--- 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) BB Brian B. Small-Business (50 or fewer emp.) 2/19/2019 "Drake user for 1040 & Business returns" 5/5 What do you like best about Drake Tax? Drake has coverage for all states for electronic filing and ease of k1 export to 1040. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? Lack of local efilings for Pennsylvania earned income tax returns. Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? Preparation of business and personal income tax returns. Review collected by and hosted on G2.com. Show More 4/14/2020 Validated ReviewerIncentivizedSource: G2 invite ![Jessica L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jessica L.") JL Jessica L. Accounting Intern Small-Business (50 or fewer emp.) 10/25/2019 "Confusing and overly complex software " 1/5 What do you like best about Drake Tax? I didnt really use Drake too much as we primarily only used it for select corps and everyone in my company found it to be confusing. Therefore I find no positive aspects to Drake. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? I dislike that it is just way too overly complex and unlike Ultratax it is hard to find the sections to keypunch your tax data from clients. Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? N/A - no benefits it was very time consuming and not efficient in my opinion nor effective 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.) 1/12/2019 "Drake is Great!" 4.5/5 What do you like best about Drake Tax? Ease of use and that I can efile clients easy and effectively. I like that the tax organizers are so easy to generate as well. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? I don’t like that it’s difficult to know after the fact that returns weren’t efiled. It doesn’t send me a report or reminder to submit them again or to file them by paper. Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? We are helping clients get more organized with the tax organizer as well as going digital with the client portal. Review collected by and hosted on G2.com. Show More 8/13/2019 Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") CA Verified User in Accounting Small-Business (50 or fewer emp.) 8/18/2019 "Good solution for the price " 3.5/5 What do you like best about Drake Tax? Access to all states and all forms for all business entities. No additional modules to purchase at a later date Review collected by and hosted on G2.com. What do you dislike about Drake Tax? I feel the software has various opportunities to auto populate certain fields instead of requiring a manual entry. Also, user interface needs to be updated. Review collected by and hosted on G2.com. Recommendations to others considering Drake Tax: Not a good fit for someone with very little tax prep experience or someone who relies on software explanations for preparation assistance instead of accessing and researching with federal and state tax agency sources Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? Used to prepare individual and business income tax returns 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.) 7/31/2019 "Great Tax Software " 4.5/5 What do you like best about Drake Tax? I like the ease of the software. When it's first downloaded, you have steps to complete setup. The screens are pretty easy to navigate through. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? I do not like that Quickbooks financials for businesses cannot be downloaded straight into the software. Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? It definitely helps during tax season with electronic processing of tax returns. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Matt W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matt W.") MW Matt W. Construction Contract Administration Section Supervisor Small-Business (50 or fewer emp.) 1/22/2019 "Great Tax Prep for a great price" 4.5/5 What do you like best about Drake Tax? It is very user friendly and the price can't be beat Review collected by and hosted on G2.com. What do you dislike about Drake Tax? Some smaller states aren't as supported as the bigger ones. Review collected by and hosted on G2.com. Recommendations to others considering Drake Tax: The interview screens are simple but effective Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? It helps me with my budget. The software costs are what they are. No hidden fees Review collected by and hosted on G2.com. Show More 8/22/2019 Validated ReviewerIncentivizedSource: G2 invite CR Carol R. Consultant Small-Business (50 or fewer emp.) 2/27/2019 "Great tool for tax preparers and accountants" 5/5 What do you like best about Drake Tax? Easy to work with, clear instructions, fast support and neat interface. Review collected by and hosted on G2.com. What do you dislike about Drake Tax? I use this software for close to two years and never encounter a situation that wasn't easy to solve. Review collected by and hosted on G2.com. What problems is Drake Tax solving and how is that benefiting you? Tax and accounting. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Seller 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 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) 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) [ 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. 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