William Rhodes
GBDrake Portals auto logout time This is not about the Drake Tax, but Drake Portal. can you please extend the auto logout time!!!! It is ridiculously short. I cannot even go back and forth between it and Drake Tax working on a retrun only to come back and have to log back in. It is shorter than any bank login or any other application I work with . IT IS EVEN SHORTER THAN DRAKE TAX AUTO LOGOUT. What the heck are they tryng to accomplish other than aggragvate the user into finding a differnt solution?
Gary Rodgers
GBWe appreciate the software team We appreciate the software team. In particular the telephone support team is quick, efficient, personable, and easy to engage in meaningful conversation. They come up with solutions and show their thorough knowledge by doing it quickly. A couple things that would be good: 1. A single button to quickly print the Engagement Letter from the list of returns. 2. Consistent placement of the PRNT and Notes screens across return types. Put them all in miscellaneous or whereever.
Tony P
GBDrake is overall a great tax product Drake is overall a great tax product. Easy to use and proforma prior year data for use with the current year return. This year the QBI section for K-1's seemed to give our preparers a little more trouble with it being listed separately from each K-1. Would like to see options to link 1099-NEC's/MISC directly from the Schedule's C, E and F to make sure preparers utilize those forms (like the 99G and PATR on Schedule F). With this difficult year of changes and all that the programmers had to deal with, Drake was great on getting the software updated timely and working to keep up with our ever changing government regulations
Suzanne Hale
GBI've been using Drake since 2015 I've been using Drake since 2015. I find the product pretty solid. The support is great. The only weakness is in Ohio cities', which is found with all tax software. The changes just prior and during the 2022 filing season have been cumbersome. I am glad the different sign-ons have been consolidated but the instructions on the resulting screens are unhelpful.
Theresa Hayes
INEasy to Use We've been using Drake Software for the last 10 years now and have always been very pleased with the accuracy, ease of use, and vast options the company has given us. The tax planner is helpful for clients to prepare for the next year or give them several scenarios for making decisions.