Avis clients sur Drake Tax

par Drake Software

Note moyenne

  • Note globale
    4.4/5
  • Facilité d'utilisation
    4.3/5
  • Service client
    4.6/5

En savoir plus sur Drake Tax

Accélérez le traitement et la préparation des déclarations fiscales grâce au suivi des processus en temps réel, à la planification de rendez-vous et aux outils de communication.

En savoir plus sur Drake Tax

27 avis affichés

Cece S.
Accountant
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 13/11/2018
Achol R.
it specialist
Logiciels, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 05/11/2018
Richard P.
Owner
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 05/03/2020

"Great tax product for the price"

Commentaires: Top quality tax program and phone/chat support. Best I have seen for a tax program even during tax season.

Avantages: This is a very good and well thought out professional tax program. Laid out in an easy way for professionals to navigate.

Inconvénients: The only word of warning the messenger in secure file pro does not have a live notification so you are not notified until the next days email.

  • Provenance de l'utilisateur 
  • Publié le 05/03/2020
Jeffrey H.
President
Comptabilité, Auto-entrepreneur
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    4/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    3/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • 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

  • Provenance de l'utilisateur 
  • Publié le 09/01/2020
Walter P.
Owner
Comptabilité, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    2/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    3/5
  • Support client
    1/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    0/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 11/04/2019
Leonardo F.
President
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 09/09/2019

"The Best Tax Softwere ever "

Commentaires: Like a good perfume !

Avantages: Excellent customer service
Beautiful people
Friendly Softwere
Cheap however better the CCH

Inconvénients: In my 7 years using this Softwere I have never found any Cons yet

  • Provenance de l'utilisateur 
  • Publié le 09/09/2019
Utilisateur vérifié
Branding Manager
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 19/02/2019
David L.
Owner
Comptabilité, Auto-entrepreneur
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 19/07/2019
James R.
Tax preparer
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 03/12/2019

"Great software "

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.

  • Provenance de l'utilisateur 
  • Publié le 03/12/2019
Devonna L.
Tax Specialist
Services financiers, 2-10 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    6/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 15/01/2020
Utilisateur vérifié
Staff Accountant
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • 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

  • Provenance de l'utilisateur 
  • Publié le 03/10/2018
Irmita T.
CSR
Santé, bien-être et fitness, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 02/11/2018

"Drake Tax"

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.

  • Provenance de l'utilisateur 
  • Publié le 02/11/2018
Utilisateur vérifié
Client Care Specialist
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 11/06/2018
Utilisateur vérifié
Tax Preparer
Comptabilité, 51-200 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 07/03/2019

"Excellent Tax Preparation Software"

Avantages: 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.

  • Provenance de l'utilisateur 
  • Publié le 07/03/2019
Tina T.
Owner
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 16/05/2019
Gina H.
Office Assistant
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    Sans note
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 07/01/2019
Emily P.
Tax Associate
Comptabilité, 51-200 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 27/08/2019
Rebecca C.
Owner
Comptabilité, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 03/10/2019
Latoya K.
Accountant
Comptabilité, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 16/10/2018
Utilisateur vérifié
President
Comptabilité, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    3/5
  • Facilité d'utilisation
    2/5
  • Fonctionnalités
    2/5
  • Support client
    1/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    0/10
  • Provenance de l'utilisateur 
  • Publié le 13/02/2019

"Unacceptable product"

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.

  • Provenance de l'utilisateur 
  • Publié le 13/02/2019
Caretta C.
Account Manager
Produits alimentaires, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • 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

  • Provenance de l'utilisateur 
  • Publié le 15/02/2019
Utilisateur vérifié
Freelance Writer and Translator
Internet, 201-500 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    3/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    3/5
  • Support client
    5/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    6/10
  • Provenance de l'utilisateur 
  • Publié le 24/10/2018

"Drake Tax "

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.

  • Provenance de l'utilisateur 
  • Publié le 24/10/2018
Lauren J.
CPA
Comptabilité, 2-10 employés
Temps d'utilisation du produit: Essai gratuit
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    3/5
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    6/10
  • Provenance de l'utilisateur 
  • Publié le 30/11/2018

"Efficient Software "

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.

  • Provenance de l'utilisateur 
  • Publié le 30/11/2018
Utilisateur vérifié
Senior Tax Analyst
Construction, 501-1 000 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    3/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    3/5
  • Support client
    5/5
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    3/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 04/12/2018
Utilisateur vérifié
Owner
Comptabilité, Auto-entrepreneur
Temps d'utilisation du produit: plus d'un an
  • Note globale
    3/5
  • Facilité d'utilisation
    3/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    3/5
  • Probabilité de recommander le produit
    6/10
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 27/01/2019