Drake Tax Review: Is It The Right Accounting Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
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Quickbooks
Xero
Paychex Flex
GustoOverview
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What is Drake Tax?
Drake Tax is professional-grade tax preparation software designed for CPAs, enrolled agents, and tax preparation firms of all sizes. Founded in 1977 and headquartered in Franklin, NC, Drake serves over 70,000 tax professionals who process more than 36 million returns annually. The software covers all federal and state return types — individual (1040), business (1065, 1120, 1120S, 1041, 990), estate (706), and gift tax (709) — without add-on modules for multi-state filings. Available as a Windows desktop installation and a cloud-based online platform, Drake gives firms the flexibility to work the way they prefer. Key differentiators include flat-rate unlimited pricing, LookBack and LinkBack tools for prior-year data reference, 4,300+ tax forms, and hundreds of built-in accuracy diagnostics. The Drake ecosystem extends to Drake Portals for secure client file exchange, Drake Workflow for return tracking, Drake E-Sign for digital signatures, Drake Pay for payment processing, and Drake Accounting for bookkeeping and payroll. Consistently rated highest in independent CPA software surveys for ease of use and value.
Best For
Suited for solo users, small teams, SMBs, and enterprise
Platform
Web-based — no mobile app
Installed - Windows
Drake Tax was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Drake Tax
- Team types
- Small Business, Medium Business
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What are the features of Drake Tax?
A client portal is a software that allows your company to share digital files, information, and services with customers. For example, it wil…
A digital signature is a mathematical approach for ensuring the integrity and validity of a message, software, or digital document. It's a d…
Regulatory compliance is a software feature that helps companies verify that their business processes and operations follow applicable laws,…
Scenario planning is a crucial feature of demand planning software that enables businesses to model and analyze multiple potential future si…
Alternatives to Drake Tax
Recommended
Streamline your finances with ease.
9.2
Excellent
Drake Tax Integrations
Drake Tax Support Options
Frequently Asked Questions About Drake Tax
Common questions buyers ask before choosing Drake Tax.
Drake Tax is a Accounting Software. Drake Tax offers Digital Signature, Scenario Planning, Client Portal and many more functionalities.
Some top alternatives to Drake Tax includes Xero and undefined.
Drake Tax offers Subscription, One-time License pricing models
Yes, Drake Tax can integrate with Quickbooks, Xero, Paychex Flex, Gusto and many more.You can find more integration for Drake Tax here
The starting price is not disclosed by Drake Tax. You can visit Drake Tax pricing page to get the latest pricing.
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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