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
Ben Tallman
GBI have been a Drake customer for over…20 years. I have been a Drake customer for over 20 years and could never see myself using a different tax software. They are intuitive, informative, affordable, and helpful. Their support staff is always available and they are able to solve 99% of the questions and concerns I might have. I would rate them 10 out of 10.
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.
Suzanne Hale
GBI've been using Drake since 2015 I've been using Drake since 2015. I find the product pretty solid. The support is great. The only weakness is in Ohio cities', which is found with all tax software. The changes just prior and during the 2022 filing season have been cumbersome. I am glad the different sign-ons have been consolidated but the instructions on the resulting screens are unhelpful.
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.