--- title: Drake Tax Reviews meta_title: 'Drake Tax Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 27 reviews by the users' company size, role or industry to find out how Drake Tax works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 27 scale: '5' date_modified: '2026-08-07' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Drake Tax Reviews **Vendor:** Drakesoftware **Category:** [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 27 ## About Drake Tax 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. ## Drake Tax Pros & Cons **What users like:** - Users value the **affordable pricing** of Drake Tax, making it a cost-effective choice for tax preparation needs. (1 reviews) - Users value the **all-in-one solution** of Drake Tax, combining excellent customer service with comprehensive filing capabilities. (1 reviews) - Users commend the **helpful customer support** from Drake Tax that assists with transitions and technical queries. (1 reviews) - Users commend the **seamless functionality** of Drake Tax, appreciating its security and compatibility with various operating systems. (1 reviews) - Users value the **secure storage** of Drake Tax, ensuring peace of mind while using the software daily. (1 reviews) **What users dislike:** - Users find the **inefficiency during software updates** frustrating, often requiring unnecessary logouts and causing disruptions. (2 reviews) - Users find Drake Tax to be **expensive** , especially noting the rising prices over the past few years. (1 reviews) ## Drake Tax Discussions - [What is Drake accounting?](https://www.g2.com/discussions/what-is-drake-accounting) - 1 comment - [Is Drake software easy to use?](https://www.g2.com/discussions/is-drake-software-easy-to-use) - 1 comment - [Who uses Drake Software?](https://www.g2.com/discussions/who-uses-drake-software) - 1 comment - [View Drake Tax pricing details and edition comparison](https://www.g2.com/products/drake-tax/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+12%3A34%3A41+-0500&secure%5Bsession_id%5D=bea12502-05a0-4054-9955-51f9d7ab569c&secure%5Btoken%5D=5096dcf4cf0ace1e0139ed7faeef920a212921b9a9c09801840c8b0bdae340c8&format=llm_user) ## Drake Tax Features **Platform Additional Functionality** - Cloud - Messaging - Payment - Client Portal **Tax Planning** - Strategies - Exemptions - Credits - Estimations **Tax Forms - Professional Tax Software** - Federal Tax - State Tax **Platform Content** - Automation **Tax Filing** - Calculations - Rules & Regulations - Ad hoc Reporting - Historical Reporting - K-1 Reporting **Data management - Professional Tax Software** - Data Import - Data Export - Data Import/Export **Platform Data** - Activity Dashboard **Workflows** - Integrations - Importing - Accounting Integration **Tax filing - Professional Tax Software** - E-filing - eSignatures - Calculation **Additional Functionality** - Tax Compliance - Generative AI - SSL Security - Workflow Management - Accounting - Multiple User Accounts - Audit Trail - Tax Filing - Client Management - Activity Dashboard - AI Copilot - Electronic Filing - Tax Planning - Corporate/Business - Dashboard Creation - Multiple Data Sources - Compliance Management - Data Import/Export - Sales Tax Management - Client Portal - Deadline Management - Customizable Templates - Status Tracking - Exception Notification - Audit Management - Customer Accounts - For Nonprofits - Data Storage Management - Document Management - Electronic Submission - Email Reminders - Alerts/Notifications - Data Visualization - Reporting & Statistics - Access Controls/Permissions - Payroll & Employer Forms - Tax Forms - Reminders - Activity Tracking - Financial Analysis - Data Verification - Bank Reconciliation - Mobile Access - Payroll Management - Multi-Currency - Invoice Processing - Value Added Tax (VAT) - Taxation & Assessment - Approval Process Control - Electronic Payments - Invoice Management - Tax Management - Task Management - API - Customizable Branding - Property Tax Management - Customizable Reports - Time & Expense Tracking - Real-Time Data - Receipt Management - Document Storage **Reporting - Professional Tax Software** - Tax Planning **Agentic AI - Tax Practice Management** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - ACH Payment Processing - Bank Reconciliation - API - Document Templates - Real-Time Updates - Email Reminders - Compliance Management - Timesheet Management - Task Management - Billing & Invoicing - Data Import/Export - Generative AI - Mobile Access - Access Controls/Permissions - Communication Management - Due Date Tracking - Tax Forms - Tax Filing - Configurable Workflow - Audit Management - Third-Party Integrations - Document Storage - Customizable Templates - AI Copilot - Approval Process Control - Alerts/Notifications - Project Management - Cash Management - Workflow Management - Status Tracking - Client Management - For Tax Practices - Reporting & Statistics - Employee Management - Time Tracking - Accounting - Document Management **Integration and Support - Professional Tax Software** - Electronic Payments - Client Portal - Tax Advisor - Mobile App **Additional Functionality** - Refund Management - Compliance Management - Communication Management - Accounting - Document Management - Client Management - Document Storage - Digital Signature - Billing & Invoicing - Reporting & Statistics - Tax Management - Approval Process Control - Third-Party Integrations - Time Tracking - Property Tax Management - AI Copilot - Invoice Processing - Access Controls/Permissions - Task Management - Alerts/Notifications - Audit Management - Generative AI - Reminders - Customizable Templates - Bank Reconciliation - For Tax Practices - Workflow Management - ACH Payment Processing - Due Date Tracking - Status Tracking - Multi-Currency - Taxation & Assessment - Mobile Access - Receipt Management - Activity Dashboard - Tax Compliance - API - Tax Forms ## Top Drake Tax Alternatives - [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) - 3.4/5.0 (61 reviews) - [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) - 4.4/5.0 (274 reviews) - [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) - 4.3/5.0 (187 reviews)