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TurboTax Business vs Drake Tax Comparison

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Overview

Category Leaders

TurboTax Business is mobile-friendly tax preparation software that guides businesses step-by-step when submitting federal & state income tax returns.

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.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

170

One-time payment

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

349.99

One-time payment

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.6

253

5

4

3

2

1

179

49

18

1

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

4.0

97

5

4

3

2

1

51

19

9

7

11

  • Value for money
  • Ease of use
  • Features
  • Customer support
78%
would recommend this app

Pros

TurboTax Business is perfect for small business owners like myself and I highly recommend them. The process is easy and they have reps and the tools needed to guide you along the way if needed.
My overall experience with TurboTax has been good. I have successfully been able to file on my behalf multiple times and very easily.
I love that TurboTax helps me easily categorize all my business expenses so that I can itemize them and maximize my deductions.

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

The customer service is terrible, the price is terrible, and the ease of use it terrible.
My overall experience with TurboTax Business sucks.
Nothing about this software left a bad taste in my mouth.

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.
  • Vendor responds to reviews
  • Last review10 days ago
  • Vendor responds to reviews
  • Last review25 days ago

Key features

  • Total features16
  • Access Controls/Permissions
  • Accounting
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Client Portal
  • Corporate/Business
  • Customizable Reports
  • Data Import/Export
  • Data Verification
  • Document Management
  • Electronic Filing
  • Exception Notification
  • For Tax Practices
  • Historical Reporting
  • K-1 Reporting
  • Mobile Access
  • Payroll & Employer Forms
  • Reporting & Statistics
  • SSL Security
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Forms
  • Tax Planning
  • Total features18
  • Access Controls/Permissions
  • Accounting
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Client Portal
  • Corporate/Business
  • Customizable Reports
  • Data Import/Export
  • Data Verification
  • Document Management
  • Electronic Filing
  • Exception Notification
  • For Tax Practices
  • Historical Reporting
  • K-1 Reporting
  • Mobile Access
  • Payroll & Employer Forms
  • Reporting & Statistics
  • SSL Security
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Forms
  • Tax Planning

Integrations

  • Total integrations6
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Gmail
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net
  • Total integrations4
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Gmail
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net

User reviews that mention these apps

AvatarImg

Verified reviewer

Information Technology and Services, self-employed

Used other for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Good for the Small Business

Reviewed 4 years ago

Overall Turbo Tax is a great tax software for the small business.

Pros

Turbo Tax is a good tax software for the small business. Easy to follow interview to uncover all your tax needs.

Cons

Turbotax can be a bit confusing if you are not familiar with tax terms. Might need to consult a professional to assure you have entered everything correctly.

AvatarImg

Verified reviewer

Music, 1-10 employees

Used other for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

TurboTax review

Reviewed 5 years ago
Pros

I will only use turbo tax from now on for my tax filing needs.

Cons

No cons to mention about turbo tax. I only have good things to say.

TW
AvatarImg

Tonji W.

Furniture, 10,001+ employees

Used monthly for 1-2 years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Business schedule C or 1099

Reviewed a year ago

The only income tax app I will do my business tax on is TurboTax Business.

Pros

It calculates everything for me all i have to do is input the information. I been doing turbo tax on and off for 10 years. If you have a self employed business income can use your 1099 and input that info or if you did turbotax last year it will bring it over from last year.

Cons

Once you switch over from 1040 to business turbotax you cant change it you have to delete all your information and start over.

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Gary H.

Machinery, 201-500 employees

Used monthly for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

A capable tax management solution for small-to-midsize businesses

Reviewed 2 years ago

Overall, we are very pleased with TurboTax. While the pricing is a little higher than some of the other tax prep platforms, we find the features and funtionality, great customer support, and ease of use outweigh all of this.

Pros

TurboTax is extremely easy to use and takes little to no training to master. My favorite aspects of using TurboTax are the built-in tutorials, guidance, and help.

Cons

Using TuroTax for business is a little pricy compared to other self tax prep solutions. While it is cheaper than using a CPA or other tax preparer, I have found a few other business tax prep programs that were cheaper.

SG
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Sam G.

Medical Practice, 201-500 employees

Used other for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

TurboTax Business logo

TurboTax Business

Very easy to use.

Reviewed 6 years ago
Pros

I use turbo tax annually. I have used multiple sites, but turbo tax is by far the most user friendly.

Cons

I have used multiple solutions for taxes. I would say other software can be used that is a little cheaper

AK
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Ali K.

Computer Software, self-employed

Used monthly for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Turbo tax business review

Reviewed 2 years ago

My overall experience has been totally positive and in the future I'll definitely use Turbo tax business for filing my tax forms.

Pros

It makes it a lot easier for me to add the tax data and also fill out every form and file it with IRS without a lot of hassle.

Cons

Well some of the forms are too long but it is standard.

BG
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Bonnie G.

Real Estate, 1-10 employees

Used other for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

TurboTax Business is a great product

Reviewed 3 years ago

Made my tax filing much easier as I am not a tax expert and TurboTax did all the complicated calculations for me.

Pros

The product was easy to use and I was easily able to fine 95% of the forms I was searching for.

Cons

Too many questions at the end, once you have filed with CRA. Hard to get quickly back to what you are doing with another return.

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Stephen B.

Consumer Services, self-employed

Used monthly for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Your Timely and Terrific Tool for Taxes

Reviewed 5 years ago

Turbo Tax for business is fantastic! It offers you a quick and easy solution for managing all the components of your personal or small business. In addition, if you use other products by the same software developer, they integrate well allowing you to pull in information like donations, expenses...etc. If you are looking to save money on having your taxes prepared, I would highly recommend first looking at Turbo Tax!

Pros

Turbo Tax takes what can be very complicated tax forms and breaks the whole process down into easy step by step instructions.

Cons

It can be hard to know at first which turbo tax product to get and whether or not you need the business solution.

JB
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Jennifer B.

Retail, self-employed

Used monthly for 1-2 years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Love it

Reviewed 2 years ago

Wonderful positive experience help me with any tax problem I have

Pros

I love this software because it helps me with my tax management and helps me walk through any tax problem I have

Cons

There's nothing that i don't like about it all the features are wonderful

BH
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Beth H.

Health, Wellness and Fitness, 1-10 employees

Used other for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

TUrbo Tax Excellent for Small Business

Reviewed 5 years ago

Overall, Turbo Tax for Business make tax prep and preparation of a return a breeze. IN less than one day, with only a little advance tax prep, both state and federal returns were done with ease and no stress.

Pros

I am fully confident in the structure, backup and support that Turbo Tax provides for small business owners. Much cheaper that a tax preparer and as a small business owner cost is key to a profitable year. Turbo tax is so simple and easy to use - anyone can do it with confidence that they are getting all the breaks and benefits allowed in preparing a return whether state or federal.

Cons

I filed for an extension last year through Turbo Tax. when I filed the return, it did not include the fee for filing late so it was a small surprise to get bills from both the State and Feds. In this instance, the amount owed was nominal but in another case things could have been different. Would be good for the software to include late fees/interest/penalties or at least to warn you to check with State and Feds regarding this.

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Syed Mustafa F.

Retail, 1-10 employees

Used weekly for 6-12 months

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

It cant be any more easier to file your taxes!

Reviewed 6 years ago

I filed my e-commerce business tax as well as the small retail business tax that my parents run using the Turbo Tax Business and it was super easy. It was just that it cost a fortune for the luxury.

Pros

It basically guides you through everything. If you know how to read you can file the taxes on this software no matter how complicated they are. Multiple businesses and property taxes are also very easily done through it.

Cons

The price if made lower can really make it more affordable. For small businesses its very hard to get such expenses done.

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Anne M.

Internet, self-employed

Used other for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Make Tax Season a little less hectic

Reviewed 6 years ago

Turbo tax identifies situations that could be tax advantageous and walks you through the steps to ensure you are not losing out on any benefits.

Pros

Turbo Tax has continued to innovate its products over the years and has not rested on its laurels. It provides a multitude of features that streamline the tax process and save time and energy, as well as sanity!

Cons

Nothing wrong with it - saves you a lot of headaches.

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Maureen K.

Accounting, self-employed

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

TurboTax Business logo

TurboTax Business

TurboTax for Business review

Reviewed 9 months ago

only tax software option affordable to meets needs

Pros

completes returns i would otherwise have to fill out by hand

Cons

requires an amount of navigating to get the software to put things when I want them to go.

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Casscilla C.

Computer Software, self-employed

Used weekly for 1-2 years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Business Tax

Reviewed 5 years ago

Overall it is great to use I will keep using this software time and time again because it does want I need. I will keep telling others about it because for me it just want I need each year to make sure that I get my taxes done right.

Pros

Enjoied using the software it is really have to find that king of help that turbo Tax business offers. It help make my tax time simple and light. I have tried a few other software but not may can do better than turbo Tax business.

Cons

I thing that it should run free for the first 2 weeks of the tax season. I thin that this will help others who MIGHT want to try and do it themselves.

DL
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Dawn L.

Consumer Services, 1-10 employees

Used monthly for 1-2 years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Great for small businesses owners

Reviewed 5 months ago

Turbo tax is very user friendly. I recommend it to all my friends. It finds deductions I didn't know about and calculates everything for me quickly and efficiently as I go through it.

Pros

Turbo tax makes it easy to understand what information is needed to fill out my tax returns and asks questions to make sure nothing gets missed

Cons

It's time consuming to do my taxes. There are a lot of steps to get done in order to complete them

AA
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Angela A.

Marketing and Advertising, self-employed

Used monthly for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

A live saver for small businesses!

Reviewed 3 years ago
Pros

I love how TurboTax walks you through every part of your tax filing process and even helps you find the maximum tax breaks for your wallet

Cons

It does tend to word things rather weirdly making it hard to understand what topic you're on and how to work through it.

LB
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Laura B.

Accounting, self-employed

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

TurboTax Business logo

TurboTax Business

Does what it needs to

Reviewed 4 years ago
Pros

It’s fine software. Functional enough for basic users.

Cons

If you are a tax professional you can do better.

MD
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Marion D.

Marketing and Advertising, 11-50 employees

Used monthly for 1-2 years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

TurboTax

Reviewed 3 years ago
Pros

It is very easy to use this to file your taxes on your own.

Cons

I don’t like it doesn’t let you get a tax advance

as
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anne s.

Construction, 201-500 employees

Used other for less than 6 months

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Turbo Tax for Business - recommended!

Reviewed 5 years ago

Makes filing taxes for a small business owner simple and affordable.

Pros

Turbo Tax for Business makes tax prep and preparation of a return simple. It's very affordable, and the prompts and questions help ensure you don't miss anything.

Cons

It can be challenging reaching customer service. I wish the online and desktop versions fed into the same database. One year I did a desktop return. The following year I switched to online, but my prior year's desktop version wasn't in the online system. This meant I had to input some of my data into Turbo Tax again.

cf
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chetana f.

Marketing and Advertising, 51-200 employees

Used monthly for less than 6 months

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Great software for Filing Tax Returns

Reviewed 3 years ago

My overall experience has been great using TurboTax Business.

Pros

This is great and easy to use software for preparing personal and corporate tax returns. It is great software that has unlimited tax advice that is provided online.

Cons

There is nothing that I dislike about this software

CU
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Corey U.

Hospital & Health Care, self-employed

Used other for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Thank you for saving me money!

Reviewed 5 years ago

Turbo Tax Business is easy to use and has little hassle involved with it. I have used it every year since I started being self-employed and it has kept up to date with the current tax codes. I'm not going to do my taxes with anyone else but Turbo Tax!

Pros

Turbo Tax Business gives you multiple ways to look at how you can save money for your business. You can input deductions and costs and make adjustments without starting all the way over so you know immediately if it helps you or makes you pay Uncle Sam more.

Cons

I always hate putting in my essential info like social security number but it is a necessary thing. I have always felt that Turbo Tax is secure though and I make sure my password is really strong to help fight the hackers any way that I can.

CH
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Caroline H.

Education Management, 1,001-5,000 employees

Used other for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

The only way I will do taxes

Reviewed 5 years ago

overall, I love using turbo tax. I no longer dread tax season, instead I'm excited to log into the program, check out the previous years summary, and file my new information.

Pros

I have been using this software for three tax seasons now and I will never go back. Turbotax is a breeze and I love how you can see your breakdown before you file anything. It is also important that they keep all of your records from previous years.

Cons

nothing is free- but turbotax can be significantly cheaper than hiring a human tax preparer. Alternatively you could attempt to do them yourself, but time is also money.

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Jack C.

Hospital & Health Care, 201-500 employees

Used other for 1-2 years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

I was very please when i started to do my taxes

Reviewed 6 years ago
Pros

This software is well planned out. Lays everything out for you. And if you have to skip. Something to come back, its easy to find where you left off. The efiling feature was co convenient too. Thanks!

Cons

Maybe more insight into how to get optimized tax return next year.

DG
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Daniel G.

Construction, self-employed

Used monthly for 2+ years

Review source

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

Share this review:

TurboTax Business logo

TurboTax Business

Makes filing taxes easy.

Reviewed 2 years ago

I have been using Turbo Tax for 20 years. It is very thorough and I have never been audited. I feel confident that I am in compliance with the tax laws.

Pros

It asks all the questions so you don't leave anything out.

Cons

I couldn't think of anything except that you have to pay to file the state portion of the tax.

MW
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Melissa W.

Medical Practice, 1-10 employees

Used other 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:

TurboTax Business logo

TurboTax Business

TurboTax Review

Reviewed 6 years ago
Pros

Fairly easy to use, cost efficient, online

Cons

Limited use (not good for complex situations) and limited tax professional help

SH
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Sarah H.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

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

Share this review:

Drake Tax logo

Drake Tax

Drake Tax

Reviewed 2 years ago
Pros

The software is inexpensive and a great value for the price.

Cons

Limitation on some business type returns and complex features. Depreciation/Fixed Assets side could be better.

SV
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Sandra V.

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:

Drake Tax logo

Drake Tax

Wouldn't Use Again

Reviewed a year ago

Started off working well but went downhill in the last few years. Too many updates as well.

Pros

I had used for 14 years. If you have simple returns to prepare, it might be OK. Otherwise, look elsewhere. Paying more money will save you time in the long run. Too many boxes to check, details to check.

Cons

Business returns had balance sheet errors, M1 errors, depreciation errors, errors on the sale of an asset.

RK
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Rivka K.

Accounting, self-employed

Used monthly for 6-12 months

Review source

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

Share this review:

Drake Tax logo

Drake Tax

Switched to Drake

Reviewed 2 months ago

switched to Drake this tax season and went well, good customer support

Pros

Easy to navigate from one form to another

Cons

old world look and feel, for example software could not handle a business name with a . in it

KO
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KENNETH O.

Accounting, self-employed

Used daily for less than 6 months

Review source

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

Share this review:

Drake Tax logo

Drake Tax

Once you're up to speed it's a great cost effective product!

Reviewed 4 years ago

I've got 15 returns in progress at the moment (990, 1120S/H, 1040, 1041), and now know where to find the entry points for the data I need. When you calculate and view the return the program spits out notes on what is wrong and tells you how and where to fix things. You can print right to the portal so client communication is great. There are multi prepared, billing, and client management functionality I don't need and can't comment on. Once you're up the learning curve you are in an excellent cost effective tax return package!

Pros

I was a long time ATX user and do only a small number of returns yearly in my private practice. The yearly cost kept going up and up and my sales person was unresponsive to my cost concerns. Drake has an ATX conversion program which I tried on 2019 and it brought over some large asset lists correctly so I took the plunge. I also bought Drake's portal software and will end up spending less than half of what I spent on ATX without the ATX portal. There are lots of video tutorials and an nice set of help functionality. Usually I just played with entries until I got the tax form to be right and that was how I learned the program. The Support is GREAT. A real person answered the phone instantly(!), and they knew what they were doing.

Cons

I've used TaxSlayer, TurboTax, and ATX. ATX's big advantage is you can click on a form and go directly to the input screens and it is in general more user friendly. I learned Tax Slayer last year as an AARP Tax Aide Volunteer. With Drake there was a tougher learning curve than Tax Slayer to figure out where and how to enter data and how the program thinks with the override entries, but once you get the hang of things it becomes straight forward. There is a search bar at the bottom of the main screen which is often helpful pulling up the correct data entry screen.

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Verified reviewer

Accounting, self-employed

Used other for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Drake Tax logo

Drake Tax

Very Professional tax software with excellent customer support

Reviewed 6 years ago
Pros

Drake Tax makes an excellent very professional easy to learn tax software that is designed for the bigger tax preparation business locations. I have used it liked it, loved customer support. Great for doing many individual returns each year and great for doing business returns. Drake stays up on tax changes.

Cons

Cons: Drake pricing is higher than most tax softwares. It could be because they have probably the best customer care in the business when it is tax season and you are having a problem they help you fix it no matter what.

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Verified reviewer

Construction, 501-1,000 employees

Used other for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Drake Tax

Drake is for beginners

Reviewed 6 years ago

Drake's ultimate appeal is the price. I would not use Drake if it was free. I use a more professional level software product that anticipates my needs as a tax professional.

Pros

Drake has the best customer service in the tax business, and is the most affordable professional tax software on the market.

Cons

It lacks a tremendous amount of features available in other tax software products. It lacks ease of use in every feature. The diagnostics are not user friendly, and are only designed to fix the most basic problems. Drake is not designed to help you along the process. It is best for a tax professional that knows exactly what result is expected. When it is wrong, you have to know exactly what to do. There is little guidance, which can lead the user to a wrong result. The printed forms do not look like a professional product.

TW
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Travet W.

Accounting, 1-10 employees

Used daily for 6-12 months

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

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Drake Tax

Great for Small Practices

Reviewed 3 years ago
Pros

Drake works really well for individual and small business tax returns. I really like being able to carryover basic information from year to year.

Cons

It took me a little bit of getting used to. Some screens are not intuitive.

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Latoya K.

Accounting, 1-10 employees

Used weekly for 2+ years

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

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Drake Tax

Best Tax Software

Reviewed 6 years ago

Being an Accounting service, this software helps during tax season and all year tax filings for our small business owners as well as individuals.

Pros

Ease of use. Customer support team is awesome year after year. Affordable cost.

Cons

If you enter a social security number incorrectly, you cannot change it. You have to buy another return which 100% sucks.

DL
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David L.

Accounting, self-employed

Used daily for 6-12 months

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

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Drake Tax

Great Software for the Money

Reviewed 5 years ago
Pros

I left my company to start my own tax practice and decided on Drake because of the what it could do for the cost. I was previously using UltraTax which is a great software but compared to price this made sense. It does everything I need it to but at a fraction of the cost. It's super easy to set up. UltraTax was better hands down with the exception of the tax projection in Drake. Drake's tax projection is better than UltraTax for individuals. Also, Drake's customer support is better in that I could get through to someone during tax season very quickly. I don't plan on switching tax software anytime in the near future.

Cons

If filing a business in multiple states and then making sure the income on the personal is correctly allocated to each state was a pain. It's not to bad with a couple states but 5+ states plan on spending extra time just getting the software to do what you need it to do.

PC
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Patricia C.

Financial Services, self-employed

Used daily for 2+ years

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

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Drake Tax

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

JL
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June L.

Accounting, self-employed

Used daily for 2+ years

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

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Drake Tax

Software for Small Company

Reviewed 3 years ago

Drake has outstanding customer service -always has. I like that when you call you get a live person and not voice prompts. If someone is thinking about purchasing a tax software program, you need to seriously consider Drake.

Pros

I have used this software for over 12 years. A few years ago, I opened my own practice and Drake was by far the least expensive program out there. Since I had already been using the software, the transition to my own company was easy. I didn't have to worry about the learning curve of knowing the software and it was easy to setup and start by business.

Cons

I opted to include Drake Accounting in my package, but feel that the Accounting program isn't as easy to accommodate as the tax program is. But I have still used it for the w-2 and 1099 and it seems to get what I need done.

BC
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Brett C.

Law Practice, 1-10 employees

Used weekly for 6-12 months

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

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Drake Tax

This product is terrible - DO NOT BUY

Reviewed 5 years ago

This is a terrible product. Preparing returns takes a lot longer with Drake than it did with Pro Series.

Pros

The customer service people speak english.

Cons

I think I could do returns more effectively with an excel workbook. This software is very difficult to use and unable to handle complex business returns. In pro-series when you receive an error message Pro Series provide a link to the issue. 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. Additionally, when you convert Pro Series accounts to Drake, Drake does not transfer all of the information so you have to review the forms to determine if the correct data was transferred. You might as well reenter all of the data if you have to go in and fix it. The sales person pulled a bait and switch telling me that payroll products were included for a flat fee and then charged me for the payroll product and told me she made a mistake. When I make a mistake I acknowledge it and take care of the issue on my dime. Not Drake, they put it on the client. Drake also has a no refund policy after December 31. I do not know any tax preparers that would be using their 2019 tax preparation software before 12/31/2019. I suppose if I made such a poor product I would also limit the ability for customers to return it. Honestly if I wasn't so busy I would file suit for the refund of the price just because it infuriates me to be scammed like this. Maybe this summer my schedule will open up and I will do so.