Have been with Drake Software since 1985 Have been with Drake Software since 1985. Through the years, they have continually improved and kept up with the changing tax laws and technology improvements. The tax software integrates with their Drake Portals for easy upload and download of documents to and from clients. Also, Drake Document Manager integrates seamlessly as well. Clients can sign tax returns digitally through the Portals as well for a paperless experience. I also use Drake Accounting for my write up and payroll clients. I can't see that I would change software, as their support has always gone above and beyond to solve any challenges I may encounter in the preparation of returns. I highly recommend anyone looking to give them a try.

Easy 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.

We 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.

Too many issues. I cant import data by uploading W2 or 1099 forms. Had an issue with Drake not allowing me to efile return I had already paid for, now that is fixed but I can no longer print anything. Drake acts like it is going thru the process of creating a pdf but nothing ever shows up. We think we will be using other software for TY2023

No email communication I've been using Drake Tax and Drake Payroll for a while now. The Software itself isn't bad but my issue is with IRS rejected filings. Drake wouldn't notify the tax preparer that a return has been rejected. Drake does receive the status update from the IRS but it won't send an email to the tax preparer to notify them as such. This software isn't cheap but it's basically useless in these type of situations. This causes so much grief to resolve the issues once discovered.