Tax preparation and practice management software for small to mid-sized accounting firms, offering federal and state return preparation and e-filing.
Prepare and e-file federal and state tax returns for individuals and businesses
Manage your client list and track return status from one dashboard
Includes tools for scheduling, billing, and document management
Supports a wide range of return types including 1040, 1120, 1065, and more
Offers bank product integrations for refund transfers and client payments
Provides training resources and professional support for tax preparers
No integrations listed yet for Drake Software.
This tool does not currently include AI features.
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Drake Software is best for small accounting firms and tax professionals who prepare returns for multiple clients each year. It's one of the most trusted names in professional tax software with strong accuracy and e-filing tools, but the pricing model can feel expensive if you're only handling a handful of returns. If you're a solo CPA or bookkeeper doing tax work on the side, the cost may not pencil out compared to simpler alternatives.
AI-generated training guides tailored to your team's size, skill level, and focus areas for Drake Software — coming in v0.3.2.
View our roadmap →We're building a review system so business owners like you can share real experiences with Drake Software.
