Drake Tax: The Ultimate Tax Preparation Software
Drake Tax is a robust and efficient tax preparation software that has been trusted by tax professionals since 1977. With over 77,000 users relying on its powerful features, Drake Tax streamlines your workflow, allowing you to focus on what truly matters—serving your clients and growing your practice.
Key Features of Drake Tax
Instant Calculation Results
Accelerate your tax preparation process with instant access to calculation results and full return views. This feature ensures that you can provide timely services to your clients without the hassle of waiting.
Uncompromising Accuracy
Prepare with confidence knowing that Drake Tax runs hundreds of return diagnostics and validation rules to help ensure accuracy. This means fewer errors and more satisfied clients.
Dynamic Auto-Fill
Save time with automatic access to the EIN database, which dynamically completes business information on Forms W-2, W2G, 1099, and more. This feature is a game-changer for tax preparers looking to enhance efficiency.
Comprehensive Data Management
Easily import electronic Forms W-2, investment transactions, Schedules K-1, end-of-year balances, and trial balance data. This comprehensive data management system simplifies the tax preparation process significantly.
Multi-State Returns
Generate any state return you need without additional add-on modules. This flexibility is particularly beneficial for tax professionals who handle clients in multiple states.
LookBack and LinkBacks
Easily access prior-year data and track calculated results back to their sources. This feature allows for thorough reviews and ensures that nothing is overlooked.
Intuitive Planning Tools
Utilize the Drake Tax Planner to analyze various tax scenarios and compare filing options for optimal results. This tool helps you provide the best advice to your clients.
Detailed Calculation Results
View return information at a glance, including error messages, fees, and e-file eligibility. This transparency helps you keep your clients informed throughout the process.
Organized Return Viewing
Customize print sets, print to PDF, and add notes for easy reference and communication. This organization is key to maintaining professionalism in your practice.
Customer Support
Drake Tax offers robust onboarding and extended customer support during tax season. Their award-winning support team is available online and in-person, ensuring you have the help you need when you need it.
Customer Testimonials
"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."
— Ben Tallman, Aug 20, 2023
"Drake has excellent customer service and continual updates keeping information current. In 22 years, I have never had to amend a return because of software errors."
— Debi Clem, Dec 12, 2023
"I’m so grateful for finding Drake Tax! Their pricing is very reasonable, and their customer support is outstanding!"
— John Weitz, Aug 24, 2023
Frequently Asked Questions
- Can I get a free trial of Drake Tax?
Absolutely — you can get started . - What is the charge for E-Filing?
Please check the pricing section on the website for the most accurate information. - Do you have training for new users?
Yes, comprehensive training is available. - Does your software run on Mac?
Yes, Drake Tax is compatible with Mac systems.
Conclusion
Drake Tax is not just software; it's a partner in your tax preparation journey. With its extensive features and exceptional support, it’s no wonder that so many tax professionals trust Drake Tax.
Ready to Get Started?
Get in touch with our team at (800) 890-9500 or to learn more about how Drake Tax can transform your tax preparation process!
