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Drake Tax Reviews & Product Details

Alicia M.
AM
Enrolled Agent, Tax Specialist, Proprietor
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Drake Tax?

Drake is very easy to learn. The data input view is basic, but everything I need to prepare an accurate and complete tax return is there. The price, reliability, and product consistency are what make using Drake a no-brainer. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

I dislike the built-in Customer Relationship Manager. It's not robust enough for what I want for my practice, so I have paired up my Drake Software with TaxDome to fill in the gaps. Now I can make notes about customers, view invoices for all years, and easily send bulk emails to customers in a certain category - like those with IP PINs, for example. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

Drake Tax helps me serve my clients better by keeping overhead low, providing all prior-year software for free (with purchase of current the year), and by being consistent year to year. I don't have to re-learn the software each year. The flow is the same, even while adding new features and keeping up with IRS and state tax changes. Review collected by and hosted on G2.com.

Drake Tax Overview

What is Drake Tax?

Drake Tax is comprehensive, all-in-one professional tax software.

Drake Tax Details
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Product Description

Drake Tax is comprehensive, all-in-one professional tax software.


Seller Details
Year Founded
1977
HQ Location
Franklin, Western North Carolina
Twitter
@DrakeSoftware
3,066 Twitter followers
LinkedIn® Page
www.linkedin.com
590 employees on LinkedIn®

PG
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Recent Drake Tax Reviews

Chris S.
CS
Chris S.Small-Business (50 or fewer emp.)
4.0 out of 5
"Drake tax is an economical tax program that can handle almost all tax prep needs"
Drake's customer service is amazing! I also like the fact that Drake can file basically any filing that you have without having to go to another pr...
Bert G.
BG
Bert G.Small-Business (50 or fewer emp.)
4.5 out of 5
"Drake Tax"
Drake is a very accurate tax pogram. They have great customer service. Their price is very reasonable compared to their competition.
Bryan S.
BS
Bryan S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Wonderful Product for a Great Price"
Easy to learn and at a price point that makes it affordable for anyone starting their own tax business. Support is amazing as well.
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Drake Tax Media

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Video Reviews

23 out of 24 Total Reviews for Drake Tax

4.5 out of 5
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23 out of 24 Total Reviews for Drake Tax
4.5 out of 5
23 out of 24 Total Reviews for Drake Tax
4.5 out of 5

Drake Tax Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Chris S.
CS
Director of Finance
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Drake Tax?

Drake's customer service is amazing! I also like the fact that Drake can file basically any filing that you have without having to go to another provider. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

Their pricing has gotten a bit out of hand in the last few years. Also, their Federal tax side of the program is great. Some of the State tax forms will leave you wanting in Drake. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

Drake handles all of our tax prep and filing needs. Review collected by and hosted on G2.com.

Bert G.
BG
Partner
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Drake Tax?

Drake is a very accurate tax pogram. They have great customer service. Their price is very reasonable compared to their competition. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

nothing, The program is very complete. I would recommed them Review collected by and hosted on G2.com.

Recommendations to others considering Drake Tax:

I recommend Drake to all accountants. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

I am solving client's tax problems and doing their taxes. Review collected by and hosted on G2.com.

Jovanny G.
JG
Owner
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Drake Tax?

ease of use. Once you look at it, you will know exactly where to go and what to do. the error messages are crucial to making sure the return is prepared correctly. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

Its a bit expensive for the unlimited version. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

Drake Tax updates frequently to keep up with relevant tax laws and codes. Review collected by and hosted on G2.com.

JH
Administrative Assistant
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Drake Tax?

Drake is user friendly and is easy to maneuver. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

Some minor facets are not intuitive - boxes to check to allow some function for instance. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

Drake is a good resource for ensuring a thorough review for accuracy. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Drake Tax?

Ease of use and error checking. Drake offers some of the best software to make sure you complete a tax return correctly and it alerts you to anything that may create a problem. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

On occasion running Drake Tax software on a server can cause unexpected crashes. It has been an on going battle. At least when a crash does occur it auto saves data so your work is not lost. Review collected by and hosted on G2.com.

Recommendations to others considering Drake Tax:

Drake software offers pricing for firms with a few clients to firms with thousands of clients. The ease of use and customer support will make any money you spend on this software well worth it. Multiple-year firms can pull client data forward, create client contacts with letters, offer tax organizers to help clients get documents based on prior year taxes, and much more. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

We can easily create and e-file returns. It gives us the ability to assist a customer fast and accurately. Having this software has been an improvement over other tax software we have used. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Drake Tax?

Drake is the best software I have ever used. It is user-friendly and easy to use. The best part about this software is its interface is almost similar to the actual tax forms. It is easier to navigate thriugh the screens and forms can be found easily based on the catrgorisation. All in all best tax return preparation software. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

Sometimes I face issues while printing the tax return forms. It skips a few pages even when the page is showing the tickmark. Review collected by and hosted on G2.com.

Recommendations to others considering Drake Tax:

It's a great tax return preparation software. Go ahead and make your life easy Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

I am preparing all kinds of tax returns with Drake tax software. Review collected by and hosted on G2.com.

Bryan S.
BS
Owner
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Drake Tax?

Easy to learn and at a price point that makes it affordable for anyone starting their own tax business. Support is amazing as well. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

Some of the forms make it tough to trace back to what they are looking for, but those rarely happen. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

A pay-per-return tax software that is robust with great service and does not charge extra fees other than the price per return. Review collected by and hosted on G2.com.

CB
Owner
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Drake Tax?

I used Drake for a short period of time because they had access to types of returns the software I was using didn't. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

I would have switched 100% to Drake but could not convert my data from a different program over to them. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

At the time I was using it, it allowed me to file 1120H, non profits etc and my software program did not provide access to these forms. Review collected by and hosted on G2.com.

BS
President
Accounting
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Drake Tax?

Drake Tax is easy to use and is accurate. The program includes all states, personal, business, partnership, and corporate programs to complete the tax returns. Drake's return view/print shows exact forms that are to be filed with the government. Drake's Calculate sub-routine gives you a snapshot of the status of the return. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

Drake Tax is a complete program and I do not have any items that I dislike about the program. I have been using the program since 2008 and I intend to continue using the program. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

I use Drake Tax to complete all levels of tax preparation complexity. If you miss a required item, when you calculate the return, Drake Tax lets you know that there are errors or items that have been missed. Review collected by and hosted on G2.com.

JaCoby M.
JM
Controller
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Drake Tax?

Drake Tax is very affordable tax software which is ideal for the small tax firms. The software is very robust and pretty straightforward to use. I have been using Drake Tax for 3 tax seasons and it is great. It allows me to do what I need to do. I really love the pay as you grow option which is ideal for practices that do not do a ton of tax returns. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

I wish the software wasn't so colorless and boring looking. It is all gray scaled and not fun to look at. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

It is very affordable for being a robust tax software. It competes just fine with the big tax software companies at half the cost. Designed for the small tax practices. Review collected by and hosted on G2.com.