--- 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 & Product Details Claimed ###### Profile Status This profile is currently managed by Drake Tax but has limited features. Are you part of the Drake Tax team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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](https://www.g2.com/sellers/drakesoftware) Discussions [Drake Tax Community](https://www.g2.com/products/drake-tax/discuss) Solution Type Best-of-Breed Overview by Paul Garner Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/drake-tax/pricing) ## Top-Rated Alternatives [ ![UltraTax CS](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "UltraTax CS") UltraTax CS 3.4/5(61) ](https://www.g2.com/products/ultratax-cs/reviews) [ ![Intuit ProConnect Tax](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Intuit ProConnect Tax") Intuit ProConnect Tax 4.4/5(276) ](https://www.g2.com/products/intuit-proconnect-tax/reviews) [ ![Intuit Lacerte Tax](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Intuit Lacerte Tax") Intuit Lacerte Tax 4.3/5(187) ](https://www.g2.com/products/intuit-lacerte-tax/reviews) [ View All Alternatives ](https://www.g2.com/products/drake-tax/competitors/alternatives) ## User Insights Average based on 27 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Bryan S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bryan S.") BS Bryan S. Owner Small-Business (50 or fewer emp.) 10/15/2021 "Wonderful Product for a Great Price" 5/5 What do you like best about Drake Tax? Easy to learn and at a price point that makes it affordable for anyone starting their own tax business. Support is amazing as well. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? Some of the forms make it tough to trace back to what they are looking for, but those rarely happen. Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? A pay-per-return tax software that is robust with great service and does not charge extra fees other than the price per return. Review collected by and hosted on G2.com. Show More 10/16/2023 Current UserValidated ReviewerIncentivizedSource: G2 invite CB Cyndie B. Owner Small-Business (50 or fewer emp.) 10/19/2021 "Drake is good but not who I use" 4/5 What do you like best about Drake Tax? I used Drake for a short period of time because they had access to types of returns the software I was using didn't. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? I would have switched 100% to Drake but could not convert my data from a different program over to them. Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? At the time I was using it, it allowed me to file 1120H, non profits etc and my software program did not provide access to these forms. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite BS Bill S. President Accounting Small-Business (50 or fewer emp.) 6/25/2021 "Inexpensive Professional Tax preparation software" 5/5 What do you like best about Drake Tax? Drake Tax is easy to use and is accurate. The program includes all states, personal, business, partnership, and corporate programs to complete the tax returns. Drake's return view/print shows exact forms that are to be filed with the government. Drake's Calculate sub-routine gives you a snapshot of the status of the return. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? Drake Tax is a complete program and I do not have any items that I dislike about the program. I have been using the program since 2008 and I intend to continue using the program. Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? I use Drake Tax to complete all levels of tax preparation complexity. If you miss a required item, when you calculate the return, Drake Tax lets you know that there are errors or items that have been missed. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![JaCoby M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "JaCoby M.") JM JaCoby M. Controller Small-Business (50 or fewer emp.) 6/18/2021 "Affordable yet robust tax prep software" 5/5 What do you like best about Drake Tax? Drake Tax is very affordable tax software which is ideal for the small tax firms. The software is very robust and pretty straightforward to use. I have been using Drake Tax for 3 tax seasons and it is great. It allows me to do what I need to do. I really love the pay as you grow option which is ideal for practices that do not do a ton of tax returns. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? I wish the software wasn't so colorless and boring looking. It is all gray scaled and not fun to look at. Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? It is very affordable for being a robust tax software. It competes just fine with the big tax software companies at half the cost. Designed for the small tax practices. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Glenn R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Glenn R.") GR Glenn R. President Small-Business (50 or fewer emp.) 11/24/2020 "Great professional tax software at a reasonable price" 5/5 What do you like best about Drake Tax? Best support I have ever seen. A real person will answer your phone call within 10 seconds or less. An email will get same day response. You can send the tax return to Drake and they will show how to fix your tax problem. They are $5,000 cheaper than Pro Series Professional. Great tax portal. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? When I converted to Drake Tax, I had to relearn how to prepare the tax return. Number of forms are not as robust as Lacerte Tax. Review collected by and hosted on G2.com. Recommendations to others considering Drake Tax: Handles all my professional tax needs at a reasonable price Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? I can attach pdf documents to my electronic tax returns both federal and state. I use the Drake portal to receive and send encrypted documents Review collected by and hosted on G2.com. Show More 12/21/2020 Current UserValidated ReviewerIncentivizedSource: G2 invite CC Cathy C. Enrolled Agent Sole Proprietor Small-Business (50 or fewer emp.) 6/15/2021 "2020 Tax year review" 4.5/5 What do you like best about Drake Tax? Cost and ease of data entry, e-filing returns, and multiple types of returns available. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? Error messaging could be improved to enhance corrections Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? One program per year for all types of returns Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 7/15/2021 "great software" 5/5 What do you like best about Drake Tax? ease of use and many options at a great price. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? there really isn't anything to not like about this product. Review collected by and hosted on G2.com. Recommendations to others considering Drake Tax: buy the unlimited fillings with drake accounting Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? tax calculations and the ability to stay up to date on new rules Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Paul G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paul G.") PG Paul G. Executive Assistant | Content & Social Media Strategist Small-Business (50 or fewer emp.) 6/26/2020 "Best Tax Software I've Used" 5/5 What do you like best about Drake Tax? Drake Software provides a lot of opportunity for operating digitally with your tax base. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? The software is quite complex. I could not just figure everything out on my own. However, between the knowledge base and the support team at Drake, there is a way to find an answer for anything you need. Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? Processing tax returns without needing to print returns or meet people in person. Virtual tax office is our goal and it is achievable. Review collected by and hosted on G2.com. Show More 6/27/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 12/7/2020 "Drake tax software" 5/5 What do you like best about Drake Tax? Everything is easy, just transfer the forms to the program. Even if you don't know when you call the can assist you. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? Sometimes it is hard to find some forms, but when you Cal custorm service they are always the for help. Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? Individuals Taxes Corporate Partnerships Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 12/2/2020 "Simple Easy To Use and UserFriendly" 4/5 What do you like best about Drake Tax? Ease of Use and the cost. Most tax software can be pricey but Drake was decent. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? It only works with windows and does not support Mac Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? I am now able to profit more money for my business because of Drake's cost and simple use. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Drake Tax? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Drake Tax ](https://www.g2.com/products/drake-tax/discussions/new) GU Guest User • Last activity over 3 years ago What is Drake accounting? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-drake-accounting) GU Guest User • Last activity almost 4 years ago Is Drake software easy to use? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/is-drake-software-easy-to-use) [ View all Discussions ](https://www.g2.com/products/drake-tax/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/drake-tax/pricing) Drake Tax Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_676a3bc1cfb4cbf15246eaaeafcf3c36/intuit-lacerte-tax.png "Product Avatar Image") Intuit Lacerte Tax 4.3/5(187) [ Compare Now ](https://www.g2.com/compare/drake-tax-vs-intuit-lacerte-tax) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3ea59c2767f76faa87926f5a0ccef10b/intuit-proseries-tax.png "Product Avatar Image") Intuit ProSeries Tax 4.2/5(88) [ Compare Now ](https://www.g2.com/compare/drake-tax-vs-intuit-proseries-tax) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2e703f6efce8f7119277951922b05f0e/ultratax-cs.png "Product Avatar Image") UltraTax CS 3.4/5(61) [ Compare Now ](https://www.g2.com/compare/drake-tax-vs-ultratax-cs) ##### ##### Drake Tax Features Platform Content Automation Platform Data Activity Dashboard [ View More Features ](https://www.g2.com/products/drake-tax/features) ##### Categories on G2 [Corporate Tax](https://www.g2.com/categories/corporate-tax)[Tax Practice Management](https://www.g2.com/categories/tax-practice-management)[Professional Tax](https://www.g2.com/categories/professional-tax) ##### Explore More [Virtual Data Room Software](https://www.g2.com/discussions/how-are-teams-using-virtual-data-room-software-for-real-deals)[Best digital platform to improve customer journey](https://www.g2.com/discussions/best-digital-platform-to-improve-customer-journey)[What are the highest rated app localization services for companies needing flexible partners to support more than 10 languages as they scale?](https://www.g2.com/discussions/what-are-the-highest-rated-app-localization-services-for-companies-needing-flexible-partners-to-support-more-than-10-languages-as-they-scale) [What is the most affordable sales gamification platform with solid leaderboard and spiff management for a small sales team that does not need enterprise pricing?](https://www.g2.com/discussions/what-is-the-most-affordable-sales-gamification-platform-with-solid-leaderboard-and-spiff-management-for-a-small-sales-team-that-does-not-need-enterprise-pricing)[Which VR collaboration platforms have the best system stability and technical support for enterprise deployments?](https://www.g2.com/discussions/which-vr-collaboration-platforms-have-the-best-system-stability-and-technical-support-for-enterprise-deployments)[Pros and Cons Details](https://www.g2.com/products/drake-tax/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)