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Drake Tax Logo

Returns management software

Drake Tax Pricing, Features, Reviews and Alternatives

Drake Tax FAQs

Q. What type of pricing plans does Drake Tax offer?

Drake Tax has the following pricing plans:
Starting from: $349.99
Pricing model: One Time License
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Drake Tax?

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


Q. What languages does Drake Tax support?

Drake Tax supports the following languages:
English


Q. Does Drake Tax offer an API?

No, Drake Tax does not have an API available.


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

Drake Tax product overview

Price starts from

349.99

One-time payment

Flat Rate

What is Drake Tax?

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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Phone Support
Knowledge Base
Chat

Training options

Live Online
In Person
Documentation
Webinars
Videos

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Drake Tax logo

Drake Tax

4.0
(96)

Starting from

349.99

One-time payment

Flat Rate

Free plan
Free trial
Pricing range

Starting from

15

Per month

Flat Rate

Free plan
Free trial
Pricing range
Ease of use
Value for money
Customer support
Ease of use
Value for money
Customer support
Why am I seeing this?

Drake Tax pricing information

Value for money

4.1

/5

96

Starting from

349.99

One-time payment

Flat Rate

Pricing options

Free plan
Subscription
Free trial
Pricing range

Drake Tax features

Functionality

3.9

/5

96

Total features

18

4 categories

Most valued features by users

Data Import/Export
Alerts/Notifications
Billing & Invoicing
Document Management
Activity Tracking
Access Controls/Permissions
Accounting
Client Portal

Drake Tax users reviews

Overall Rating

4.0

/5

96

Positive reviews

73

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.58/10
Rating distribution

5

4

3

2

1

51

19

9

7

10

Pros
All client information was saved and available in an easy to read format. Inputting information was quick and easy to save.
Great customer service, fairly easy to use and administer, diagnostic feedback and information is very helpful.
I like the tips and hot links that help you make decisions about tax returns. Also there are many features that help with filings.
Cons
This software is very difficult to use and unable to handle complex business returns. In pro-series when you receive an error message Pro.
When I did pay, it created a new portal that wrote over my existing portal. I lost 7 years of tax docs for client who uploaded directly in the portal.
Drake simply says "error on schedule. Drake does not explain the error and at times Drake references a form that is not even available on the Drake software.
AH
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Anne H.

Partner

Accounting, 1-10 employees

Review source

Overall Rating

Really is the best product for the value

Reviewed 9 months ago

Transcript

Anne: Hi, my name is Anne and I'm a partner with A Harris Services LLC. And to rate Drake's Tax, I would...

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Susan C.

Owner/Preparer

Accounting, 1-10 employees

Review source

Overall Rating

The Best Software for Tax Preparation/Management

Reviewed a year ago

Transcript

Susan C.: Hi, my name is Susan. I'm the owner, tax preparer of Call Now Tax Service, and I give Drake...

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Verified reviewer

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Drake Software Review

Reviewed 6 years ago

Drake tax for its value was one of the easiest tax softwares to navigate. It heightened efficiency and is great all around.

Pros

The software itself is very easy to follow along with a tax return. Like things are located on each tab which allows for high efficiency. If there are any questions the customer support is very very helpful.

Cons

Needs to update items that carryforoward a little better

HC
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Heidi C.

Accounting, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Powerful Professional Tax Prep Software!

Reviewed a year ago

There is a reason DrakeTax is the #1 Professional tax software in the US. It does an amazing job.

Pros

I really love the worksheets feature, it is integrated so nicely and really helps me keep track of my work. The integration with the TaxBook is also very helpful!

Cons

DrakeTax has a learning curve as it is not set up interview style, you have to know what you are doing and where to go. It also is outdated visually, it reminds me of a windows program from the 90's or early 00's.I wish the pay-per-return feature was available for corporate returns.

ag
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angela g.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Disappointed

Reviewed 2 years ago

not great. The lack of communication made me unaware of returns that were not filed and it cost me hundred in penalties. When I called customer service the supervisor was extremely rude, antagonizing, impatient, and refused to take any responsibility for the errors.

Pros

It is User Friendly and customer service is available with little or no hold time.

Cons

Communication with e-filing. The acknowledgments can be inaccurate or misleading which leads to confusion on the returns actually being filed. this caused some of the returns to be late and such clients incurred penalties which we had to reimburse them for.

PC
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Patricia C.

Financial Services, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Drake Software

Reviewed a year ago

I like the fact that the information rolls over from prior year. I can file personal and business returns. After the tax season, returns are free.

Pros

Pricing, if I don't want the unlimited, I order 10 return submissions then add as I need. State filing is included.

Cons

Not enough educational videos for training

TM
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Thomas M.

Financial Services, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Can't Beat The Price & Support

Reviewed 3 years ago

Overall, I like Drake Tax so far. There is a learning curve as the system is complex and takes time to adjust to. They provide practice returns to process in order to get use to the system before filing actual returns for clients. Their support team is attentive and you will typically receive a response when contacting them, within a day or so. Most of all, their price is extremely affordable compared to other professional tax softwares out there (literally, about 1/3 the cost of other well-known programs!). This is my first tax season with Drake, so I cannot say too much yet but after going through many practice returns, I am certainly starting to get the hang of it, but I know that if I need help, they are only a call or email away!

Pros

The price is unbeatable, the customer support is very attentive and responsive, software gives you a message page with potential errors and solutions prior to filing.

Cons

To a first time user of the software, it can seem extremely complex. Many options and can take time to learn navigation. Does not support Mac (I had to download specific software to run windows software on my Mac in order to use Drake.

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