
- **Consumer Goods:** 3.7%
- **Hospital & Health Care:** 3.5%
- **Oil & Energy:** 3.3%
- **Wholesale:** 3.1%
- **Other:** 39.6%

---
## Alternatives

### Alternatives to Drake Tax

- [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) — 4.3/5 stars (187 reviews)
- [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) — 4.1/5 stars (133 reviews)
- [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews) — 4.2/5 stars (88 reviews)
- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (826 reviews)
- [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (717 reviews)
- [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) — 4.8/5 stars (923 reviews)
- [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) — 4.6/5 stars (818 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (253 reviews)
- [Financial Cents](https://www.g2.com/products/financial-cents/reviews) — 4.7/5 stars (250 reviews)
- [ProSystem fx Suite](https://www.g2.com/products/prosystem-fx-suite/reviews) — 4.0/5 stars (63 reviews)

### Alternatives to UltraTax CS

- [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) — 4.3/5 stars (187 reviews)
- [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) — 4.1/5 stars (133 reviews)
- [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews) — 4.2/5 stars (88 reviews)
- [ProSystem fx Suite](https://www.g2.com/products/prosystem-fx-suite/reviews) — 4.0/5 stars (63 reviews)
- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (826 reviews)
- [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (717 reviews)
- [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) — 4.8/5 stars (923 reviews)
- [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) — 4.6/5 stars (818 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (253 reviews)
- [Financial Cents](https://www.g2.com/products/financial-cents/reviews) — 4.7/5 stars (250 reviews)

### Alternatives to Intuit ProConnect Tax

- [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) — 4.1/5 stars (133 reviews)
- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (826 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (253 reviews)
- [DualEntry](https://www.g2.com/products/dualentry/reviews) — 4.9/5 stars (123 reviews)
- [Sovos](https://www.g2.com/products/sovos/reviews) — 4.2/5 stars (92 reviews)
- [ProSystem fx Suite](https://www.g2.com/products/prosystem-fx-suite/reviews) — 4.0/5 stars (63 reviews)
- [TaxAct Business](https://www.g2.com/products/taxact-business/reviews) — 3.7/5 stars (11 reviews)
- [Caseware](https://www.g2.com/products/caseware/reviews) — 4.0/5 stars (70 reviews)
- [finally](https://www.g2.com/products/finally-finally/reviews) — 4.4/5 stars (63 reviews)
- [GoSystem Tax RS](https://www.g2.com/products/gosystem-tax-rs/reviews) — 3.9/5 stars (32 reviews)

### Alternatives to Vertex

- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (826 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (253 reviews)
- [Sovos](https://www.g2.com/products/sovos/reviews) — 4.2/5 stars (92 reviews)
- [ONESOURCE](https://www.g2.com/products/thomson-reuters-onesource/reviews) — 3.8/5 stars (30 reviews)
- [Anrok](https://www.g2.com/products/anrok/reviews) — 4.5/5 stars (309 reviews)
- [Webgility](https://www.g2.com/products/webgility/reviews) — 4.6/5 stars (381 reviews)
- [Paddle](https://www.g2.com/products/paddle/reviews) — 4.5/5 stars (241 reviews)
- [Zoho Books](https://www.g2.com/products/zoho-books/reviews) — 4.4/5 stars (329 reviews)
- [CCH® SureTax® Platform](https://www.g2.com/products/cch-suretax-platform/reviews) — 3.1/5 stars (12 reviews)
- [FastSpring](https://www.g2.com/products/fastspring/reviews) — 4.5/5 stars (187 reviews)

---
## Top Discussions

### Drake Tax

- Title: [What is Drake accounting?](https://www.g2.com/discussions/what-is-drake-accounting) — 1 comment
  > **Top comment:** "Drake Accounting is Drakes accounting software. Allows you to do bookkeeping, financial statements, payroll, and other accounting functions. It will also..."
- Title: [Is Drake software easy to use?](https://www.g2.com/discussions/is-drake-software-easy-to-use) — 1 comment
  > **Top comment:** "We find Drake easy to use and the company provides excellent suport"
- Title: [Who uses Drake Software?](https://www.g2.com/discussions/who-uses-drake-software) — 1 comment
  > **Top comment:** "I've been using Drake Tax Software since 2004."

### UltraTax CS

- Title: [Experience with multiple outages?](https://www.g2.com/discussions/experience-with-multiple-outages) — 1 comment, 1 upvote
  > **Top comment:** "Yes. They go down daily"

### Intuit ProConnect Tax

- Title: [What is Intuit tax Online?](https://www.g2.com/discussions/what-is-intuit-tax-online) — 1 comment *(includes official response)*
  > **Top comment:** "Intuit Tax Online changed it's name to ProConnect Tax Online.  ProConnect Tax Online is the The #1 online professional tax software.  

ProConnect is a..."
- Title: [Is ProConnect free?](https://www.g2.com/discussions/is-proconnect-free) — 1 comment *(includes official response)*
  > **Top comment:** "Yes, creating an account is free.  Additionally, if you're a Quickbooks Online Accountant (QBOA) user, creating an account is quicker than ever, just login..."
- Title: [What tax software works with QuickBooks online?](https://www.g2.com/discussions/what-tax-software-works-with-quickbooks-online) — 1 comment *(includes official response)*
  > **Top comment:** "ProConnect Tax Online is directly linked to QuickBooks Online Accountant.  

It’s better together!  Get a fully digital, books-to-tax workflow QuickBooks..."

### Vertex

- Title: [How often is O Series enhanced?](https://www.g2.com/discussions/how-often-is-o-series-enhanced) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Version 8.0 is the latest O Series release which became available in March 2017. Functionality is enhanced as part of major releases (like 8.0) and service..."
- Title: [Can O Series complete Returns?](https://www.g2.com/discussions/can-o-series-complete-returns) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "While O Series can generate reports that support the filing of Returns it provides specific functionality that supports the exporting of transaction detail..."
- Title: [When are O Series data updates made available?](https://www.g2.com/discussions/when-are-o-series-data-updates-made-available) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Vertex provides monthly updates to rates, rules, and jurisdictional information. For an On-Premise deployment, the updates are published onto the online..."
- Title: [How many clients are on O Series?](https://www.g2.com/discussions/how-many-clients-are-on-o-series) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Over 1,500 licenses of O Series have been sold to date encompassing U.S. sales and use tax, VAT, retail, leasing and hospitality solutions. These licenses..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/drake-tax-vs-ultratax-cs-vs-intuit-proconnect-tax-vs-vertex-inc-vertex)