Jan Wilson
GBDrake Customer since 1985 and still going... We've been using Drake Software since 1985 and have always been very pleased with the accuracy, ease of use, and wonderful options given to us by the company. Support is great, and the company listens when we ask for additions or changes that help us in our business. The tax planner is such a helpful tool to help clients prepare for the next year or give them several scenarios for making decisions. Drake Software helps us provide a wonderful service for our clients at an affordable cost. Highly recommend!
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.
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.
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.
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