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.
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.
User1
GBNo email communication I've been using Drake Tax and Drake Payroll for a while now. The Software itself isn't bad but my issue is with IRS rejected filings. Drake wouldn't notify the tax preparer that a return has been rejected. Drake does receive the status update from the IRS but it won't send an email to the tax preparer to notify them as such. This software isn't cheap but it's basically useless in these type of situations. This causes so much grief to resolve the issues once discovered.
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.
Teddy The The Tax Man
GBBig Ups to Drake I don't know if anybody could have convinced me that 31 years after trying Drake Software, I'd STILL be using it, but that's the way it is. THIRTY-ONE YEARS, and over 20,000 tax returns!!!! And oh, the customer service? Drake's customer service has built an 'expect nothing less than the best' reputation, and the various surveys of tax professionals certainly attest to that. ...gotta go now. I'm about to solve yet another client's tax puzzle with the best tax software of all time. ...OF ALL TIME!!!