# Drake Tax vs Vertex Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Vertex excels in customer support, with users highlighting that all issues are resolved promptly and thoroughly. This level of support is crucial for businesses that rely on timely assistance, especially during peak tax seasons.
- **Users say** that Drake Tax offers a seamless experience for small businesses, particularly with its ability to file unlimited federal and state returns without incurring extra fees. This feature is a significant advantage for smaller firms looking to manage costs effectively.
- **Reviewers mention** that Vertex has developed a robust reporting filing system that is easy to use and understand, making it a strong choice for enterprises that require detailed reporting capabilities to meet complex tax obligations.
- **According to verified reviews** , Drake Tax is praised for its user-friendly interface, allowing users to quickly match documents to the corresponding fields on the screen. This intuitive design helps new users become proficient in just a couple of weeks, which is a major plus for firms with less experienced staff.
- **G2 reviewers highlight** that while Vertex has a solid overall rating, it faces challenges in ease of setup compared to Drake Tax, which is noted for its straightforward onboarding process. This difference can impact how quickly teams can start using the software effectively.
- **Users report** that while Vertex has a higher overall G2 Score, Drake Tax shines in quality of support, with users noting that the support team is particularly helpful during transitions and technical inquiries, making it a reliable partner for small businesses.



| | Drake Tax | Vertex | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 27 | 466 | 
| **Largest Market Segment** | Small-Business (96.2% of reviews) | Enterprise (56.4% 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)

### Vertex

Pros:
- Ease of Use (39 reviews)
- Customer Support (29 reviews)

Cons:
- Improvement Needed (45 reviews)
- Complex Interface (29 reviews)

---
## Ratings Comparison
| Rating | Drake Tax | Vertex | 
|---|---|---|
  | **Meets Requirements** | 9.2 (21 reviews) | 8.3 (141 reviews) | 
  | **Ease of Use** | 8.7 (21 reviews) | 8.1 (362 reviews) | 
  | **Ease of Setup** | 9.3 (7 reviews) | 7.7 (292 reviews) | 
  | **Ease of Admin** | 8.7 (5 reviews) | 8.4 (80 reviews) | 
  | **Quality of Support** | 9.8 (20 reviews) | 7.7 (138 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.7 (5 reviews) | 8.2 (105 reviews) | 
  | **Product Direction (% positive)** | 8.8 (20 reviews) | 7.9 (138 reviews) | 

---
## Pricing

### Drake Tax

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Vertex

#### 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 |
| **Vertex** | N/A | N/A |

#### Platform Additional Functionality

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

#### Platform Content

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

#### Platform Data

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Dashboard** | 9.0 (10 reviews) | Not enough data | 

#### Agentic AI - Tax Practice Management

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **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 | 

### Sales Tax and VAT Compliance

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | N/A | N/A |
| **Vertex** | 8.0/10 | 41 |

#### Tracking

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Sales Tax** | Not enough data | 8.9 (37 reviews) | 
| **VAT** | Not enough data | 8.2 (22 reviews) | 
| **GST** | Not enough data | 7.7 (20 reviews) | 
| **Exemptions** | Not enough data | 8.3 (27 reviews) | 
| **Adjustments** | Not enough data | 7.7 (22 reviews) | 
| **Localization** | Not enough data | 8.0 (24 reviews) | 

#### Integrations

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Integrations** | Not enough data | 7.9 (30 reviews) | 

#### Remittance

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Returns** | Not enough data | 8.9 (29 reviews) | 
| **Notifications** | Not enough data | 8.2 (27 reviews) | 
| **Global/Cross Borders** | Not enough data | 7.4 (19 reviews) | 
| **Analytics** | Not enough data | 7.3 (21 reviews) | 

#### Agentic AI - Sales Tax and VAT Compliance

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 

### Corporate Tax

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | N/A | N/A |
| **Vertex** | 7.0/10 | 6 |

#### Tax Planning

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Strategies** | Not enough data | 6.3 (5 reviews) | 
| **Exemptions** | Not enough data | 5.7 (5 reviews) | 
| **Credits** | Not enough data | 6.7 (5 reviews) | 
| **Estimations** | Not enough data | 7.5 (6 reviews) | 

#### Tax Filing

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Calculations** | Not enough data | 7.2 (6 reviews) | 
| **Rules & Regulations** | Not enough data | 7.0 (5 reviews) | 
| **Reporting** | Not enough data | 7.8 (6 reviews) | 

#### Workflows

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Integrations** | Not enough data | 7.5 (6 reviews) | 
| **Importing** | Not enough data | 7.3 (5 reviews) | 

### Professional Tax

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | N/A | N/A |
| **Vertex** | N/A | N/A |

#### Tax Forms - Professional Tax Software

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Federal Tax ** | Not enough data | Not enough data | 
| **State Tax** | Not enough data | Not enough data | 

#### Data management - Professional Tax Software

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Data Import** | Not enough data | Not enough data | 
| **Data Export** | Not enough data | Not enough data | 

#### Tax filing - Professional Tax Software

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **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 | Vertex | 
|---|---|---|
| **Tax Planning** | Not enough data | Not enough data | 

#### Integration and Support - Professional Tax Software

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Payment ** | 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 | 

### SAP Store

| Product | Score | Reviews |
|---|---|---|
| **Drake Tax** | N/A | N/A |
| **Vertex** | N/A | N/A |

#### Agentic AI - SAP Store

| Feature | Drake Tax | Vertex | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | 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 | 

---
## Categories
**Shared Categories (1):** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax)

**Unique to Drake Tax (2):** [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management), [Professional Tax Software](https://www.g2.com/categories/professional-tax)

**Unique to Vertex (2):** [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance), [SAP Store Software](https://www.g2.com/categories/sap-store)


---
## Reviewer Demographics

### By Company Size

| Segment | Drake Tax | Vertex | 
|---|---|---|
| **Small-Business** | 96.2% | 19.3% | 
| **Mid-Market** | 3.8% | 24.3% | 
| **Enterprise** | 0% | 56.4% | 

### By Industry

#### Drake Tax

- **Accounting:** 100.0%

#### Vertex

- **Retail:** 15.4%
- **Manufacturing:** 9.9%
- **Accounting:** 7.9%
- **Information Technology and Services:** 4.8%
- **Financial Services:** 4.6%
- **Computer Software:** 4.0%
- **Consumer Goods:** 3.7%
- **Hospital & Health Care:** 3.5%
- **Oil & Energy:** 3.3%
- **Wholesale:** 3.1%
- **Other:** 39.6%

---
## Alternatives

### Alternatives to Drake Tax

- [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) — 3.4/5 stars (61 reviews)
- [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) — 4.2/5 stars (87 reviews)
- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (825 reviews)
- [TaxDome](https://www.g2.com/products/taxdome/reviews) — 4.7/5 stars (701 reviews)
- [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) — 4.8/5 stars (895 reviews)
- [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) — 4.6/5 stars (717 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (252 reviews)

### Alternatives to Vertex

- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (825 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (252 reviews)
- [Sovos](https://www.g2.com/products/sovos/reviews) — 4.2/5 stars (92 reviews)
- [ONESOURCE](https://www.g2.com/products/thomson-reuters-onesource/reviews) — 3.8/5 stars (30 reviews)
- [Anrok](https://www.g2.com/products/anrok/reviews) — 4.4/5 stars (288 reviews)
- [Webgility](https://www.g2.com/products/webgility/reviews) — 4.6/5 stars (378 reviews)
- [Paddle](https://www.g2.com/products/paddle/reviews) — 4.5/5 stars (239 reviews)
- [Zoho Books](https://www.g2.com/products/zoho-books/reviews) — 4.4/5 stars (327 reviews)
- [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) — 4.4/5 stars (276 reviews)
- [CCH® SureTax® Platform](https://www.g2.com/products/cch-suretax-platform/reviews) — 3.1/5 stars (12 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."

### Vertex

- Title: [How often is O Series enhanced?](https://www.g2.com/discussions/how-often-is-o-series-enhanced) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Version 8.0 is the latest O Series release which became available in March 2017. Functionality is enhanced as part of major releases (like 8.0) and service..."
- Title: [Can O Series complete Returns?](https://www.g2.com/discussions/can-o-series-complete-returns) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "While O Series can generate reports that support the filing of Returns it provides specific functionality that supports the exporting of transaction detail..."
- Title: [When are O Series data updates made available?](https://www.g2.com/discussions/when-are-o-series-data-updates-made-available) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Vertex provides monthly updates to rates, rules, and jurisdictional information. For an On-Premise deployment, the updates are published onto the online..."
- Title: [How many clients are on O Series?](https://www.g2.com/discussions/how-many-clients-are-on-o-series) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Over 1,500 licenses of O Series have been sold to date encompassing U.S. sales and use tax, VAT, retail, leasing and hospitality solutions. These licenses..."

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