Drake Tax
Claim ProfileFeature-rich tax preparation and e-file software for professional tax preparers
SoftwareWorld Editorial Review
Why SoftwareWorld Chooses Drake Tax
"Tax professionals and accounting firms often rely on Drake Tax because it handles tax return preparation efficiently across different filing types. It works well for practices that manage a high volume of clients during tax season, helping staff stay organized and reduce errors. The software is widely trusted among CPAs and independent preparers. However, businesses looking for broader accounting or bookkeeping tools may find it limited, since it focuses primarily on tax-related work."
Decision Snapshot
Drake Tax Evaluation Snapshot
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Trust & Transparency
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Structured Product Information
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Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Drake Tax Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Drake Tax
Problem it Solves
-
Simplifies Tax Preparation And Compliance For Individuals And Businesses
Target Users
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Small Business Owners
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Individual Taxpayers
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Tax Professionals
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Accountants
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Financial Advisors
Core Use Case
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Prepare Tax Returns
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Calculate Tax Liabilities
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Generate Tax Reports
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E-file Tax Documents
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Optimize Tax Deductions
USP
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Maximize Refunds Effortlessly With Drake Tax Software
Pros
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Professional tax preparation built for high-volume filing environments
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Drake handles both individual and business returns under one license
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Speed-focused design lets preparers move through returns noticeably faster
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Affordable flat-rate pricing beats per-return costs at busy firms
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Built-in e-filing tools cover federal and all state returns
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Strong customer support reputation with real humans answering calls
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Document management keeps client files organized without third-party add-ons
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Decades of updates mean rare surprises during actual tax season
Cons
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Desktop-first design feels limiting for remote or distributed teams
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Workflow customization options narrow compared to modern tax platforms
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Pricing structure climbs noticeably as firm size and needs grow
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Client portal experience lacks the polish competitors offer today
Editorial Buyer Guidance
Who Is Drake Tax Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Simplifies Tax Preparation And Compliance For Individuals And BusinessesTarget Users
- Small Business Owners
- Individual Taxpayers
- Tax Professionals
- Accountants
- Financial Advisors
Core Use Cases
- Prepare Tax Returns
- Calculate Tax Liabilities
- Generate Tax Reports
- E-file Tax Documents
- Optimize Tax Deductions
Unique Selling Point
Maximize Refunds Effortlessly With Drake Tax Software
Strengths and Limitations
Drake Tax Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Professional tax preparation built for high-volume filing environments
- Drake handles both individual and business returns under one license
- Speed-focused design lets preparers move through returns noticeably faster
- Affordable flat-rate pricing beats per-return costs at busy firms
- Built-in e-filing tools cover federal and all state returns
- Strong customer support reputation with real humans answering calls
- Document management keeps client files organized without third-party add-ons
- Decades of updates mean rare surprises during actual tax season
!
Cons
- Desktop-first design feels limiting for remote or distributed teams
- Workflow customization options narrow compared to modern tax platforms
- Pricing structure climbs noticeably as firm size and needs grow
- Client portal experience lacks the polish competitors offer today
Sponsored Products
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Category-Based Capabilities
Drake Tax Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Accounting Software 18 selected features Open category ↗ ⌄
General Ledger
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
Expense Tracking
Financial Reporting
Budgeting and Forecasting
Income & Balance Sheet
Inventory Management
Fixed Asset Management
Fund Accounting
Multi-Currency
Tax Management
Payroll Management
Subscription Billing
Project Accounting
Compliance Management
Corporate Tax Software 17 selected features Open category ↗ ⌄
Electronic Filing
For Nonprofits
Status Tracking
Compliance Management
Tax Planning
Data Import/Export
Corporate/Business
Audit Trail
Third-Party Integrations
Reporting & Statistics
Sales Tax Management
Document Management
Data Verification
Exception Notification
Tax Calculation
Client Management
Artificial Intelligence
Tax Practice Management Software 16 selected features Open category ↗ ⌄
Client Management
Tax Forms
Document Management
Tax Filing
Reporting & Statistics
Billing & Invoicing
Status Tracking
Approval Process Control
Workflow Management
ACH Payment Processing
Client Portal
Task Management
Communication Management
Time Tracking
For Tax Practices
Artificial Intelligence
Tax Preparation Software 14 selected features Open category ↗ ⌄
Tax Calculation
Tax Filing
Tax Forms
Accounting
ACH Payment Processing
Approval Process Control
Audit Management
Compliance Management
Document Management
Tax Management
Client Portal
Digital Signature
For Tax Practices
Artificial Intelligence
Connected Applications
Drake Tax Integrations
Integration information is displayed only when approved integration products are available on the profile.
QuickBooks Online
ProSeries Tax
Lacerte Tax
PaperPort
Canopy
Pricing Information
Drake Tax Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Pay-per-return
$2,545
Per Month
Drake Tax 1040
$2,025
One-time
Pay-Per-Return
$359.99
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a Drake Tax Review ↗
Drake Tax Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Richard B.
Owner
Reliable Tax Software with Room for Improvement
Overall, this tax software has proven reliable and efficient for managing client filings. It handles complex calculations smoothly and helps ensure accuracy year after year. The cost is reasonable for the value it provides, though since the recent ownership change, customer service responsiveness has declined. Additionally, it lacks the ability to easily copy client data from prior years, which can be a minor inconvenience for long-term users.
Reviewed on November, 2024
CHORY L.
CPA
Powerful Software with Exceptional Value
This software offers incredible value for its price, making it hard to find a comparable product on the market. Once you get the hang of it, it becomes an efficient tool that delivers strong performance and functionality. While the user interface feels outdated and may take some time to get used to, the unbeatable pricing and capabilities make it a worthwhile investment.
Reviewed on December, 2023
Alternative Products
View All Drake Tax Alternatives ↗
Top Drake Tax Alternatives
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Frequently Asked Questions
Drake Tax FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Drake Tax is a leading Tax Practice Management Software designed to streamline and enhance the operations of tax professionals and accounting firms. It offers an integrated platform for managing client information, preparing tax returns, tracking deadlines, and ensuring compliance with tax regulations. Drake Tax features intuitive tools for organizing client data, automating tax calculations, and generating accurate tax forms, reducing the risk of errors and saving valuable time. The software includes robust workflow management capabilities, allowing firms to assign tasks, monitor progress, and manage deadlines effectively, ensuring timely submission of tax documents. Additionally, Drake Tax provides detailed reporting and analytics, offering insights into firm performance, client satisfaction, and financial metrics, enabling informed decision-making and strategic planning. The platform also supports seamless integration with popular accounting software, CRM systems, and other business applications, ensuring smooth data synchronization and operational coherence. With its user-friendly interface and powerful functionality, Drake Tax empowers tax professionals to optimize their practice management, improve client service, and achieve greater operational efficiency effectively.
- No, Drake Tax does not offer a free version.
- Yes, Drake Tax offers a free trial.
- No, Credit Card details are not required for the Drake Tax trial.
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Drake Tax offers the following pricing plans & packages:
Pay-per-return
$2,545 Per Month
Drake Tax 1040
$2,025 One-time
Pay-Per-Return
$359.99 Per Month
-
Drake Tax supports the following payment frequencies:
- One-Time Payment
- No, Drake Tax does not offer an API.
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Drake Tax can be integrated with the following applications:
- QuickBooks Online , Canopy , Drake Tax , PaperPort , ProSeries Tax , Lacerte Tax
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Drake Tax offers support with the following options:
- Email , Phone , Chat , Knowledge Base , FAQs/Forum
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Drake Tax offers training with the following options:
- In-person , Live Online , Webinar , Documentation , Videos
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Drake Tax supports the following languages:
- English
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Following are the typical users of the Drake Tax:
- Self-Employed , Small-Business , Midsize-Business
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Drake Tax supports the following deployment:
- Cloud Hosted
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Drake Tax supports the following devices and operating systems:
- Web-Based , Mac
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Product Comparisons
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