Drake user for 30+ years. Great when owned by Drake family, gone downhill somewhat after buy out. Program froze up a lot this year, telephone help is mostly useless, voice mail from hell is time con... Toon meer
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The customer service has fallen off a cliff since the sale a couple years ago. It went from a LIVE PERSON answering the phone call (before the 3rd ring usually) to the standard automated phone tree t... Toon meer
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There were too many bugs this year. Forms with wrong calculations that were not fixed, workarounds that were not labelled correctly, crashes, and support that, while polite, were frequently unable t... Toon meer
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I've been using Lacerte and Ultra Tax in all my CPA career as a partner of a local firm. It is not until I left the firm and on my own and downsized my clientele I was recommended from some peers with... Toon meer
Bedrijfsgegevens
Geschreven door het bedrijf
Established in 1977, Drake Software® empowers more than 70,000 tax professionals nationwide with a trusted ecosystem of technology-driven solutions. Our mission is simple: Deliver reliable, efficient, and secure tools that streamline tax preparation, accounting, and client services. Drake Workflow™ is our integrated workflow automation solution, connecting our tools and products with real-time tracking, status updates, and built-in urgency alerts. Preparers save time and reduce risk with secure electronic signatures via Drake E-Sign™, while integrated payments through Drake Pay™ help expedite fast deposits — typically within two business days — via credit, debit, ACH, Pay-by-Refund, and contactless options. Our accounting and payroll solutions in Drake Accounting® simplify bookkeeping, payroll, and financial reporting, while secure client portals through Drake Portals® provide a convenient way to exchange sensitive tax documents. Flexible, web-based tax preparation via Drake Tax Online™ makes it possible to work anywhere with confidence — supported by trusted compliance, customizable workflows, and modern security. From tax and accounting to payroll and payments, Drake Software delivers end-to-end solutions built on decades of experience and innovation. Ready to experience the difference trusted technology makes? Download a free trial of Drake Tax® today and join thousands of professionals who rely on Drake Software every tax season.
Drake Software
Geschreven door het bedrijf
- Helping tax professionals prepare for filing season and beyond.
- Year after year, Drake Software is recognized for reliability, customer support, and product value. You can take advantage of dependable e-filing and innovative software solutions with our early season discounts! Curious about Drake Software? Our dedicated sales team travels nationwide from April thru November, demonstrating the streamlined process and functionality. Also, they’re available to answer questions. If you want to stay on top of the latest IRS news and business strategies for tax preparers, be sure and follow our Taxing Subjects blog. We aggregate the latest tax industry and IRS news, cover industry software and technology, provide downloadable resources, and outline business strategies employed by successful preparers. TaxingSubjects® is published and distributed by Drake Software and located at https://www.drakesoftware.com/blog.
Contactgegevens
111 Technology Drive, 28734, Franklin, Verenigde Staten
- 828.524.8020
- drakesoftware.com
3,3
Gemiddeld
383 reviews
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Old user, First time administrator
I have used the software for over ten years but then transitioned to my own practice this year. I can’t imagine doing something like this with unfamiliar software. Drakes integrations like portals, pay, and the tax book were extremely helpful and productive. Drake portals is almost like having your very own front office. It keeps communications organized and the ease of importing tax documents can’t be beat.
26 januari 2026
Review zonder uitnodiging
Antwoord van Drake Software
Thank you for sharing your experience, Peter, and congratulations on starting your own practice.
We’re glad to hear the integrations like the portal, payments, and tax book have been helpful in building your workflow. Having tools like the portal keep communication organized and make document collection easier can really feel like having that extra support in place.
We have used DrakeSoftware for 16…
We have used DrakeSoftware for 16 consecutive years.
data entry, calculate and view mode is a simple process and search function for forms and the F1 key for assistance is highly useful. Printing of returns and checks is also very streamlined. I have considered other tax softare and have used Taxwise among other but even with a few minor glitches, Drake tend to respond to change requests.
17 april 2026
Review zonder uitnodiging
Antwoord van Drake Software
Thank you for sharing your experience, Tony, and for your 16 years with Drake.
We’re glad to hear that the data entry process, form search, and tools like the F1 help key have made your workflow straightforward, along with streamlined printing. It’s also great to know that, even when small issues come up, you’ve seen responsiveness to change requests over time.
I would not use any other program besides DRAKE
I would not use any other program. It is well put together. My favorite thing is that, if you make a mistake, the program either corrects it or tell you that you made a mistake and tells you where it is.
My second favorite thing is that Drake has wonderful people answering the phone when you call for help and they ALWAYS know the answers.
17 april 2026
Review zonder uitnodiging
Antwoord van Drake Software
Thank you for sharing your experience, Jacqueline. We’re glad to hear how much you value the way the program helps catch and point out mistakes. That kind of guidance can make a big difference when you’re working through returns.
It’s also great to know your interactions with support have been consistently helpful when you’ve needed them. That level of confidence can really support your day-to-day work.
I have used Drake Tax Software for 10…
I have used Drake Tax Software for 10 years. The software is very well designed to recognize and handle virtually every tax situation. Entry is easy and straightforward and entry data , once entered, is populated into every other related schedule.
The best part of Drake is that their personnel can answer every question, no matter how unusual. The only wait times I have ever experienced are on 4/14 and 4/15 and then the wait time is less than 5 minutes
17 april 2026
Review zonder uitnodiging
Antwoord van Drake Software
Thank you for taking the time to share this, Harry, and for your 10 years with Drake.
We’re glad to hear how well the software handles a wide range of tax situations and that the straightforward data entry and automatic population across schedules have made your work more efficient. That kind of consistency can really streamline the process.
It’s also great to know support has been reliable when you’ve needed it, even during the busiest days of the season.
Inexperienced Support and Declining Software Quality Amid Rising Costs
Technical support lacked experience. Even seasoned tax preparers had to rely on Facebook groups to obtain competent software guidance. Drake’s in-house support was not adequately equipped to resolve technical issues, and access to knowledgeable backroom specialists was effectively nonexistent.
15 april 2026
Review zonder uitnodiging
Antwoord van Drake Software
Thank you for sharing your feedback, Greg. We’re sorry to hear that your experience with support and the software hasn’t met your expectations.
We understand how important it is to have knowledgeable, reliable support when you’re working through complex tax scenarios. Needing to look outside of our team for answers and feeling like issues aren’t being fully resolved is understandably frustrating, especially for experienced preparers.
We’d appreciate the chance to learn more about the specific challenges you’ve encountered and connect you with the right resources. Please reach out to our support team at (828) 524-8020 or email Support@DrakeSoftware.com so we can review your concerns and work toward a better experience.
Thank you again for your feedback.
I have been a tax professional for over…40 years
I have been a tax professional for over 40 years. I have graduated from several software packages over the years. Finally I have found a software application that is at least 85% able to handle the hundreds of personal and business returns that I prepare. I wil stay with Drake software as long as I am engaged in the business of tax preparation and client support.
14 april 2026
Review zonder uitnodiging
Antwoord van Drake Software
Thank you for sharing your experience, Donald, and for your 40 years in the profession.
We’re glad to hear the software has been able to support such a wide range of personal and business returns in your work. That level of coverage can make a real difference in managing a diverse client base, and we appreciate your continued trust in Drake.
I used Drake Software for 13 years now
I used Drake Software for 13 years now. I had heard that UltraTax was so much better. So i switched for the 2025 tax season. What a mistake! By mid-February, I paid fort he Drake subscription and went back. UltraTax almost destroyed my tax practice. Using another tax program made me realize how good I had it with Drake. They also have the best customer service hands down. When I call, they answer right away. I only had to wait a few minutes one time at the peak of tax season. They always resolve my issue. With UltraTax, I ALWAYS resolved my issue while I was talking to their customer service. Their customer service reps had no clue how to use UltraTax or how to resolve issues. They were totally useless. You can't go wrong with Drake. Outstanding tax program allowing me to process and submit tax returns efficiently and accurately. With the other program, I spent most of my time searching and Googling where to find the screen I needed to enter date rather than actually entering the data. You will never go wrong with Drake Software.
17 april 2026
Review zonder uitnodiging
Antwoord van Drake Software
Thank you for taking the time to share this, Bill, and for your 13 years with Drake.
We’re glad to hear the transition back felt like the right move for your practice and that the workflow, efficiency, and accuracy have supported your day-to-day work. That kind of reliability can make a big difference, especially during a busy season. It’s also great to know your experience with support has been responsive and helpful when you’ve needed it.
Do not buy this software.
If 0 was an option, I would choose 0.
My very first tax season. Purchased DTO and immediately couldn’t start filing because they couldn’t get 2024 uploaded to my account. Weeks pass by after me calling every day to get this fixed… we are now outside the refund window. They finally get it figured out and there’s no refund showing when there should be for a simple return. I call support and they openly admitted that they are new to online and have no experience and that I’ll have to wait for a call back from someone else. Days go by and no response so I bought Lacerte and they got the job done. I called for a refund after all of this and they told me that the refund window had passed. Horrible software and customer service. I am completely mortified and wouldn’t wish this experience on anyone.
23 februari 2026
Review zonder uitnodiging
Antwoord van Drake Software
Thank you for taking the time to share your experience, Bree. We’re very sorry to hear how your first tax season with Drake unfolded.
We understand how frustrating it must have been to face delays getting your account set up, especially during a time-sensitive period, and then not receive the support or follow-up you needed. That’s a difficult situation, particularly when it affects your ability to file and serve your clients with confidence.
We’d like the opportunity to review what happened, including the setup delay and your refund request. Please reach out to our team at (828) 524-8020 or email Support@DrakeSoftware.com so we can take a closer look and work toward a resolution.
Your feedback is important and helps us improve both our software and support experience.
I've used Drake for what seems decades
I've used Drake for what seems decades. It used to be great. Here I sit at 9:30 pm on April 15 having waited almost an hour for a tech support callback. I'm losing business because I have to tell my clients support sucks. The program has many issues where it just doesn't work. I'll be switching to something else next year, I can't live with Drake any longer.
15 april 2026
Review zonder uitnodiging
Antwoord van Drake Software
Thanks for taking the time to share this, Terrence.
I’m really sorry to hear about the long wait for a callback, especially at such a critical time on April 15. We understand how important timely support is during peak deadlines, and it’s frustrating to feel like the software and support aren’t there when you need them. Losing time with clients because of that is not the experience we want for you.
We’d like to help make this right. Please reach out to our support team directly at (828) 524-8020 or email Support@DrakeSoftware.com so we can look into what happened and address the issues you’ve been running into with the program. If you prefer, you can also use our Knowledge Base for immediate troubleshooting help: https://kb.drakesoftware.com/kb/Drake-Home.htm
We appreciate your many years with Drake and the honest feedback. It helps us see where we need to improve and better support you moving forward.
"DO NOT USE DRAKE SOFTWARE
"DO NOT USE DRAKE SOFTWARE. My business has been completely down since April 1, 2026, due to their incompetence. Support is unreachable, and they refuse to let you speak to a manager or escalation team. They claim they will email a manager to call you back, but they never do. They simply do not care if your business fails. Total lack of support."
1 april 2026
Review zonder uitnodiging
Antwoord van Drake Software
Thanks for taking the time to share this, Anchy. I’m really sorry to hear how disruptive this has been for your business, especially being down since April 1 and not getting the follow-up you were expecting. I understand how critical it is to be able to reach support and get timely answers.
We want to make sure this gets the attention it deserves. Please reach out to our support team directly at (828) 524-8020 or email Support@DrakeSoftware.com so we can look into your situation and help move this forward. If you’ve already tried contacting us, we’d still encourage you to reach out again so we can make sure your case is properly escalated.
Your experience matters, and we’d like the opportunity to help get things back on track.
Major issues in 2025
Drake has been great in previous years but 2025 has been a disaster. It is unbearably slow and freezes often when set up as a network. I have the exact same set up as prior years but this year has major issues. I've wasted hours on the phone with support and they pass responsibility to an IT professional or blame it on windows. I am seriously considering transitioning to a new software because of the issues and the lack of help from Drake. I feel like Drake is legacy software held together with coding held together by band-aids that the update to windows 11 has major conflicts with the programming.
2 april 2026
Antwoord van Drake Software
Thanks for taking the time to share this, Michael.
I’m really sorry to hear how frustrating this year has been, especially with the slow performance, freezing in your network setup, and the time you’ve already spent trying to get help. I understand how disruptive that is during your workflow, and it’s not the experience you expect based on prior years.
We’d like to take another look at this with you and make sure you get the support you need. If you’re open to it, please reach out to our team at (828) 524-8020 or email Support@DrakeSoftware.com so we can dig deeper into your setup and work toward a resolution.
Your feedback matters, and we appreciate you being candid about your experience.
Very disappointing experiences with Drake Software
I have been using Drake Software for many years now. And it's always been a pleasant experience. Customer service was excellent. And even the managers would get on the phone to help if things were more complex. However, this is NO LONGER the Drake Software of years past. For the past couple of years after the buyout, everything started slowly changing. Customer Service now is Terrible. The representatives that you get on the phone are barely trained. They don't know how to diagnose a problem. They don't even know how to trouble shoot properly. And if you ask for a manager or lead person, they tell you that someone will call you back. Well the call NEVER COMES -just empty promises!! The software now is doing some crazy things and I cannot get help. The service and product have gone downhill FAST. I am shocked! I will not be with Drake next year.
14 maart 2026
Review zonder uitnodiging
Antwoord van Drake Software
Thank you for taking the time to share this, Lisa. I’m really sorry to hear how frustrating this experience has been—especially after many years of positive interactions with our support team. Not being able to get clear help, follow-up, or reliable performance is understandably disappointing.
What you described around long wait times, lack of troubleshooting, and missed callbacks is not the experience we want for you, and we take that seriously. We’d like the opportunity to look into what’s been happening and get you the support you need.
Please reach out to our team directly so we can escalate this for you:
* Phone: (828) 524-8020
* Email: Support@DrakeSoftware.com
If you prefer, you can also reference specific issues through our Knowledge Base to help guide troubleshooting: https://kb.drakesoftware.com/kb/Drake-Home.htm
We appreciate your feedback—it highlights where we need to improve, and we’d truly like the chance to make this right.
Antwoord van Drake Software
Thanks for taking the time to share this, Verlisa.
I’m sorry to hear your tax files weren’t uploaded correctly. I understand how concerning that is when you’re expecting everything to be in the right place and accessible.
We’d like to help get this sorted out quickly. Please reach out to our support team at (828) 524-8020 or email Support@DrakeSoftware.com so we can look into what happened and help ensure your files are uploaded properly.
We appreciate you bringing this to our attention.
Loving Workflows
Loving Workflows, keeps us on track and allows staff to see where in the process things are when clients call to ask, without having to bother everyone in tax.
BUT, when we e-filed extensions, it moved all of the returns to "e-file accepted" which is imprecise. There should be an Extension Accepted that it automatically moves to, so people don't think we've e-filed returns that are not complete. This will cause confusion, especially with non-tax staff responding.
26 maart 2026
Antwoord van Drake Software
Thanks for taking the time to share this, Benjamin.
I’m glad to hear Workflows is helping your team stay on track and giving your staff better visibility when clients call in. That kind of clarity can make a real difference during busy periods.
I also understand the concern with extensions being marked as “e-file accepted.” I can see how that could create confusion, especially for non-tax staff who rely on those statuses to communicate accurately.
We’d like to take a closer look at this with you and make sure your team has the clarity it needs. Please reach out to our support team at (828) 524-8020 or email Support@DrakeSoftware.com
so we can review your setup and share any available options or next steps.
i log into secure file pro and am…
i log into secure file pro and am forced to go to drake portals, then i can't open the files. stop forcing me
26 maart 2026
Antwoord van Drake Software
Thanks for taking the time to share this, Roberto.
I’m sorry for the frustration with being redirected from SecureFilePro to Drake Portals and then not being able to open your files. I understand how disruptive that is when you’re trying to get your work done.
We’d like to help get this resolved for you. Please reach out to our support team at (828) 524-8020 or email Support@DrakeSoftware.com
so we can look into what’s happening in your account and walk you through a fix.
We appreciate you bringing this to our attention and want to make sure you can access your files without the extra hassle.
It would be very helpful if the menu on…
It would be very helpful if the menu on the right would be collapsible to get to use the full screen for the workflow. Please and thanks
26 maart 2026
Antwoord van Drake Software
Thanks for taking the time to share this with us, Eddie. We appreciate the thoughtful suggestion. Having the option to collapse the right-side menu and use more of the screen for your workflow could make a real difference day to day. We'll take this comment back to our product team!
i want to ask for guidance on how to…
i want to ask for guidance on how to enter a foreign exchange student and no search brings any guidance.
The home page is too busy with stuff already done. Don't need that.
25 maart 2026
Antwoord van Drake Software
Thanks for taking the time to share this, Daniel.
I’m sorry you weren’t able to find guidance on entering a foreign exchange student and that the homepage felt cluttered with information you don’t need. I understand how frustrating that is when you’re just trying to get a clear answer quickly.
We’d like to help point you in the right direction and make this easier. You can reach our support team at (828) 524-8020 or email Support@DrakeSoftware.com, and they can walk you through the correct steps or direct you to the right resource. You can also search our Knowledge Base here: https://kb.drakesoftware.com/kb/Drake-Home.htm for more targeted guidance.
We appreciate you calling this out and want to make sure you’re able to find what you need without the extra noise.
Co-dependent No More
You continue to build a very co-dependent world and force us to suffer the choices you make on our behalf. We are certain - if we could actually have a conversation with someone at Drake - that we would be told the reasons you make these choices is "for your [our] convience. But we are rarely find these choices convenient for us. Yet there is no way to changes them. So we continue to suffer in this co-dependent relationship.
Examples -
> Where the dashboard lands when logging into our Drake world - we hate it and want a different landing page for many, many reasons but find no ability to alter or change where we land
> Where we land in Drake Portals with the CLIENTS tab automatically loaded and open. Almost never (98% of the time) is that our starting point when we log into DP but yet we are forced to start there - with CLIENTS open, for some arbritary and capricious reason you have forced on us, 'for our convenience.'
Other examples abound but those are the two we encounter a million times a day where we spend precious time - especially during tax crunch time - having to undo the things foisted upon us.
We have long considered this practice by Drake to be a calous disregard to respecting us and our time. We also consider it abusive and unhealthy considering the co-dependent aspect of these choices which we have no power over.
24 maart 2026
Antwoord van Drake Software
Thanks for sharing this feedback.
I’m sorry for the frustration around the dashboard landing page and how Drake Portals opens by default. I understand how having to reset your workspace over and over, especially during busy periods, can feel like lost time and a lack of control.
Your point about wanting more flexibility in how the software behaves is clear, and it’s something we want to better understand. Our team can walk through your setup and capture this feedback directly for review. Please reach out to us at (828) 524-8020 or email Support@DrakeSoftware.com so we can assist and make sure your concerns are heard.
We appreciate you taking the time to explain your experience.
In the Hub there should be a place for…
In the Hub there should be a place for the spouse email and phone number. Also more columns for the Work Flow
24 maart 2026
Antwoord van Drake Software
Thanks for taking the time to share this, Blake.
I understand how having a place for a spouse’s email and phone number, along with more workflow columns, would make things easier to manage day to day.
We’d like to make sure this feedback gets in front of the right team and also see if there are any current options that could help. Please reach out to us at (828) 524-8020 or email Support@DrakeSoftware.com so we can review this with you.
We appreciate you sharing these suggestions.
Just started a trial
Just started a trial. So many companies offering things like this and I find functionality is poor across the board. This is the best I have tried so far. Good visually. Good startup emails for the client. Good checklists and questionnaires. A lot better than some other portals. However, in profile, no support for foreign address. SSN input title should be SSN/ITIN. I have resident alien clients and expat clients.
Also, onboarding requires me to enter client SSN. Just require a pin code that I give to the client for secure first sign-in. The point of the portal is to collect sensitive info securely and SSN is the most sensitive. The workflow requires me to collect it first, outside the portal. Nope. I am using a workaround right now by entering a fake ssn for sign on and providing last four to client.
24 maart 2026
Antwoord van Drake Software
Thanks for taking the time to share this, Isaac.
I’m glad to hear the visual experience, client emails, and checklists have been working well for you. I understand your concerns around foreign address support, SSN/ITIN labeling, and especially the onboarding flow requiring SSNs upfront. That’s a sensitive area, and your workaround highlights the gap you’re running into.
We’d like to take a closer look at your setup and share any available options, as well as pass your feedback to our product team. Please reach out to us at (828) 524-8020 or email Support@DrakeSoftware.com so we can help.
We appreciate the detailed feedback. It’s helpful as we continue improving the experience.
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