Drake Tax Software

Drake Professional Tax Software

has maintained a reputable position in the professional tax preparation industry for several years. The company was established in 1977, with its headquarters in Franklin, North Carolina.

In our Drake tax software review

, we found that Drake has proven to consistently provide the functional tools needed for tax professionals to successfully run their tax businesses with minor areas for potential improvement. We highlighted some of Drake’s popular features below.

Drake Professional Tax Software – Noteworthy Features

Drake Professional Software

Drake meets the needs of professional tax preparers

in furnishing advanced & useful tools such as the Drake Accounting application.  Drake Accounting is an Accounting/Payroll application that

Drake has optimized to be its latest and most advanced in computer technology.

 This relatively new application assists tax professionals in the management of basic client financial records via double-entry accounting. There are a range of useful modules to this application that Drake claims to be aimed at accuracy, simplicity and speed.

Drake Professional Tax Software

GruntWorx is another timesaving feature that is

integrated with Drake Professional Tax Software.

GruntWorx can handle most of a tax office’s document organization and data entry, freeing tax professionals from time wasted on a clearly tedious task.  In terms of time saved and simplicity, GruntWorx is a valuable feature that tax professionals may find worthwhile.

Drake Accounting

SecureFile Pro is a file sharing web portal aimed at simplifying the file exchanging between client and preparer.  Although it is not a smartphone or tablet app, the feature is useful and functional. By simply uploading PDFs through the portal to be accessed at the convenience of their clients, tax professionals can conveniently spend much less time managing paperwork and more time building their business.

Drake tax

Drake E-Pay allows tax professionals to collect payment for their services via client credit/debit cards.  With this integration, tax preparers need only to click the e-Pay icon located conveniently in the Drake Professional Tax Software toolbar to process any payments.  No credit card reader is required, although some tax offices may choose to use one.  

To conclude our Drake tax software review

, we find that Drake should consider adding more useful features such as smartphone/tablet apps as an upgrade to the currently outdated web portal.  Although they do a good job at keeping the functionality of these features simple, a bit more current and user-friendly technology goes a long way for tax professionals and their clients alike.  Despite these slight areas of potential improvement, Drake has surely earned the right to be positioned in on our 2018 list of the best professional tax software

Drake Desk & Web-based Features

Desktop

  • All federal and state business income tax returns.
  • Converts your old files into your new software.
  • Client Write-Up accounting package with modules for 94X series forms, payroll, bookkeeping, accounts payable and receivable.
  • Joint vs. Separate Report – compare filing statuses.

Web-based

  • Allows you to manage all of your offices from anywhere with online access.
  • Step-by-Step Interview Method or the Forms Method.
  • Zero install, zero updates, and zero backups.
  • Includes as many State and Federal returns as you need, as well as e-filing, printing, and long-term online storage.









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