Drake Tax Software Reviews, Advantages, and Disadvantages

Drake Tax Software Reviews, Advantages, and Disadvantages 300 251 admin

Drake online tax software has been one of the most popular software products in the tax industry since the 1970s. Headquartered in Franklin, NC, Drake successfully gained a loyal client base, thanks to its multiple integrations that help tax businesses grow. In this article, we’ll go through everything you’d need to learn about Drake and what may make it a make it a great fit for your tax office.

Everything You’re Looking For
Drake features a robust, user-friendly, intuitive interface that has everything you’re looking for. Whether you’d like to work on individual returns, or business returns, or both; Drake will deliver. It also features a handful of integrations that help you grow your business such as accounting and managing payroll, accepting debit card payments, and more.
Drake Accounting: Managing Payroll and Financial Records
Drake Accounting is the software’s integration for managing financial records and payroll. It allows you to manage payroll and financial records via double-entry accounting. In our Drake professional tax software reviews, we found that, unlike other software products, it is simple, yet doesn’t cut down on accuracy, as some would expect.

GruntWorx: Save Time and Money
With the help of GruntWorx, you can spend your precious time working on more tax returns. GruntWorx is a service that helps you automate tedious and time-consuming tasks such as data entry and organizing documents. It’s a web-based portal, which means you can access it from any device with a supported web browser, upload your documents, choose the service, and let it do the work for you.

SecureFile Pro: Exchanging Documents Securely
SecureFile Pro is a web-based portal that can be used for exchanging documents securely and privately. Most serious tax software providers offer a communication medium for taxpayers and tax preparers to communicate, send documents and check return progress. While some would think it’s better as a web-based portal; most users think it’d be a lot more convenient if it were a mobile app, however, it still functions fine the way it is.

Drake E-Pay: Collecting Payments
Drake E-Pay is Drake’s integration for collecting payments. With Drake E-Pay, you can collect payments via debit and credit cards. Whether you’d like to charge your clients’ cards virtually or use a physical card reader; the integration will work perfectly either way.

Desktop vs Web-based
Drake comes in two versions; the desktop version, which runs on Windows PCs, and the Drake online tax preparation version, which you can run on any device with a supported web browser. Both handle most forms. However, the desktop version was designed to handle more complex returns.