Drake SoftwareReviews of drakesoftware.com

I’ve been a client with Drake software for 3 years. January 2022 I purchased the secure file pro portal which is $17.95/month- $215 a year. I only use the portal during the peak of tax season (Jan 2022- April 2022. I continued to pay the monthly fee even though I wasn’t using the service. January 3rd I noticed that my clients weren’t receiving emails from securefilepro(Drake Portal). This is the only secured system I have for my client to upload personal documents. I’ve called Drake once a week to get this resolved and each rep has the same comment “I’ve sent an email to IT/support but there is nothing else I can do”. I’ve requested to speak with managers on multiple occasions but they are never available. Drake sent me an email last week asking me for payment for the month of February. I replied to the email asking “ why would you continue to ask for payment and I can’t use the service” no one responded.FYI - I sent the email to the billing department on February 1st but have yet to receive a response. I spoke to a representative today (February 7th 2023) and was advised that she hasn’t heard anything from IT and that she sent her initial request on the 24th of January. The prior representatives sent emails to the support/IT department prior to the 24th. I have lost a few clients because I have no way for them to upload documents to a safe portal. Speaking with the representatives at this company makes matters worst. No one is truly trying to help, everyone is just reading from a script. My account is now delinquent because I didn’t make my February payment. The manager told them me that this issue can’t be fixed because I’m delinquent. He said I had to be current. I then asked well last month I wasn’t delinquent and this issue wasn’t fixed. I wasn’t delinquent the entire 2022 and the issues wasn’t fixed/corrected. He said all he can do is reach out to the IT department, the same department the other 6 or 7 representatives told me. This is disrespectful.

Something happened at Drake Software. This used to be a great company and made a good tax prep software. I had used their software for several years and 90% of the time I was able to get someone competent on the phone for help. However, in the last couple of years, there appears to have been a change in management or hiring practices that has made the company a place to avoid. About a year and a half prior to this review, the customer service fell off dramatically. I needed to cancel a product and I am going on my second month of an email and phone call exchange, entailing at least two to three hours of time - with no resolution in sight. Drake Software should be reminded that it has neither the market share nor the reputation to survive its present mismanagement. Lawyers and accountants share information.

About November I called to compare individual pricing vs the complete package. i was given a number for sales. I got a voicemail and left a detailed message. I have not received a reply yet. In November I called technical support to see if there was an update for client write up. I told the person that I needed after the fact payroll. She told that Drake no longer does payroll. Earlier this month I talked to the sales dept and she gave me the comparison of individual pricing vs the bundle. So I renewed the bundle. After I hung up I looked into the accounting package and saw the after the fact payroll. I called the accounting sales dept and got a voicemail. I left a detailed message with a return phone number. As of today I have not received a call. I wanted to take advantage of the bundle price for the accounting package. This call was made in less than one-half hour of purchasing the tax software package. My cell phone number is 626-497-7696. Respectfully

I have been with Drake for 32 years and the Tax Software is good; however, the Accounting Software is subpar!!! Their technical support for this piece of software is appalling at best. Have never got their generic tech line to answer any question about this software and have always had to escalate to the Accounting support dept. An Accounting software that can only be used on a computer's own hard drive for networking in this day and age of technology is crazy; especially when the IRS is putting so much pressure on preparers for tighter client security and the preparers need for better backups. A software that cannot print color forms (ie Copy A of W-2's or 1099's) makes no sense when websites can do this for a fee. Today, the supervisor tried to tell me that the IRS would not allow them to print the Copy A's in red. Funny how independent websites can??!! The reason this piece of software is "free" is because they could not sale it on its own (I remember when they tried to charge separately for it). Nothing has really ever changed with this piece of software since its inception, although I have always complained and have given feedback to them about these 2 issues. Drake does not have the same dedication to their Accounting software that the do with their Tax software. A google of the top 5 for each shows their Tax software in the top 5 (and has always been there) but not even a mention for their Accounting software...Dedication to subpar for their Accounting software!!

Can I please get some help!!! For over a month now I still have the same issue... No one is able to help me. I've been using drake software 17 years. the last 3 years have been nightmare with customer service. I have been calling about the same issue for a month now and still cannot get someone to help me...

great software, easy to use and offers all State efile. Pay per return for the startup and small office, of if over 100 returns offers the big one fee package. I've used since 1995. Great company, great software.

I have used Drake software since 2015 TY. I was in Miami at their induction/training and loved what I saw. It was family-owned, US based company. The support in all avenues had been suberb. That is history. It is still a good product, the support is better than average. It's been a couple of years since the buyout/merge and, as is true with technology, there was a learning curve. The support teams are now on top of the game. I am staying with Drake.

Warning! Stay away from this company. The have zero customer support. We could not access the new customer portal and they did not resolve the issue. We paid for a year service and are attempting to get a refund due to failure to provide the product we purchased. This is one of the worst customer service experiences we have encounter. Called than told to email, emailed than told to call. Two day of the run around and we are done!