Drake Professional Tax Software has maintained a reputable position in the professional tax preparation industry for several years. The company was established in 1977, with its headquarters in Franklin, North Carolina. We highlighted some of Drake’s popular features below. Before making any commitment we highly recommend you download a Drake demo to experience the interface first-hand.
In our Drake tax software review we found that Drake has proven to consistently provide the functional tools needed for you to successfully run your tax businesses with minor areas for potential improvement.
Firstly, GruntWorx is time saving feature that is integrated within Drake tax software. GruntWorx can effectively handle most of your tax office’s document organization and data entry, freeing tax professionals from time wasted on a tedious task. In terms of time saved and simplicity, GruntWorx is a valuable feature that your office may find worthwhile.
Another noteworthy feature is Drake Accounting. This is an Accounting/Payroll application optimized to be more modern and advanced than previous integrations. This relatively new application aims to assist you in the management of basic client financial records via double-entry accounting. There are a range of useful modules to this application that Drake claims to be aimed at accuracy, simplicity and speed. Click here to download a Drake demo now.
For funds disbursement, Drake E-Pay allows tax professionals to collect payment for their services via client credit/debit cards. With this integration, tax preparers need only to click the e-Pay icon located conveniently in the Drake Professional Tax Software toolbar to process any payments. No credit card reader is required, although you may opt to use one.
One last feature worth mentioning is Drake’s SecureFile Pro. SecureFile Pro is a file sharing web portal aimed at simplifying the files exchanged between you and your clients. Although it is not a smartphone or tablet app, the feature is useful and functional. By simply uploading PDFs through the Drake tax software portal, your clients can exchange/receive files quite easily. As for you, the tax pro, you can conveniently spend much less time managing paperwork and more time building their business.
To conclude our Drake tax software review, we find that developers should consider adding more modern/useful features such as smartphone/tablet apps as an upgrade to the currently outdated web portal. Although they do a good job at keeping the functionality of these features simple, a bit more current and user-friendly technology can go a long way for your office. Despite these slight areas of potential improvement, Drake tax software has surely earned the right to be positioned in on our 2018 list of the best professional tax software.
Please note that our Drake software reviews and reviews of any other professional tax software on our website are strictly the opinion of the editor based on hands-on experience.
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