# Drake Tax vs UltraTax CS Comparison

---
## Frequently Asked Questions

### What is the difference between UltraTax CS vs Drake Tax?

Drake Tax stands out from UltraTax CS with significantly higher reviewer satisfaction across all key dimensions, especially in support and ease of setup.

| [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) | [Drake Tax](https://www.g2.com/products/drake-tax/reviews) |
| --- | --- |
| 3.4/5 (61 reviews) | 4.6/5 (27 reviews) |
| Small-Business | Small-Business |
| 7.6 | 9.3 |
| 6.7 | 9.8 |
| Ease of Use | Customer Support |



### How do the pricing models of UltraTax CS and Drake Tax compare?

Drake Tax is considered the stronger value by reviewers, reflected in its higher satisfaction with pricing and cost.

- **UltraTax CS:** Reviewers frequently cite UltraTax CS as expensive, with several noting high costs as a drawback.
- **Drake Tax:** Drake Tax is praised for affordability and value, with reviewers highlighting its reasonable pricing and lack of extra fees for unlimited filings.
- **Switching Reason:** Recent reviewers mention switching to Drake Tax for its lower cost and better value compared to competitors.



### What are the best alternatives to UltraTax CS and Drake Tax?

The best alternatives to UltraTax CS and Drake Tax are Intuit Lacerte Tax, Intuit ProConnect Tax, and CCH Tax.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) | 3.4/5 (61 reviews) | Small-Business | Expensive, cited as a drawback | Ease of Use |
| [Drake Tax](https://www.g2.com/products/drake-tax/reviews) | 4.6/5 (27 reviews) | Small-Business | Praised for affordability and value | Customer Support |
| [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) | 4.3/5 (187 reviews) | Small-Business | — | Comprehensive tax form coverage |
| [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) | 4.4/5 (276 reviews) | Small-Business | — | Cloud-based accessibility |
| [CCH Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) | 4.1/5 (133 reviews) | Mid-Market | — | Robust reporting and analytics |



### Which Corporate Tax features should I prioritize when comparing UltraTax CS and Drake Tax?

Buyers comparing UltraTax CS and Drake Tax should prioritize Calculations, Ease of Setup, Quality of Support, Integrations, and Pricing.

- **Calculations:** UltraTax CS (7.7), Drake Tax (9.2) on Meets Requirements; Calculations is the most frequently mentioned feature.
- **Ease of Setup:** UltraTax CS (7.6), Drake Tax (9.3).
- **Quality of Support:** UltraTax CS (6.7), Drake Tax (9.8).
- **Integrations:** UltraTax CS has 1 all-time mention; Drake Tax has no recent integration mentions.
- **Pricing:** UltraTax CS is cited as expensive; Drake Tax is praised for affordability.



### What are the pros and cons of UltraTax CS vs Drake Tax?

Drake Tax's headline strength is customer support, while UltraTax CS is most often praised for ease of use.

- **UltraTax CS strengths:** Ease of Use (2 all-time mentions), Efficiency, Integrations, Time-saving, User Interface.
- **UltraTax CS trade-offs:** Expensive (1 all-time mention), Difficult Learning, Inefficiency, Login Issues, Software Bugs.
- **Drake Tax strengths:** Customer Support, Affordable, All-in-one Solution, Functionality, Secure Storage.
- **Drake Tax trade-offs:** Inefficiency (2 all-time mentions), Expensive (1 all-time mention in recent reviews).



### Is UltraTax CS or Drake Tax better for small businesses?

Drake Tax is the better fit for small businesses, with higher satisfaction scores and strong small-business reviewer sentiment.

- **UltraTax CS:** Largest segment is Small-Business; reviewers note ease of use but frequently cite high cost as a drawback for small firms.
- **Drake Tax:** Largest segment is Small-Business; reviewers consistently praise affordability, ease of setup, and customer support for small business needs.



### Which Corporate Tax platform has better integrations?

UltraTax CS is favored for integrations, with reviewers citing integration benefits, while Drake Tax has no recent integration mentions.

- **UltraTax CS:** Integrations mentioned in recent reviews, with 1 all-time mention; reviewers highlight time-saving integration with other Thomson Reuters applications.
- **Drake Tax:** No recent reviewer-cited integrations.



### How do UltraTax CS and Drake Tax compare on customer support?

Drake Tax outperforms UltraTax CS on Quality of Support by a margin of 3.1 points (9.8 vs 6.7).

- **UltraTax CS:** Support experiences are mixed, with some reviewers praising helpfulness and others citing long wait times and unresolved issues.
- **Drake Tax:** Reviewers consistently describe customer support as excellent, responsive, and a key differentiator.



### Which is easier to implement, UltraTax CS or Drake Tax?

Drake Tax is easier to implement, with a 1.7-point advantage in Ease of Setup (9.3 vs 7.6).

- **UltraTax CS:** Reviewers describe setup as generally straightforward but note occasional complexity and learning curve.
- **Drake Tax:** Reviewers highlight quick onboarding, intuitive setup, and rapid proficiency for new users.



### Which product has better Calculations?

Drake Tax is rated higher for Calculations, the most frequently mentioned feature across both products.

- **UltraTax CS:** Meets Requirements score of 7.7; reviewers note accurate calculations but mention occasional inefficiency and bugs.
- **Drake Tax:** Meets Requirements score of 9.2; reviewers consistently praise calculation accuracy and reliability.



| | Drake Tax | UltraTax CS | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 3.4 out of 5 | 
| **Total Reviews** | 27 | 61 | 
| **Largest Market Segment** | Small-Business (96.2% of reviews) | Small-Business (95.0% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### Drake Tax

Pros:
- Affordable (1 reviews)
- All-in-one Solution (1 reviews)

Cons:
- Inefficiency (2 reviews)
- Expensive (1 reviews)

### UltraTax CS

Pros:
- Customer Support (2 reviews)
- Ease of Use (2 reviews)

Cons:
- Difficult Learning (1 reviews)
- Expensive (1 reviews)

---
## Ratings Comparison
| Rating | Drake Tax | UltraTax CS | 
|---|---|---|
  | **Meets Requirements** | 9.2 (21 reviews) | 7.7 (50 reviews) | 
  | **Ease of Use** | 8.7 (21 reviews) | 7.6 (51 reviews) | 
  | **Ease of Setup** | 9.3 (7 reviews) | 7.6 (14 reviews) | 
  | **Ease of Admin** | 8.7 (5 reviews) | 6.0 (7 reviews) | 
  | **Quality of Support** | 9.8 (20 reviews) | 6.7 (49 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.7 (5 reviews) | 5.0 (7 reviews) | 
  | **Product Direction (% positive)** | 8.8 (20 reviews) | 6.2 (49 reviews) | 

---
## Pricing

### Drake Tax

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### UltraTax CS

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Tax Practice Management

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | 7.2/10 | 14 |
| **UltraTax CS** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Cloud** | 8.8 (7 reviews) | Not enough data | 
| **Messaging** | 5.6 (8 reviews) | Not enough data | 
| **Payment** | 5.8 (6 reviews) | Not enough data | 
| **Client Portal** | 6.0 (7 reviews) | Not enough data | 

#### Platform Content

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Automation** | 7.8 (10 reviews) | Not enough data | 

#### Platform Data

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Activity Dashboard** | 9.0 (10 reviews) | Not enough data | 

#### Agentic AI - Tax Practice Management

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **ACH Payment Processing** | Not enough data | Not enough data | 
| **Bank Reconciliation** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | 
| **Real-Time Updates** | Not enough data | Not enough data | 
| **Email Reminders** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Timesheet Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Billing & Invoicing** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Due Date Tracking** | Not enough data | Not enough data | 
| **Tax Forms** | Not enough data | Not enough data | 
| **Tax Filing** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Audit Management** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Project Management** | Not enough data | Not enough data | 
| **Cash Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | 
| **For Tax Practices** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Employee Management** | Not enough data | Not enough data | 
| **Time Tracking** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 

### Corporate Tax

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | N/A | N/A |
| **UltraTax CS** | 8.5/10 | 8 |

#### Tax Planning

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Strategies** | Not enough data | 8.5 (8 reviews) | 
| **Exemptions** | Not enough data | 8.3 (8 reviews) | 
| **Credits** | Not enough data | 8.8 (8 reviews) | 
| **Estimations** | Not enough data | 8.1 (8 reviews) | 

#### Tax Filing

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Calculations** | Not enough data | 9.2 (8 reviews) | 
| **Rules & Regulations** | Not enough data | 8.5 (8 reviews) | 
| **Ad hoc Reporting** | Not enough data | 8.3 (8 reviews) | 
| **Historical Reporting** | Not enough data | Not enough data | 
| **K-1 Reporting** | Not enough data | Not enough data | 

#### Workflows

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Integrations** | Not enough data | 8.8 (8 reviews) | 
| **Importing** | Not enough data | 8.3 (8 reviews) | 
| **Accounting Integration** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Tax Compliance** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **SSL Security** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Multiple User Accounts** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Tax Filing** | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Electronic Filing** | Not enough data | Not enough data | 
| **Tax Planning** | Not enough data | Not enough data | 
| **Corporate/Business** | Not enough data | Not enough data | 
| **Dashboard Creation** | Not enough data | Not enough data | 
| **Multiple Data Sources** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Sales Tax Management** | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 
| **Deadline Management** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Exception Notification** | Not enough data | Not enough data | 
| **Audit Management** | Not enough data | Not enough data | 
| **Customer Accounts** | Not enough data | Not enough data | 
| **For Nonprofits** | Not enough data | Not enough data | 
| **Data Storage Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Electronic Submission** | Not enough data | Not enough data | 
| **Email Reminders** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Payroll & Employer Forms** | Not enough data | Not enough data | 
| **Tax Forms** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Financial Analysis** | Not enough data | Not enough data | 
| **Data Verification** | Not enough data | Not enough data | 
| **Bank Reconciliation** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Payroll Management** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Invoice Processing** | Not enough data | Not enough data | 
| **Value Added Tax (VAT)** | Not enough data | Not enough data | 
| **Taxation & Assessment** | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | 
| **Electronic Payments** | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | 
| **Tax Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Property Tax Management** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Time & Expense Tracking** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Receipt Management** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 

### Professional Tax

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | N/A | N/A |
| **UltraTax CS** | N/A | N/A |

#### Tax Forms - Professional Tax Software

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Federal Tax ** | Not enough data | Not enough data | 
| **State Tax** | Not enough data | Not enough data | 

#### Data management - Professional Tax Software

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Data Import** | Not enough data | Not enough data | 
| **Data Export** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 

#### Tax filing - Professional Tax Software

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **E-filing** | Not enough data | Not enough data | 
| **eSignatures** | Not enough data | Not enough data | 
| **Calculation** | Not enough data | Not enough data | 

#### Reporting - Professional Tax Software

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Tax Planning** | Not enough data | Not enough data | 

#### Integration and Support - Professional Tax Software

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Electronic Payments** | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 
| **Tax Advisor** | Not enough data | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Drake Tax | UltraTax CS | 
|---|---|---|
| **Refund Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Digital Signature** | Not enough data | Not enough data | 
| **Billing & Invoicing** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Tax Management** | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Time Tracking** | Not enough data | Not enough data | 
| **Property Tax Management** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Invoice Processing** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Audit Management** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Bank Reconciliation** | Not enough data | Not enough data | 
| **For Tax Practices** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **ACH Payment Processing** | Not enough data | Not enough data | 
| **Due Date Tracking** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Taxation & Assessment** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Receipt Management** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Tax Compliance** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Tax Forms** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (3):** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax), [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management), [Professional Tax Software](https://www.g2.com/categories/professional-tax)




---
## Reviewer Demographics

### By Company Size

| Segment | Drake Tax | UltraTax CS | 
|---|---|---|
| **Small-Business** | 96.2% | 95.0% | 
| **Mid-Market** | 3.8% | 3.3% | 
| **Enterprise** | 0% | 1.7% | 

### By Industry

#### Drake Tax

- **Accounting:** 100.0%

#### UltraTax CS

- **Accounting:** 93.2%
- **Computer Software:** 3.4%
- **Information Technology and Services:** 1.7%
- **Chemicals:** 1.7%

---
## Alternatives

### Alternatives to Drake Tax

- [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) — 4.4/5 stars (276 reviews)
- [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) — 4.3/5 stars (187 reviews)
- [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) — 4.1/5 stars (133 reviews)
- [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews) — 4.3/5 stars (129 reviews)
- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (826 reviews)
- [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (729 reviews)
- [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) — 4.8/5 stars (930 reviews)
- [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews) — 4.4/5 stars (466 reviews)
- [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) — 4.6/5 stars (844 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (253 reviews)

### Alternatives to UltraTax CS

- [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) — 4.3/5 stars (187 reviews)
- [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) — 4.1/5 stars (133 reviews)
- [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews) — 4.3/5 stars (129 reviews)
- [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) — 4.4/5 stars (276 reviews)
- [ProSystem fx Suite](https://www.g2.com/products/prosystem-fx-suite/reviews) — 4.0/5 stars (63 reviews)
- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (826 reviews)
- [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews) — 4.4/5 stars (466 reviews)
- [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (729 reviews)
- [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) — 4.8/5 stars (930 reviews)
- [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) — 4.6/5 stars (844 reviews)

---
## Top Discussions

### Drake Tax

- Title: [What is Drake accounting?](https://www.g2.com/discussions/what-is-drake-accounting) — 1 comment
  > **Top comment:** "Drake Accounting is Drakes accounting software. Allows you to do bookkeeping, financial statements, payroll, and other accounting functions. It will also..."
- Title: [Is Drake software easy to use?](https://www.g2.com/discussions/is-drake-software-easy-to-use) — 1 comment
  > **Top comment:** "We find Drake easy to use and the company provides excellent suport"
- Title: [Who uses Drake Software?](https://www.g2.com/discussions/who-uses-drake-software) — 1 comment
  > **Top comment:** "I've been using Drake Tax Software since 2004."

### UltraTax CS

- Title: [Experience with multiple outages?](https://www.g2.com/discussions/experience-with-multiple-outages) — 1 comment, 1 upvote
  > **Top comment:** "Yes. They go down daily"

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/drake-tax-vs-ultratax-cs)