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Drake Tax
Wat is Drake Tax?
Versnel de verwerking en voorbereiding van belastingaangiften met realtime procestracering, afsprakenplanning en communicatietools.
Wie gebruikt Drake Tax?
Belastingprofessionals en bedrijven die hun aangiften willen indienen.
Twijfels over Drake Tax?
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Drake Tax
Reviews over Drake Tax
Amazing Customer Support
Opmerkingen: Great software overall. Occasionally there's bugs (on state and local) but those tend to be resolved quickly once Drake is notified
Pluspunten:
If you ever get stuck on a complicated tax return their customer service line is always a great help. I've never had to wait more than 5 minuets on hold and they usually answer in under a minuet. There's options for you to send the tax return to the customer support specialist securely so they can look at exactly what you are. If the problem was especially complicated, they would get back within the week.
Minpunten:
The software looks a little dated. Switching between screens is not intuitive and the screens don't always match up with the forms on the tax returns. There's less accuracy on the state levels and even less on local.
The Best Software for Tax Preparation/Management
Opmerkingen: Overall I would Highly recommend Drake Tax and accounting software.
Pluspunten:
The many functions and features provided to service your clients and provide them the best value for their money.
Minpunten:
Billing section. Also every year we get the full package from Drake. I would love to see them maybe include a few free Continuing Education Credit with the purchase.
Drake is OK for the price but has flaws and the product support doesn't live up to prior reputation
Opmerkingen: I tried Drake tax because I received sales calls at least 4 days a week for over a year....so I figured I'd try the PPR version. I also tried it because Drake had a superior reputation for product/customer support (i.e., when something may not appear to report correctly, they respond and address it if so). That may have been true at some point, but I haven't found it so. As a new user, over the course of about 18 months, I contacted Drake maybe 5 times about an issue with either Drake Tax or Drake Portals. In most cases, the first point of contact didn't really understand the issue (which is OK). But, I hardly ever received any callback response from anyone who could respond to the issue (after being told I would). So, as far as I am concerned, Drake has no more support or concern about potential reporting issues than any other competitor (which is generally none). As long as that's the case, it seems better to go with a tax prep software that gets reporting right more often than not, such as Prosystem, Proconnect, or Ultratax if you can afford it.
Pluspunten:
For the money, Drake Tax offers more value compared to competitors. It's certainly not the worst. If you can't afford a more robust solution like Ultratax, Prosystem, or Lacerte, and you don't do terribly complex returns, Drake is a reasonable choice, and the Drake portal integration is pretty serviceable. The asset manager in Drake Tax is one of the best I've used, and handles group/bulk sales quite nicely. The built in integration with a document manager which automatically creates client folder structures when a new client is added is also handy.
Minpunten:
Allocating things between states in Drake can be cumbersome, making you create a separate tab for each state rather than allocating in a grid, etc. Certain things do not flow correctly to the return without substantial preparer oversight or adjustment. State specific codes or items, vacation home loss carryovers, QBI reporting, PY basis losses reporting on Sch E among others. Product/Customer support has historically had a good reputation, but I've certainly found the opposite to be true. I've found no more concern for product support and customer inquiries than any other platform, which takes away a big reason for considering Drake in the first place.
Powerful Professional Tax Prep Software!
Opmerkingen: There is a reason DrakeTax is the #1 Professional tax software in the US. It does an amazing job.
Pluspunten:
I really love the worksheets feature, it is integrated so nicely and really helps me keep track of my work. The integration with the TaxBook is also very helpful!
Minpunten:
DrakeTax has a learning curve as it is not set up interview style, you have to know what you are doing and where to go. It also is outdated visually, it reminds me of a windows program from the 90's or early 00's.I wish the pay-per-return feature was available for corporate returns.
Drake review
Opmerkingen: 1 Love Lacerte's tax analysis, wish Drake offered this. 2 Drake does not automatically carry info to form 4797 on disposition of assets.
Pluspunten:
Good tax, software with excellent support.
Minpunten:
Yes, tax analysis ie maximum employer contribution. Maximum ira contribution.