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Drake Tax
Was ist Drake Tax?
Beschleunige die Verarbeitung und Vorbereitung von Steuererklärungen mit Echtzeit-Prozessverfolgung, Terminplanung und Kommunikationstools.
Wer verwendet Drake Tax?
Steuerprofis und Unternehmen, die ihre Steuererklärung einreichen möchten.
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Drake Tax
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Bewertungen über Drake Tax
1st year user
Kommentare: This is my first year with Drake and it is very functional for the cost. Drake is constantly improving and listens to their clients.
Vorteile:
Drake has myriad training avenues and has provided for solid tax planning opportunities.
Nachteile:
Some of the functionality is clunky. There are fields that could auto-populate from demographics that do not. This requires repeat entries.
A fantastic tax return prep program.
Kommentare: Drake makes it easy for our staff, at any level, to do their job with confidence. With its built in error messages and data validation features it is a great program.
Vorteile:
Drake helps us optimize the time spent on each return because the built in compliance features and warnings gives us confidence that we are thorough with each return. The Gruntworx feature is a game changer, allowing us to minimize data entry needs.
Nachteile:
My only issue is with the updates process. Obviously, real time changes make them necessary, however I am often the first person in and when I access Drake it requires all users are logged out. Because we are a small office it is easy enough to do but I can't imagine how that would affect a larger firm.
WORSE CUSTOMER SERVICES EVER
Kommentare: Very disappointed in customer service and the person [sensitive content hidden] responsible to change my email address.
Vorteile:
I like the software and its functions. One of the best software in the market.
Nachteile:
I have been calling Drake for over year now to change my email to be able access my Drake online account but no answer till today. I couldn't even login to renew my 2023 tax software and use my rights networks.
In Betracht gezogene Alternativen:
Covid recovery
Kommentare: Excellent. However, customer service has gone downhill since [sensitive content hidden] sold the company.
Vorteile:
Cost
Nachteile:
Inability to copy basic client data back to a prior year
In Betracht gezogene Alternativen:
E-Signature limitations
Kommentare: Drake is continually improving their product and that is an important goal. The price of an annual subscription isn't cheap but there is entrance pricing for new offices. Drake Tax Software is in my opinion so much better than many other high priced solutions. The customer service is simply great.
Vorteile:
Great customer service, fairly easy to use and administer, diagnostic feedback and information is very helpful. Portals allows me to work with my remote clients efficiently but there are some key limitations.
Nachteile:
Portals remote e-signature is very helpful in most cases. However, in the case were the surviving spouse needs to sign in both places Portals falls down. It will not allow the surviving spouse to sign the return despite have death certificate and letter of testamentary. That is ridiculous and mind-numbingly stupid.
