About Drake Tax
Drake Tax is a tax preparation software from Drake Software, LLC that supports the filing of various tax forms. It provides features such as electronic filing, client management, and reporting tools so tax professionals can efficiently manage their clients' tax needs. Designed for users who prepare individual and business tax returns, it lets users access prior year returns and implement a multi-user setup for collaborative work. The software includes built-in help resources to assist users in navigating tax codes and guidelines. Key capabilities: electronic filing client management reporting tools multi-user access built-in help resources Best for: tax professionals that need efficient tools for preparing and filing tax returns.
Drake Tax, developed by Drake Software, LLC, is a tax practice management software designed to streamline tax preparation and filing processes for professionals. It offers a comprehensive suite of features that cater to individual and business tax returns, making it a reliable choice for accountants and tax preparers. The software is known for its efficiency in handling federal and state tax filings, ensuring compliance with the latest tax regulations. With built-in e-filing capabilities, users can submit returns directly to the IRS and state agencies, reducing paperwork and processing time. Additionally, Drake Tax provides extensive reporting tools, allowing users to generate detailed financial summaries and tax projections. The user interface of Drake Tax is designed with functionality in mind, offering a straightforward layout that facilitates easy navigation. While it may not be the most visually appealing software, its practicality ensures that users can quickly access essential features without unnecessary complexity. The dashboard presents a well-organized structure, with menus and shortcuts that enhance workflow efficiency. Data entry is intuitive, with fields clearly labeled and logically arranged, minimizing errors during tax preparation.
Pros & Cons
- +1. The software and its functions are well-liked and considered among the best on the market.
- +2. Customer service is described as great.
- +3. The software is fairly easy to use and administer.
- +4. Diagnostic feedback and information provided by the software are very helpful.
- −1. Users have experienced difficulty and long delays reaching support to resolve account access issues.
- −2. Inability to access online accounts prevents users from renewing their software and using integrated services.
- −3. The Portals e-signature feature has limitations regarding a surviving spouse signing in multiple places in certain cases.
Features
Key features
- 1. Feature-rich tax preparation and e-file software
- Drake Tax serves as the core offering, providing comprehensive tools for professional tax preparers to efficiently prepare and electronically file tax returns.
- 2. Serves as the hub of your practice
- The software is designed to be the central point for managing a tax professional's workflow, aiming to streamline operations and improve productivity.
- 3. Drake in the Cloud (Hosting Solution)
- This option provides the full functionality of the desktop software in a secure and convenient cloud-hosted environment, offering flexibility and remote access.
- 4. Drake Portals (SecureFilePro)
- A secure file exchange solution that facilitates the safe and convenient sharing of tax documents between the tax practice and its clients.
- 5. Top-notch customer service and support
- Drake emphasizes its strong commitment to customer service and support, considering it a key factor in the success of their users and offering various free support services.
Additional features
- 1. Feature-rich tax preparation and e-file software
- Comprehensive software for professional tax preparers to handle tax return preparation and electronic filing.
- 2. Serves as the hub of your practice
- Designed to be the central management system for a tax professional's operations.
- 3. Streamlining tax return preparation
- A core function focused on making the process of preparing tax returns more efficient.
- 4. Enabling you to delight your customers
- Suggests the software's capabilities contribute to positive client experiences.
- 5. Drake on Desktop
- The traditional desktop-installed version of the software.
- 6. Drake Tax
- The primary tax preparation software product offered.
- 7. Drake Accounting
- An application for accounting and payroll services, rebuilt with modern technology.
- 8. Drake Documents
- A tool likely used for managing and organizing documents within the practice.
- 9. Drake Tax Features
- A general reference to the various capabilities included within the Drake Tax software.
- 10. Drake in the Cloud (Hosting Solution)
- Provides access to the software's power through a secure cloud hosting service.
- 11. Live Demonstrations (Seminars and Webinars)
- Opportunities for prospective and current users to see the software in action and learn about its features.
- 12. Drake Accounting
- A specific product offering accounting and payroll functionalities.
- 13. Drake Portals (SecureFilePro)
- A secure platform for exchanging files with clients.
- 14. Bank Products
- A payment solution providing low-cost options for both the tax professional and their clients.
- 15. Drake Pay
- An optimized and secure payment acceptance solution for tax professionals, supporting various payment methods and fast payouts.
- 16. Top-notch customer service and support
- High-quality assistance and resources available to users.
- 17. Free support services
- Indicates that various support resources are available without additional cost.
Pricing
Monthly plans
Pay-Per-Return
USD 359.99
Countries & Languages
Interface languages
Billing currencies
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About Drake Tax
Drake Tax is a tax preparation software from Drake Software, LLC that supports the filing of various tax forms. It provides features such as electronic filing, client management, and reporting tools so tax professionals can efficiently manage their clients' tax needs. Designed for users who prepare individual and business tax returns, it lets users access prior year returns and implement a multi-user setup for collaborative work. The software includes built-in help resources to assist users in navigating tax codes and guidelines. Key capabilities: electronic filing client management reporting tools multi-user access built-in help resources Best for: tax professionals that need efficient tools for preparing and filing tax returns.
Drake Tax Details
Drake Tax's In-App Market Place
Does Drake Tax have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Pay-Per-Return
USD 359.99
Accepted Payment Currencies
Usd ($)
Pros & Cons
- 1. The software and its functions are well-liked and considered among the best on the market.
- 2. Customer service is described as great.
- 3. The software is fairly easy to use and administer.
- 4. Diagnostic feedback and information provided by the software are very helpful.
- 1. Users have experienced difficulty and long delays reaching support to resolve account access issues.
- 2. Inability to access online accounts prevents users from renewing their software and using integrated services.
- 3. The Portals e-signature feature has limitations regarding a surviving spouse signing in multiple places in certain cases.
Drake Tax's Support Options
Drake Tax's Alternatives
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Taxcomp
Taxcomp is a tax compliance software from Tax Technologies, Inc. that helps businesses manage their…
Bonus & Tax Administration
Bonus & Tax Administration is an ERP software from NORRIQ designed for managing taxes and…
