Drake Software Reviews

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There is a $400 discount till May 31 and because of the long weekend and technical glitches i missed to renew. I have been a customer for 12+ years usually all companies are good about these misses by a single day. Very disappointed with the response to a loyal...
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2 comments
#2039745

They extended the $400 renewal discount till June 1st, I know this because that is the day that I renewed my software. Also, the early renewal discounts expire on the same schedule as they have for the past 20 years that I have been using the software.

If you've been purchasing the product for 12 years you should be aware of this schedule too. I once went to McDonald's with a coupon that had expired the previous day. I wasn't aware that the coupon was expired even though they print the expiration day on the coupon.

The kind lady told me they couldn't accept this because it was expired. Me knowing that this was completely my fault for not checking the date apologized to that young lady and I paid for my meal at regular price.

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ID
#2585822 Review #2585822 is a subjective opinion of poster.
Preferred solution
Price reduction

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ

Verified Reviewer
New Reviewer

Decline in Software Efficacy

Have worked with Drake Software for more than 10 years. Not perfect but overall very satisfied until last year. When real estate taxes are deducted on multiple forms they do not reconcile to $10,000 limitation on Schedule A. For 2019 I was able make adjustment on line 6 of Schedule A. For 2020 (and now updated to 2019) no negative adjustment permitted in software. Told to paper file.

User's recommendation: I have written to the company. See if they care.

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ID
#2562218 Review #2562218 is a subjective opinion of poster.
Location
Truckee, California
Preferred solution
Software Update for Problem

HAVE USED THIS PROGRAM SINCE 1990 AND LOVE IT

WILL ALWAYS PURCHASE THIS PROGRAM THEY HAVE GREAT SUPPORT SYSTEM

User's recommendation: LITTLE DIFFICULT TO GET STARTED BUT YOU WILL LOVE IT WHEN YOU DO.

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ID
#2242804 Review #2242804 is a subjective opinion of poster.
Location
Lebanon, Tennessee
New Reviewer

Treated very poorly by Sam Tarazon

Was treated very poorly by sam
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ID
#1959632 Review #1959632 is a subjective opinion of poster.
Cons
  • Customer service
Preferred solution
Apology
New Reviewer

Treated very poorly by Sam Tarazon

I ordered fish tacos to go. And Sam tarazon treated me very poorly. Someone please call me. The last time I ate at drakes was in March and I dined in the restaurant. And was treated very well. One of the mgrs. even held a conversation with me. Not sure whats going on now but she wS very unprofessional.
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2 comments
#1960206

What in the even....

#1946180

Comment doesn't belong here and should be removed. This is for Drake Software review, not a restaurant.

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ID
#1959627 Review #1959627 is a subjective opinion of poster.
Location
Smyrna, Georgia

Longevity of Use

I have used Drake Software since 1989. They are a very remarkable company and their service is unmatched in the industry. I am a CPA and I am not a Drake employee. The fact they are privately owned puts them above the rest. Intuit will nickel and dime you to death for anything they can; Drake provides tax software to cover personal and business returns for $1,095 per year for clients who renew their license. I have been to their Offices in Franklin TN and know some of their staff by name. They are good folks with a sound business model to serve their clients. I hope they never go public and get ruined.

User's recommendation: If you know what you are doing with tax prep-Drake will serve you well.

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ID
#1889536 Review #1889536 is a subjective opinion of poster.
Location
Yukon, Oklahoma
Product
Drake Software Tax Software
New Reviewer

Consider using other software instead of Drake.

I have been using Drake for 13 years. It's the software my grandma used before she passed in 2007 and I took over her practice so I kept going with it. In 2007, things were great, never had a problem, and customer service was exceptional. Over time, the customer service especially has dwindled. As mentioned by another consumer, its a daunting task to move many clients to a new platform which is also why I haven't changed software yet. This year, I reluctantly tried their Drake Hosted on the Citrix platform. It was a bad idea and I would not recommend it. It's 2/22/2020, considered "tax season/tax time", and Drake Hosted has been down going on 4 days for "unscheduled maintenance". So I haven't been able to complete tax returns that I had started (they weren't even courteous enough to let me know ahead of time) or start new ones either. Super unacceptable! I could have backed up Drake on Hosted and restored to my local copy so that I could at least be working during this time, but I cant access any information or documents.
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1 comment
#1844442

If something is "unscheduled maintenance" how far in advance are they supposed to notify you? Also, if you put everything on a cloud service with no local access to it, you're asking for trouble.

I know Drake does a backup of what is on their server but I also keep one locally.

As a fellow Drake user, this season has been challenging for all. As long as we don't set ourselves up for failure, everything can run smoothly.

ID
#1800936 Review #1800936 is a subjective opinion of poster.
Product
Drake Software Tax Software
Cons
  • Currently shutdown for unexpected maintenance
  • Customer service
Loss
$1000
Preferred solution
Deliver product or service ordered
New Reviewer

I like it but they need to fix this!

Drake Software - I like it but they need to fix this!
In their 2019 software you are now required to answer the IRS virtual currency question. The problem is they put this question on the foreign accounts page and now when you answer the virtual currency question your are forced by the software to answer all the foreign account questions also even if the client does not file schedule B.
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1 comment
#1844445

Why don't you just mark the box on Screen 1?

ID
#1765296 Review #1765296 is a subjective opinion of poster.
Product
Drake Software Tax Software
Reason of review
operation of software
Preferred solution
Fix the problem - don't require answering foreign account questions
New Reviewer

Best tax software

Drake tax software is fast, easy to update, affordable. I have been using drake software for 18 years. Many tax software want me to change, but I would not. I also like Client write up accounting software, but now they are change it to Drake accounting. It is just too much problems especially I use it in the network.I wish they keep CWU
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ID
#1761854 Review #1761854 is a subjective opinion of poster.
Location
San Jose, California
New Reviewer

Professionally user friendly

Did pencil and paper file since 1975 until IRS forced us into efile. I chose Drake and hit the ground running, after a few initial questions. I like that the software follows a paper file format. When I hit a snag, I call support. NEVER, and I mean that, have I had bad service. When asked if I mind being put on hold, I respond that I'm asking for help and it that is what it takes, absolutely do not mind. Kindness goes much farther than bitchiness
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ID
#1670109 Review #1670109 is a subjective opinion of poster.
Reason of review
Good customer service
New Reviewer

Worst ever

Anthony's Deli and Restaurant Corp.,
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1 comment
#1797768

Drake Software is not associated with Anthony's Deli. If Drake Software did make sandwiches I am sure they'd be delicious.

ID
#1601063 Review #1601063 is a subjective opinion of poster.
Location
Brentwood, New York
Reason of review
Work Experience or Job Application
Preferred solution
Let the company propose a solution
New Reviewer

Beware of incorrect social if you are pay per return

I had gotten an incorrect social from a client. I put it in and efiled and extension. I got a reject and the client informed me the social was off a digit. Drake customer service REFUSED a refund and I was forced to purchase another $24 return. I WILL NOT be back...as this is just ridiculous! Obviously the return was not USED, it's as easy as that. POOR POOR decision. I will also tell all providers in my CPA study group to AVOID this company!
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2 comments
#1797765

The PPR software makes you verify the SSN that is being entered when you create the return. I guess it's the software providers fault that you make the same mistake twice when creating a return.

Perhaps you should download the PPR manual from Drake's support site for assistance and limitations of the PPR software. I used to use the PPR software even before they had you reenter the SSN for verification and I might have only goofed once in those 6 years.

But Drake was very accommodating. I would say that if they denied you a refund or a credit back for a return that this must not be the first time you have made a mistake and they have probably had to put credits on your account before.

#1691467

lol youre made about 24bucks..get the unlimited or wait until you can stomach margins..hard to believe youre a CPA..do you flip out if a customer doesnt pay too?

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ID
#1516461 Review #1516461 is a subjective opinion of poster.
Cons
  • Customer service
Reason of review
Pricing issue
Loss
$24
Preferred solution
Full refund
New Reviewer

Accrual of state income taxes

Drake is able to handle the accrual of the Federal Income tax liability fairly well but is unable to assist with the accrual of the state income tax or how to handle the overpayment of the current state income tax that was paid during the current year. I have complained to Drake for the last several years and always been told that the programers are working on it. Other tax programs are able to work on this issue. Why not Drake? There are other short comings with Drake. I have had both very good support and at other times it has been worthless
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ID
#1513996 Review #1513996 is a subjective opinion of poster.
Location
Newnan, Georgia
Product
Drake Software Tax Software
New Reviewer

Bad expeirence support sometimes do not know and crush my files

Very unsatisfied I had a very bad experience even the 1099 do not retrieve information
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ID
#1505191 Review #1505191 is a subjective opinion of poster.
Location
Roslyn, New York
Service
Drake Software Technical Support
Reason of review
Problem with delivery
Loss
$1500
Apparently once the 8 year old programs the addresses in, that's it. They don't care if it is wrong. Their support on state and local is totally useless,
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4 comments
#1673558

Sound like the reviewer needs pictures and questions software instead of professional software.

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ID
#1459017 Review #1459017 is a subjective opinion of poster.
Location
Pittsburgh, Pennsylvania
Service
Drake Software Technical Support
Reason of review
Poor customer service

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