Drake Tax Overview

Drake Tax is a leading Tax Practice Management Software designed to streamline and enhance the operations of tax professionals and accounting firms. It offers an integrated platform for managing client information, preparing tax returns, tracking deadlines, and ensuring compliance with tax regulations. Drake Tax features intuitive tools for organizing client data, automating tax calculations, and generating accurate tax forms, reducing the risk of errors and saving valuable time. The software includes robust workflow management capabilities, allowing firms to assign tasks, monitor progress, and manage deadlines effectively, ensuring timely submission of tax documents. Additionally, Drake Tax provides detailed reporting and analytics, offering insights into firm performance, client satisfaction, and financial metrics, enabling informed decision-making and strategic planning. The platform also supports seamless integration with popular accounting software, CRM systems, and other business applications, ensuring smooth data synchronization and operational coherence. With its user-friendly interface and powerful functionality, Drake Tax empowers tax professionals to optimize their practice management, improve client service, and achieve greater operational efficiency effectively.

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Contact Details

  • Vendor Name Drake Software
  • Founded 1977
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting

Drake Tax Features

  • General Ledger
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing and Invoicing
  • Expense Tracking
  • Financial Reporting
  • Budgeting and Forecasting
  • Income & Balance Sheet
  • Inventory Management
  • Fixed Asset Management
  • Fund Accounting
  • Multi-Currency
  • Tax Management
  • Payroll Management
  • Subscription Billing
  • Project Accounting
  • Compliance Management
  • Electronic Filing
  • For Nonprofits
  • Status Tracking
  • Compliance Management
  • Tax Planning
  • Data Import/Export
  • Corporate/Business
  • Audit Trail
  • Third-Party Integrations
  • Reporting & Statistics
  • Sales Tax Management
  • Document Management
  • Data Verification
  • Exception Notification
  • Tax Calculation
  • Client Management
  • Client Management
  • Tax Forms
  • Document Management
  • Tax Filing
  • Reporting & Statistics
  • Billing & Invoicing
  • Status Tracking
  • Approval Process Control
  • Workflow Management
  • ACH Payment Processing
  • Client Portal
  • Task Management
  • Communication Management
  • Time Tracking
  • For Tax Practices
  • Tax Calculation
  • Tax Filing
  • Tax Forms
  • Accounting
  • ACH Payment Processing
  • Approval Process Control
  • Audit Management
  • Compliance Management
  • Document Management
  • Tax Management
  • Client Portal
  • Digital Signature
  • For Tax Practices

Drake Tax Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Pay-per-return

$355 One-time

Drake Tax FAQs

  • No, Drake Tax does not offer a free version.

  • Yes, Drake Tax offers a free trial.

  • No, Credit Card details are not required for the Drake Tax trial.

  • Drake Tax offers the following pricing plans & packages:

    Pay-per-return

    $355 One-time

  • Drake Tax supports the following payment frequencies:

    • One-Time Payment

  • No, Drake Tax does not offer an API.

  • Drake Tax offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Drake Tax offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Drake Tax supports the following languages:
    • English

  • Following are the typical users of the Drake Tax:
    • Self-Employed , Small-Business , Midsize-Business

  • Drake Tax supports the following deployment:
    • Cloud Hosted

  • Drake Tax supports the following devices and operating systems:
    • Web-Based