Drake SoftwareReviews of drakesoftware.com

Tech support is not great. Support people are evidently reading the Drake information that I can find online. I need to demand to a more knowlagable support person (next level) I very rarely call as I can do my own research but when I do I need someone who knows taxes and the program. This season was rough enough without having forms approved IE: 1040ES and others. I have thought about moving to another program after using Drake since 2014.

Tax files haven't been uploaded to correct.

In the Hub there should be a place for the spouse email and phone number. Also more columns for the Work Flow

Just started a trial. So many companies offering things like this and I find functionality is poor across the board. This is the best I have tried so far. Good visually. Good startup emails for the client. Good checklists and questionnaires. A lot better than some other portals. However, in profile, no support for foreign address. SSN input title should be SSN/ITIN. I have resident alien clients and expat clients. Also, onboarding requires me to enter client SSN. Just require a pin code that I give to the client for secure first sign-in. The point of the portal is to collect sensitive info securely and SSN is the most sensitive. The workflow requires me to collect it first, outside the portal. Nope. I am using a workaround right now by entering a fake ssn for sign on and providing last four to client.

I have been using Drake for over 25 years now and it is the worst customer support ever this year. I called in about a depreciation schedule problem and all the guy kept telling me to do was to delete the asset. I am like that's not an option. He had very little business tax return knowledge. Their prices have gone up and the support has gone down dramatically. I stayed on hold for 35 minutes before someone picked up. Never in all the years I have called, has this happened.

Update- Sometime between 2-19-2026 and 2-27-26 the import feature became available. I'm giving one star back because I'm happy with the software overall. Went from 5 starts two years ago to two stars in 2026. As of 2/7/0026, still can't import QuickBooks accounting into the business tax program. Support came back two days later saying they are waiting on state forms, don't know when the issue will be resolved. It would be reasonable to wait for a state or two for tax forms, but that has nothing to do with importing the basis Federal numbers. Hopefully they will get their act together. For now I will stick it out.

Form DD1 (Preparer Due Dilligence - Income Documentation Assistance Question 6. The last box in the second column states - Advertisements (newspaper, flier, yellow pages, etc) Comment - I think that "yellow pages" should be removed and or replaced with "internet ads." I think "Yellow Pages" is quite dated.

Foreign earned income does not flow to the proper line on the 1040. The income should flow to Line 1, per IRS instructions, but instead flows to Other Earned Income. Having the income flow to Other Earned Income blocks e-filing if there is no other taxable income. Answer from support is "Sorry"