Tax Software Survey: Drake Software

Click here for a PDF of detailed survey responses for Drake Software.

Tax program name Drake Software
Vendor name Drake Software


E-mail address

Web site

Price on Federal 1040

$1,395 (with early season discounts as low as $995)

Is this an increase from last year? By how much?

Renewal price

$1,395  (with early season discounts as low as $995)

State price Included
State renewal price Included
Pay-per-return pricing

$285 (up to 15 returns)

Additional cost for E-filed returns

No cost to E-file

Online version? Cost? Yes – Web1040 OR Remote1040 $1,395 (with early season discounts as low as $995)


Toll-free telephone



M-F 8 a.m. – 9 p.m.


Tax Season M-F 8 a.m. – 10 p.m., Sat 8 a.m. – 6 p.m.

E-mail support? Yes
IM/chat? No
Other? Please specify

Knowledge Base, Broadcast E-mails, Online Tax Research, Forums

Do you offer organizers? Yes
Client letters Yes
Client portals Yes
Does your software integrate with other products?
Which ones?
Yes – Quick Books, Tax Planner, Document Manager, Client Write-Up
New features added to your software for this year


  • Ability to password protect and e-mail PDF copies of tax returns created through the tax software
  •   Improved PDF generation of tax returns to simplify PDF navigation
  •   Backup capabilities to the Drake Document Manager
  • Role-based security model for tax software
  • Web portal for multisite management


Client Write-Up

  • Accounts Receivable module
  •   Web based portals that allow employer to enter payroll info online. Then the accountant can download directly into Client Write-Up for processing and report generation.
  •   Improved Setup Wizard


Tax Development

  • Streamlined data entry on Entity returns (1120, 1120S, 1065, 990)
  • 1040: Partner/Shareholder basis worksheets and calculations; s treamlining data entry; integrating the extensive new tax law into 2009 calculations; and p rogramming to support the first phase of modernized e-file on the 1040 product


News quiz: College debt, stolen identities, and retirement planning

See how much you know about these developments and others in the Journal of Accountancy news quiz.


Preventing and detecting fraud at not-for-profits

Organizations in all industries must deal with the potential for fraud to occur, and design controls to prevent and detect it. Environment, policies, and controls can help organizations steer clear of problems.


The dangers of dabbling

To meet evolving marketplace needs, CPAs often look to diversify their service offerings. Firms can mitigate the risk of experiencing competency-related professional liability claims by implementing these basic steps.