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Drake Tax Logo

Returns management software

Table of Contents

Drake Tax - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Drake Tax overview

Based on 115 verified user reviews

What is Drake Tax?

By industry, Drake Tax reviewers are most commonly professionals in accounting (82%). The most frequent use case for Drake Tax cited by reviewers is tax preparation (61% of reviewers).

What do users say about Drake Tax pricing?

Some users report that Drake Tax offers affordable pricing and they appreciate flexible pay-per-return options. Reviewers indicate it provides more value than costlier competitors. However, some users say frequent price increases are disappointing and they feel misled about included features.

Starting price

349.99flat rate

Pros & Cons

Pricing

Ease of Use

Information Entry

Customer Support

Bugs and Issues

Phone Support

Drake Tax’s user interface

Ease of use rating:

Drake Tax review summaries overview

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(25)
3-4(33)
5(57)

What do users say about Drake Tax?

Reviewers indicate Drake Tax is valued for its affordability, comprehensive tax form coverage, and efficiency for small firms or straightforward returns. They appreciate the ability to carry over information year to year, quick data entry, and responsive customer support, though some mention inconsistent service quality and a decline since company changes. They find it cost-effective compared to competitors, with transparent pricing and few hidden fees.

They report a steep learning curve, outdated interface, and navigation challenges, especially for complex or business returns. Some say the software lacks intuitive guidance, has limited customization, and requires more tax knowledge to avoid errors.

Select to learn more


Who uses Drake Tax?

Based on 115 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Accounting
Financial Services

Use cases

Tax Preparation
Tax Practice Management
Corporate Tax

Drake Tax's key features

Most critical features, based on insights from Drake Tax users:

Tax filing
Tax calculation
Tax forms

All Drake Tax features

Features rating:

Access controls/permissions
Accounting
Activity tracking
Alerts/Notifications
Billing & invoicing
Client portal
Corporate/Business
Data import/export
Data verification
Document management
Electronic filing
Exception Notification
For tax practices
K-1 Reporting
Tax calculation
Tax filing
Tax forms
Tax management
Tax planning

Drake Tax alternatives

Drake Tax logo

Starting from

349.99

One-time payment

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
TaxDome logo

Starting from

800

/user

Per year

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

170

One-time payment

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

695

Per year

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Drake Tax pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Pay-per-return

349.99

One-time payment

Features included:

  • 1040
  • 1040nr
  • 1041
  • 1065
  • 1120
  • 1120h
  • 1120s
  • 706
  • 709
  • 990
  • All State Packages
  • Data Conversion Software
  • Drake Accounting Pro 2022- $495
  • Drake Documents
  • Drake Scheduler
  • Drake Tax 2002-2020
  • Drake Tax Planner
  • E-Filing
  • Organizers

Drake Tax Pro

2,195

Contact vendor for more details

Drake Tax 1040

1,795

Contact vendor for more details

User opinions about Drake Tax price and value

Value for money rating:

Of 29 reviews that provide robust commentary on Drake Tax's price and value, mention it in a positive light.

Some users report that Drake Tax offers affordable pricing, especially for smaller firms and solo practitioners, and they appreciate the pay-per-return and pay-per-use options for flexibility. Reviewers indicate that the software provides more value compared to higher-priced competitors and say its low cost is a major advantage. Some reviewers find the all-inclusive pricing attractive. However, some users say price increases are frequent and disappointing, and they feel misled about what is included in the cost, such as payroll features. Some reviewers feel the low price does not compensate for perceived inefficiencies or lack of quality.

, and

Drake Tax integrations (3)

Integrations rated by users

We looked at 115 user reviews to identify which products are mentioned as Drake Tax integrations and how users feel about them.

TaxDome logo
TaxDome

Integration rating: 4.8 (6)

Is our firm "operating system" - everything happens through here at our firm.

DJ

Dane J.

Owner and Operator

Integration rating: 5.0 (1)

Integration rating: 1.0 (1)

The images created by prompt are precise

Seamlessly integrates with Copilot client portal!

Verified reviewer profile picture

Elizabeth A.

Learning and Development

1/2

Drake Tax customer support

What do users say about Drake Tax customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of Drake Tax customer support.

Frequently reported by users, Drake Tax customer support is responsive, with short wait times and quick answers during tax season.

A number of users highlight that support staff are knowledgeable, helpful, and willing to walk through complex tax issues.

Multiple reviewers appreciate the ease of reaching support via phone or email, often receiving resolutions within 24 hours.

A limited number of users report inconsistent support quality, citing inexperienced or untrained representatives and conflicting advice.

Support options

Email/help desk
Faqs/forum
Phone support
Knowledge base
Chat

Training options

Live online
In person
Documentation
Webinars
Videos

To see what individual users say about Drake Tax's customer support, check out the review snippets below.

“The customer support is so good and can walk you through just about anything. ”

JH

Joel H.

Owner

“The best part is that if I ever have an issue or question their customer service responds right away!”

Verified reviewer profile picture

Emily P.

Tax Associate

“The company does not do a great job of fixing bugs and issues quickly and their customer support team is a mishmash of very talented people and some very new and inexperienced people.”

RS

Rich S.

Owner

“It lacks some of the more robust features that can be helpful if you have a large team, but it's not really trying for that market.”

MS

Mitchell S.

Owner

Drake Tax FAQs

Q. Who are the typical users of Drake Tax?

Drake Tax has the following typical customers:
Small Business, Freelancers

These products have better value for money


Q. What is Drake Tax used for?

Drake Tax is a tax management software designed to help small to midsize accounting businesses manage returns for clients via a unified portal. It includes shortcut keys and macros, which enables tax professionals to streamline data entry operations. Drake Tax includes doublechecking functionality, which allows organizations to mark items on tax forms as verified, noted for review, or flagged for review. The application enables users to automatically export 8615 parent’s tax details to a child’s Form 8615 and K-1 tax information to Form 1040 for further processing. Teams can also compare and analyze taxes for multiple state returns and print forms in Spanish. Drake Tax lets users identify and correct returns calculations, automate backup of client data, accept payments via debit and credit cards, and generate password-protected PDF documents for sharing.


Q. What level of support does Drake Tax offer?

Drake Tax offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support, Knowledge Base, Chat

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