Drake Tax Reviews & Product Details

Drake Tax is a comprehensive tax preparation software designed to enhance the efficiency and accuracy of tax professionals. Serving as the central hub for tax practices, it streamlines the preparation of individual and business returns, enabling professionals to deliver exceptional service to their clients. With over 40 years of reliability and performance, Drake Tax is trusted by more than 77,000 tax professionals nationwide. Key Features and Functionality: - Instant Calculation Results: Provides immediate access to calculation outcomes and full return views, accelerating the tax preparation process. - Uncompromising Accuracy: Incorporates hundreds of return diagnostics and validation rules to ensure precision in every return. - Dynamic Auto-Fill: Utilizes an EIN database to automatically populate business information on Forms W-2, W-2G, 1099, and more, saving valuable time. - Effortless Data Management: Allows seamless import of electronic Forms W-2, investment transactions, Schedules K-1, end-of-year balances, and trial balance data. - Multi-State Returns: Enables the generation of any state return without the need for additional add-on modules. - LookBack and LinkBacks: Facilitates easy access to prior-year data and tracks calculated results back to their sources for thorough review. - Intuitive Planning Tools: Features the Drake Tax Planner to analyze various tax scenarios and compare filing options for optimal results. - Detailed Calculation Results: Offers a comprehensive view of return information, including error messages, fees, and e-file eligibility. - Organized Return Viewing: Allows customization of print sets, printing to PDF, and adding notes for easy reference and communication. Primary Value and Solutions Provided: Drake Tax empowers tax professionals by providing a robust, efficient, and smart solution for tax preparation. Its comprehensive features streamline workflows, reduce manual data entry, and enhance accuracy, allowing professionals to focus on client service and practice growth. The software's reliability and extensive support resources ensure that users can confidently navigate the complexities of tax preparation, ultimately delivering superior results to their clients.

Seller

Drakesoftware

Discussions

Drake Tax Community

Solution Type

Best-of-Breed

Overview by

Paul Garner

Value at a Glance

Averages based on real user reviews.

Perceived Cost

$$$$$

View More Pricing Information

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User Insights

Average based on 27 real user reviews.

Perceived Cost

$$$$$

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Nikolas C.

Lead Accountant and Tax Preparer

Small-Business (50 or fewer emp.)

8/8/2025

"Drake Tax"

5/5

What do you like best about Drake Tax?

We transitioned from Intuit to Drake, and the support team was very helpful in move, and whenever we have technical questions. We use it daily and it takes only a couple of weeks to become pro with it. It is very secure and plays well with multiple operating systems without sacrificing functionality. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

The data flow from the federal 1040 to the more complex state returns isn't always as seamless, but it gets the job done. Review collected by and hosted on G2.com.

Umer S.

Senior Tax Assistant

Mid-Market (51-1000 emp.)

9/18/2025

"Drake is most easiest software for tax returns"

5/5

What do you like best about Drake Tax?

You can file unlimited federal and state returns without paying extra fees Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

The software updates frequently and users must log out during updates Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

6/5/2025

"Drake is pretty good"

5/5

What do you like best about Drake Tax?

I like that its basically look at your documents and match the boxes to the ones on the screen Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

Sometimes it's impossible to clear errors for e-filing so the return has to be mailed. Review collected by and hosted on G2.com.

Chris S.

Director of Finance

Small-Business (50 or fewer emp.)

9/19/2024

"Drake tax is an economical tax program that can handle almost all tax prep needs"

4/5

What do you like best about Drake Tax?

Drake's customer service is amazing! I also like the fact that Drake can file basically any filing that you have without having to go to another provider. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

Their pricing has gotten a bit out of hand in the last few years. Also, their Federal tax side of the program is great. Some of the State tax forms will leave you wanting in Drake. Review collected by and hosted on G2.com.

Bert G.

Partner

Small-Business (50 or fewer emp.)

12/23/2021

"Drake Tax"

4.5/5

What do you like best about Drake Tax?

Drake is a very accurate tax program. They have great customer service. Their price is very reasonable compared to their competition. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

nothing, The program is very complete. I would recommend them Review collected by and hosted on G2.com.

Alicia M.

Enrolled Agent, Tax Specialist, Proprietor

Small-Business (50 or fewer emp.)

5/24/2022

"Not Flashy, but Efficient and Hardworking Software"

5/5

What do you like best about Drake Tax?

Drake is very easy to learn. The data input view is basic, but everything I need to prepare an accurate and complete tax return is there. The price, reliability, and product consistency are what make using Drake a no-brainer. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

I dislike the built-in Customer Relationship Manager. It's not robust enough for what I want for my practice, so I have paired up my Drake Software with TaxDome to fill in the gaps. Now I can make notes about customers, view invoices for all years, and easily send bulk emails to customers in a certain category - like those with IP PINs, for example. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

Drake Tax helps me serve my clients better by keeping overhead low, providing all prior-year software for free (with purchase of current the year), and by being consistent year to year. I don't have to re-learn the software each year. The flow is the same, even while adding new features and keeping up with IRS and state tax changes. Review collected by and hosted on G2.com.

Jovanny G.

Owner

Small-Business (50 or fewer emp.)

10/1/2022

"I've been preparing tax returns with Drake since 2001."

5/5

What do you like best about Drake Tax?

ease of use. Once you look at it, you will know exactly where to go and what to do. the error messages are crucial to making sure the return is prepared correctly. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

Its a bit expensive for the unlimited version. Review collected by and hosted on G2.com.

Jo H.

Administrative Assistant

Small-Business (50 or fewer emp.)

6/29/2022

"Drake does the job"

5/5

What do you like best about Drake Tax?

Drake is user friendly and is easy to maneuver. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

Some minor facets are not intuitive - boxes to check to allow some function for instance. Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

8/26/2021

"This software is great for tax prep"

4.5/5

What do you like best about Drake Tax?

Ease of use and error checking. Drake offers some of the best software to make sure you complete a tax return correctly and it alerts you to anything that may create a problem. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

On occasion running Drake Tax software on a server can cause unexpected crashes. It has been an ongoing battle. At least when a crash does occur it auto saves data so your work is not lost. Review collected by and hosted on G2.com.

Recommendations to others considering Drake Tax:

Drake software offers pricing for firms with a few clients to firms with thousands of clients. The ease of use and customer support will make any money you spend on this software well worth it. Multiple-year firms can pull client data forward, create client contacts with letters, offer tax organizers to help clients get documents based on prior year taxes, and much more. Review collected by and hosted on G2.com.

What problems is Drake Tax solving and how is that benefiting you?

We can easily create and e-file returns. It gives us the ability to assist a customer fast and accurately. Having this software has been an improvement over other tax software we have used. Review collected by and hosted on G2.com.

Verified User in Accounting

Small-Business (50 or fewer emp.)

1/11/2022

"Best Tax Preparation Software"

5/5

What do you like best about Drake Tax?

Drake is the best software I have ever used. It is user-friendly and easy to use. The best part about this software is its interface is almost similar to the actual tax forms. It is easier to navigate through the screens and forms can be found easily based on the categorization. All in all best tax return preparation software. Review collected by and hosted on G2.com.

What do you dislike about Drake Tax?

Sometimes I face issues while printing the tax return forms. It skips a few pages even when the page is showing the tickmark. Review collected by and hosted on G2.com.