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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.

Drake Tax Software - 1

Du bist nicht sicher, ob Drake Tax das Richtige ist? Mit einer beliebten Alternative vergleichen

Drake Tax

Drake Tax

4,0 (94)
355,00 $
einmalig
Kostenlose Version
Kostenlose Testversion
18
Keine Integrationen gefunden
3,9 (94)
4,1 (94)
4,1 (94)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
129,00 €
Monat
Kostenlose Version
Kostenlose Testversion
199
44
4,6 (132)
4,6 (132)
4,6 (132)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über Drake Tax

Durchschnittliche Bewertung

Gesamt
4,0
Benutzerfreundlichkeit
3,9
Kundenservice
4,1
Funktionen
3,9
Preis-Leistungs-Verhältnis
4,1

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
54%
4
19%
3
10%
2
6%
1
11%
Wray
Wray
PRESIDENT in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best value for tax preparation software and you cannot beat the customer service

5,0 vor 3 Jahren

Kommentare: We love it. The people who say it is not a complete or accurate product are most likely just not as knowledgeable about tax preparation. We did some fairly complex returns to compare our previous software the Drake and Drake actually was more accurate than our former software. Drake does not however offer the same level of diagnostics and guidance for input as the other software. That is not a problem if you understand tax forms, but could be a challenge for someone who depends on the software to guide them.

Vorteile:

The price and customer service. The software works so much better than prior tax preparation options we have used and it is 1/2 to 1/3 the price.

Nachteile:

The software is not designed for inexperienced tax preparers. All of our staff are experienced preparers, but I would be hesitant to throw a new person into a complex return with Drake as it does not do much hand holding like many of the other more expensive platforms.

Kevin
Owner in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

E-Signature limitations

5,0 vor 9 Monaten

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.

Thomas
Owner in USA
Buchhaltung, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Drake is OK for the price but has flaws and the product support doesn't live up to prior reputation

3,0 vor 2 Jahren

Kommentare: I tried Drake tax because I received sales calls at least 4 days a week for over a year....so I figured I'd try the PPR version. I also tried it because Drake had a superior reputation for product/customer support (i.e., when something may not appear to report correctly, they respond and address it if so). That may have been true at some point, but I haven't found it so. As a new user, over the course of about 18 months, I contacted Drake maybe 5 times about an issue with either Drake Tax or Drake Portals. In most cases, the first point of contact didn't really understand the issue (which is OK). But, I hardly ever received any callback response from anyone who could respond to the issue (after being told I would). So, as far as I am concerned, Drake has no more support or concern about potential reporting issues than any other competitor (which is generally none). As long as that's the case, it seems better to go with a tax prep software that gets reporting right more often than not, such as Prosystem, Proconnect, or Ultratax if you can afford it.

Vorteile:

For the money, Drake Tax offers more value compared to competitors. It's certainly not the worst. If you can't afford a more robust solution like Ultratax, Prosystem, or Lacerte, and you don't do terribly complex returns, Drake is a reasonable choice, and the Drake portal integration is pretty serviceable. The asset manager in Drake Tax is one of the best I've used, and handles group/bulk sales quite nicely. The built in integration with a document manager which automatically creates client folder structures when a new client is added is also handy.

Nachteile:

Allocating things between states in Drake can be cumbersome, making you create a separate tab for each state rather than allocating in a grid, etc. Certain things do not flow correctly to the return without substantial preparer oversight or adjustment. State specific codes or items, vacation home loss carryovers, QBI reporting, PY basis losses reporting on Sch E among others. Product/Customer support has historically had a good reputation, but I've certainly found the opposite to be true. I've found no more concern for product support and customer inquiries than any other platform, which takes away a big reason for considering Drake in the first place.

Maribeth
Income Tax Return Preparation Coordinator in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A fantastic tax return prep program.

5,0 vor 3 Monaten

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.

Gavin
CPA in USA
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great value for smaller firms

4,0 vor 2 Jahren

Kommentare: Overall we have been happy with Drake for several years now. We looked at some alternatives this summer in response to the issues our clients had with the esignature process but ultimately determined Drake was still the right fit and we found another solution for the esignatures.

Vorteile:

Drake is a very affordable tax preparation software that doesn't nickel and dime you for every feature. Most other software charges you extra for additional states. Drake runs quickly and covers our needs for tax preparation.

Nachteile:

The biggest drawback for Drake is the esignature process through Drake Portals. The system is not user friendly and many of our clients had difficulty completing the process or didn't receive clear communication once they did complete it that they were done.