Tony P
GBDrake is overall a great tax product Drake is overall a great tax product. Easy to use and proforma prior year data for use with the current year return. This year the QBI section for K-1's seemed to give our preparers a little more trouble with it being listed separately from each K-1. Would like to see options to link 1099-NEC's/MISC directly from the Schedule's C, E and F to make sure preparers utilize those forms (like the 99G and PATR on Schedule F). With this difficult year of changes and all that the programmers had to deal with, Drake was great on getting the software updated timely and working to keep up with our ever changing government regulations
Steven Rhodes
GBDan at Drake top of the line in the… Dan at Drake top of the line in the rude category. Had Drake software for 35 years and Dan has guaranteed I will find a new software company. They were the best for 30 years. The last few years they have been declining and Dan has now moved Drake to the rude category in service. A footnote Rude Dan a supervisor in the customer service area told me NOT to contact them as they would solve the software problem that was causing me 2X the work when they got around to it and I was unreasonable to believe that my desire for some kind of time frame as to when my extra work load might end wasn't anything he cared about. I also take from that, that Drake doesn't care much either.
DanJeter
GB32 years and counting Our company has used Drake Software since 1991—32 years. We have never been disappointed with Drake. As a result of their quality service, Drake has never given us a reason to look at another vendor. Because of their network of skilled tax professionals and their long term involvement in the industry, Drake is forward thinking with their product innovations and enhancements. Drake seems to know what we need to be successful even before we know it ourselves. Having many long time employees, a family atmosphere has developed between Drake Software and our offices. We value this relationship and appreciate that Drake has played in whatever success we have enjoyed.
Gary
GBHave been with Drake Software since 1985 Have been with Drake Software since 1985. Through the years, they have continually improved and kept up with the changing tax laws and technology improvements. The tax software integrates with their Drake Portals for easy upload and download of documents to and from clients. Also, Drake Document Manager integrates seamlessly as well. Clients can sign tax returns digitally through the Portals as well for a paperless experience. I also use Drake Accounting for my write up and payroll clients. I can't see that I would change software, as their support has always gone above and beyond to solve any challenges I may encounter in the preparation of returns. I highly recommend anyone looking to give them a try.
Gary Rodgers
GBWe appreciate the software team We appreciate the software team. In particular the telephone support team is quick, efficient, personable, and easy to engage in meaningful conversation. They come up with solutions and show their thorough knowledge by doing it quickly. A couple things that would be good: 1. A single button to quickly print the Engagement Letter from the list of returns. 2. Consistent placement of the PRNT and Notes screens across return types. Put them all in miscellaneous or whereever.