Drake Software, Llc
Tax Services
Why pick this one
Drake Software has provided tax software since 1977, including multi-state returns, business returns, e-filing, and integrated workflow tools.
Best for
- Tax professionals preparing federal and state returns
- Firms handling multi-state or business tax returns
- Practices migrating client data from other tax software
- Teams needing browser-based tax preparation and collaboration
- Firms needing integrated portals, workflow tracking, e-signatures, and payment processing
- Practices seeking refund transfer or refund advance options for clients
Look elsewhere if
- Individuals seeking a tax preparer rather than tax preparation software
- Businesses needing a general-purpose accounting platform without tax preparation workflows
- Users seeking an in-person tax service at a local city-specific office
Specialties
- Federal and state income tax preparation software
- Multi-state tax returns
- Business tax returns
- Online tax return preparation and e-filing
- Tax software data conversion
- Audit defense support
- Client portals, workflow tracking, and e-signatures
What makes them different
- 70,000+ tax professionals rely on Drake Tax
- All state programs are included without additional add-on modules
- Free data conversion tools and conversion service support migrations from providers including Lacerte, ProSeries, TaxAct, TaxSlayer Pro, TaxWise, TurboTax, and UltraTax
- Drake Tax Online uses MFA, 128-bit encryption, and U.S.-based SOC 2-compliant servers
- Practice Essentials bundles combine Drake Portals, Drake Workflow, and Drake E-Sign with savings of roughly 40%
- Years in business
- 49
Distilled from this business's own website.
Contact & Location
- Address
- 235 E Palmer St, Franklin, NC 28734-3049
- Phone
- 18669238205
- Website
- https://www.drakesoftware.com
- sales@drakesoftware.com
Services
- Tax preparation software
- Tax return e-filing
- Tax practice workflow management
- Secure client document exchange
- Electronic signatures
- Client payment processing
- Tax practice accounting
- Tax software data migration
- Refund transfer and refund advance products