Publié le 13/11/2018
Best tax software on the market!
Avantages: Ease of use. GUI is fantastic. Robust enough to handle the most difficult returns yet simple enough to be efficient.
Inconvénients: Updates could be done on a more timely basis.
Publié le 05/11/2018
Drake is great !!
Avantages: Drake is software is really so easy to use, I been working on this software for about 2.5 years now, the most I like about it, is that all the tax forms are included, very easy to navigate around the software, in the calc window its shows you almost everything , if the return is eligible for E-filing, all the errors that need to be clear, the fees, the refund or the balance due, if there are any notes before E-filing it will show you so that you can go check that, I can even Email the returns to the taxpayer, I can use the signature pad, if the return got rejected for any reason it shows you exactly what's wrong, in order for you to resolve and resubmit , I can even set limited access to other tax preparers and adjust all that ... Drake is great, so recommended
Inconvénients: what I really need on the software to support the remote signature ,other than that all good.
Publié le 09/01/2020
Lot's of problems with converted files
Commentaires: So far, I'm worried that I'll have to manually do each return to be sure Drake is doing things correctly.
Avantages: At present, I'm worried. The customer service is prompt and very helpful.
Inconvénients: Can't see what the results for entries are without going through the steps to view the return, a waste of time and needless works. To many black boxes, can't find out where the numbers come from. Problems with MA wages for gov't employees and estimated tax payments can't be self computed or rounded no am I certain they can be e-filed. K-1 inputs should have the same entries as the K-1 forms. MA part-year resident returns are not properly prepared. Not as easy to use as the tax form filled programs
Publié le 03/12/2019
Commentaires: My overall experience with Drake tax is amazin and I recommend it highly
Avantages: Drake tax is a great software that is affordable and really easy to use. They have the best support for customers as well.
Inconvénients: With Drake tax there really is nothing bad to say. If there is a problem that arises they fix it asap.
Publié le 11/04/2019
NOT FOR TAX PROFESSIONALS
Avantages: Costs; easy to update yearly; efiling is accurate and timely.
Inconvénients: Tech support is hit or miss depending on what person you get. I have dealt with clearly untrained support reps throughout the years. If you are a tax professional with a substantial number of clients, I would NOT recommend this software. Drake will not work with you at all regarding the default selections and the program is very limited when it comes to customizing it for a larger practice. Even when we point out obvious coding errors, many of them are never corrected despite repeated calls and emails to their support. Every year they seem to get worse. They really do not seem to care about the concerns and feedback of their customers. The only reason we have not changed from Drake is the investment in time it takes to change platforms. Moving thousands of clients requires a substantial investment of time even with the conversion softwares provided by other platforms. Maybe that is why Drake seems to care less for the concerns of their customers.
Publié le 09/09/2019
The Best Tax Softwere ever
Commentaires: Like a good perfume !
Excellent customer service
Cheap however better the CCH
Inconvénients: In my 7 years using this Softwere I have never found any Cons yet
Publié le 19/02/2019
Amazing Customer Support
Commentaires: Great software overall. Occasionally there's bugs (on state and local) but those tend to be resolved quickly once Drake is notified
Avantages: If you ever get stuck on a complicated tax return their customer service line is always a great help. I've never had to wait more than 5 minuets on hold and they usually answer in under a minuet. There's options for you to send the tax return to the customer support specialist securely so they can look at exactly what you are. If the problem was especially complicated, they would get back within the week.
Inconvénients: The software looks a little dated. Switching between screens is not intuitive and the screens don't always match up with the forms on the tax returns. There's less accuracy on the state levels and even less on local.
Publié le 19/07/2019
Great Software for the Money
Avantages: I left my company to start my own tax practice and decided on Drake because of the what it could do for the cost. I was previously using UltraTax which is a great software but compared to price this made sense. It does everything I need it to but at a fraction of the cost. It's super easy to set up. UltraTax was better hands down with the exception of the tax projection in Drake. Drake's tax projection is better than UltraTax for individuals. Also, Drake's customer support is better in that I could get through to someone during tax season very quickly. I don't plan on switching tax software anytime in the near future.
Inconvénients: If filing a business in multiple states and then making sure the income on the personal is correctly allocated to each state was a pain. It's not to bad with a couple states but 5+ states plan on spending extra time just getting the software to do what you need it to do.
Publié le 16/05/2019
Income Tax Software Review
Commentaires: I have used Drake software for several years and have been very pleased with both the software and their customer support.
Avantages: Extremely user friendly, easy to navigate between screens and excellent customer support team.
Inconvénients: I do not have any complaints about the product.
Publié le 15/01/2020
Great software for beginners
Commentaires: My overall experience was ok, Drake Tax gets the job gone accurately.
Avantages: The ease of use during the first time. I like how easy it is to check clients refund status.
Inconvénients: Sometimes the customer service wait can be lengthy. Check printing process can also run a lot smoother. Clients will have acknowledgement what we would have there refund before the software updated us.
Publié le 03/10/2018
Drake Software Review
Commentaires: Drake tax for its value was one of the easiest tax softwares to navigate. It heightened efficiency and is great all around.
Avantages: The software itself is very easy to follow along with a tax return. Like things are located on each tab which allows for high efficiency. If there are any questions the customer support is very very helpful.
Inconvénients: Needs to update items that carryforoward a little better
Publié le 02/11/2018
Commentaires: I have used Drake Tax software for over 5 years now and I like how easy everything is. If I have any questions for the most part each tab has links that will take you directly to a video that explains it all.
Avantages: I like that I can merge clients information from the previous year.
Inconvénients: Having to add each state when setting up the software. All states should be added automatically.
Publié le 11/06/2018
Drake is user friendly and we highly recommend it to all tax professionals.
Commentaires: We are able to prepare tax returns for all of our clients using Drake.
Avantages: We love the ease of use and they have great customer service. Love that we can always call if we have any questions.
Inconvénients: There's nothing I can think of that we don't like. I've easily trained other co-workers to use it without a problem.
Publié le 07/03/2019
Excellent Tax Preparation Software
Extremely simple data entry with the option of choosing by form entry (W-2, 1099, etc) or by line tax forms.
Once information is entered (such as an employer EIN) the data is automatically pulled on future returns for other clients.
Inconvénients: Only lacking is some information from prior years' returns did not pull forward requiring diligence for returning clients to ensure all information was correct.
Publié le 07/01/2019
Drake Tax 2017
Avantages: Easy to navigate and use. All client information was saved and available in an easy to read format. Inputting information was quick and easy to save.
Inconvénients: Updating/rolling over to the new year. Took a couple minutes.
Publié le 27/08/2019
Easy to learn
Avantages: Easy to learn. My favorite feature is that they have video links embedded into the software to teach you quick tips. It also pairs so well with keystrokes. You can do most of what you need without touching your mouse and that can save so much time!
Inconvénients: I really like this software and I do not have any complaints about it.
Publié le 03/10/2019
So Far So Good- bye bye Taxwise
Commentaires: Customer service picks up on the second ring every time I call!! (and that is a bunch)
Avantages: The functionality of the software, and the fact that i can select what forms to print. NY forms are included!!
Inconvénients: So far the only thing I do not like is that I am still not a pro at it! I have to continue to look at the cheat sheet for shortcuts.
Publié le 16/10/2018
Best Tax Software
Commentaires: Being an Accounting service, this software helps during tax season and all year tax filings for our small business owners as well as individuals.
Avantages: Ease of use. Customer support team is awesome year after year. Affordable cost.
Inconvénients: If you enter a social security number incorrectly, you cannot change it. You have to buy another return which 100% sucks.
Publié le 13/02/2019
Commentaires: I wanted to lower my costs so I switched from the CS professional suite. The first year was extremely painful to change, and coming into my second year, I can't file returns because their product is not complete, and all the support team can offer is "that they are doing the best they can."
Avantages: It is cheap. Efile tracking is simple. The data entry is relatively straight forward.
Inconvénients: The support is terrible. It is hit or miss that you are going to get someone that actually can help you resolve your problem. For the 2018 tax season, as of mid-February there were still state forms "under development." Other software companies are able to file state and federal both, while Drake is delayed and still developing its product. State apportionment is a HUGE pain.
Publié le 15/02/2019
Drake Tax Software
Commentaires: Drake software helps filing tax returns super simple.
Avantages: This is the most simple tax software I have ever test drove. It allows you ease of access to only the forms you need prepare a tax return. You can go to the common forms and add on the forms that are associated with the tax return you are preparing. It is a awesome tax software that I would recommend to anyone doing taxes, especially for first time tax preparers.
Inconvénients: The software is so simple, I have not found any cons to using it at this time
Publié le 24/10/2018
Commentaires: Good experience. Not great, but not too bad after all.
Avantages: The software isn't hard to use, the user-interface looks fancy, and the customer support is great and responsive.
Inconvénients: The lack of support for external gadgets like scanners. in addition to that , it lacks remote access possibilities like remote-signatures, and mobile apps that taxpayers can use to submit their data to the tax-preparers without sending them any physical copies. The user interface isn't hard, however it needs to be simplified a little.
Publié le 30/11/2018
Avantages: Drake is a great software for smaller tax returns and smaller firms. It is perfectly adequate and is reasonably priced.
Inconvénients: This software is cost effective, but does lack some of the robust features you find in the bigger more expensive programs.
Publié le 04/12/2018
Drake is for beginners
Commentaires: Drake's ultimate appeal is the price. I would not use Drake if it was free. I use a more professional level software product that anticipates my needs as a tax professional.
Avantages: Drake has the best customer service in the tax business, and is the most affordable professional tax software on the market.
Inconvénients: It lacks a tremendous amount of features available in other tax software products. It lacks ease of use in every feature. The diagnostics are not user friendly, and are only designed to fix the most basic problems. Drake is not designed to help you along the process. It is best for a tax professional that knows exactly what result is expected. When it is wrong, you have to know exactly what to do. There is little guidance, which can lead the user to a wrong result. The printed forms do not look like a professional product.
Publié le 27/01/2019
Very Professional tax software with excellent customer support
Avantages: Drake Tax makes an excellent very professional easy to learn tax software that is designed for the bigger tax preparation business locations. I have used it liked it, loved customer support. Great for doing many individual returns each year and great for doing business returns. Drake stays up on tax changes.
Inconvénients: Cons: Drake pricing is higher than most tax softwares. It could be because they have probably the best customer care in the business when it is tax season and you are having a problem they help you fix it no matter what.
Publié le 06/12/2019
Great Tax Prep Software for General Practice
Commentaires: Drake was easy to use, and didn’t Nicole and dime you for extras like different state returns.
Avantages: I like the tips and hot links that help you make decisions about tax returns. Also there are many features that help with filings.
Inconvénients: Finding things can be a challenge sometimes until you get used to the software. The software makes some guesses about estimated payments etc that a new user may think was intentionally input. Accepting these green fields will result in inaccuracies in filings.