Drake SoftwareReviews of drakesoftware.com

After using several different tax software options in my career, I find Drake Tax very inefficient. I'm honestly not sure how it get's reviewed so well... it is not user friendly. Forms are often not linked to input sources (or input has to be duplicated on different screens), diagnostics are not linked to the source of the issue, and input screen descriptions do not match the official forms. It takes way too long to figure out the right input or how to fix a diagnostic. This software slows me down. People say the customer service is good, but with a good tax software you should not need much customer service. The last thing I need during busy season is to have to call or research issues. The customer service may be good, but my time is worth more.

Technical support lacked experience. Even seasoned tax preparers had to rely on Facebook groups to obtain competent software guidance. Drake’s in-house support was not adequately equipped to resolve technical issues, and access to knowledgeable backroom specialists was effectively nonexistent.

You continue to build a very co-dependent world and force us to suffer the choices you make on our behalf. We are certain - if we could actually have a conversation with someone at Drake - that we would be told the reasons you make these choices is "for your [our] convience. But we are rarely find these choices convenient for us. Yet there is no way to changes them. So we continue to suffer in this co-dependent relationship. Examples - > Where the dashboard lands when logging into our Drake world - we hate it and want a different landing page for many, many reasons but find no ability to alter or change where we land > Where we land in Drake Portals with the CLIENTS tab automatically loaded and open. Almost never (98% of the time) is that our starting point when we log into DP but yet we are forced to start there - with CLIENTS open, for some arbritary and capricious reason you have forced on us, 'for our convenience.' Other examples abound but those are the two we encounter a million times a day where we spend precious time - especially during tax crunch time - having to undo the things foisted upon us. We have long considered this practice by Drake to be a calous disregard to respecting us and our time. We also consider it abusive and unhealthy considering the co-dependent aspect of these choices which we have no power over.

Bad customer service, it used to be a great company.

Software was the best for the cost for years. When the company was sold, the software price almost doubled, and the customer service went to the dumpster. Prior to the sale, Drake always answered within a reasonable time ... usually less than one minute by a human ... now you have to go through several automated menus and are on hold for over 25 minutes before you speak with anyone.

I have used Drake for about 20+ years. The customer service used to be amazing. Now I am lucky of the agent understands half of my issue or how to solve it. I am done with them. One would think they are not trained. And for all the money one spends for their software the 990 nonprofit returns do not work for the state.

Importing K-1 information is very frustrating if you have multiple K-1's from the same company. If you were to add a field for K-1 partner or shareholder number, it would dramatically improve the import process! The Idaho module does not handle K-1 imports at all. It is almost totally a manual process to enter K-1 information on the individual return. After the pains taking of entering the information it does not always take the information to the Idaho Form 40. There are many times that I have to enter the information in several places on federal & Idaho return.

Ugh, terrible customer support