Matthew C.
Drake Tax ONLINE - Critical Failures
I am reviewing Drake Tax ONLINE. This product seems to be adequate for preparing and filing Forms 1040 but there are critical problems with the software for Forms 1065 and other business returns. I have had too many issues to list here and have spent 20-30 hours on the phone with their customer service line so far this tax season. I can confirm that when I e-filed partnership returns, the version that was transmitted to the IRS was DIFFERENT than the final version that was saved to my local computer and uploaded to the secure client portal for clients to download. I've had issues with the software changing various data fields on the return overnight while I am not in the software. Forms 990 and others prepared in the Desktop version are being altered once they are exported to DTO for final e-file. This is a major, major problem. Individuals across the US are currently preparing Forms 1040 with what they think is accurate information on their K1 and are unaware that the K1 received by the IRS is different than the K1 their preparer gave to them. This product should have never been brought to market. They rushed it to market this fall so they could get revenue coming in before tax season and they had to have known their were critical software issues. If they knew and still brought it to market, they are reckless and have committed fraud. If they didn't know, then they are negligent. At any rate this is a serious, major problem. If you prepare any type of return besides Forms 1040 DO NOT TRUST DRAKE TAX ONLINE
Response from Drake SoftwareApr 1, 2026
Thanks for taking the time to share this, Matthew. I’m very sorry for the experience you’ve described. The issues you’re seeing with discrepancies between filed returns and saved versions, along with data changing unexpectedly, are serious concerns. I understand how critical accuracy and consistency are in your work, especially with partnership and business returns. We want to take a closer look at what’s happening in your specific cases and get this in front of the right team as quickly as possible. Please contact our support team at (828) 524-8020 or email [email protected] so we can review examples with you and escalate if needed. We appreciate you raising this. It’s important, and we want to work toward a resolution you can trust.



