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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: August 2026

Drake Tax overview

Based on 116 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 say Drake Tax offers strong value for money due to its affordability and pay-per-return options. Reviewers appreciate the features for the price, but some users report frustration with price increases, unclear plan details, and refund policies.

Starting price

349.99flat rate

Pros & Cons

Pricing

Ease of Use

Information Entry

Customer Support

Bugs and Issues

Training and Learning Curve

Drake Tax’s user interface

Ease of use rating:

Drake Tax reviews

Overall rating

3.8

/5

116

Positive reviews

62

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.62/10
Rating distribution

5

4

3

2

1

57

20

13

8

18

Pros
“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. ”
MP

Marie P.

Tax Preparer

“Price increase has been hard to manage.i realize the added security and constant updates require top notch programmers.”
JD

Joy D.

Tax Preparer

“The ability for the software to update clients from prior years is a particularly useful feature and saves us a lot of time.”
BC

Bernie C.

CEO

Cons
“Year‑over‑year hikes of this size don’t reflect the value delivered, especially when many features remain unchanged.”
IT

Ion T.

CEO

“I am OK to deal with occasional (but painful) software hang-ups, but I hope they rethink this approach, because it’s pushing long‑time users away.”
IT

Ion T.

CEO

“New forms and tax law changes are shoe-horned in on screens like pimples on a face.”
RB

Robert B.

Preparer

Who uses Drake Tax?

Based on 116 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

895

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 say Drake Tax offers strong value for money, highlighting its low price, affordability for small firms and solo practitioners, and options like pay-per-return that suit smaller practices. Reviewers appreciate that it includes many features at a lower cost compared to competitors and find it functional for the price. Some users report, however, that price increases are frustrating and feel misled about what is included in certain plans, such as payroll. Some reviewers find the low cost does not compensate for perceived inefficiencies or quality issues, and mention dissatisfaction with refund policies and sales practices.

, and

Drake Tax integrations (0)

Integrations rated by users

We looked at 116 user reviews to identify which products are mentioned as Drake Tax integrations and how users feel about them.

TaxDome logo
TaxDome

Integration rating: 4.7 (7)

Has work well for the most part.

PM

Paul M.

President

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.

Widespread user sentiment highlights Drake Tax's customer support as responsive, attentive, and quick to resolve issues.

A fair number of users appreciate minimal hold times and the ability to reach support easily by phone or email, even during tax season.

Multiple users mention support staff as knowledgeable, helpful, and willing to walk them through complex tax scenarios.

A small group of reviewers report inconsistent support quality, citing inexperienced reps, conflicting advice, and lengthy wait times.

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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