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


Year-end tax planning strategies

Practitioners should consider the timing of income and deductions, avoiding the net investment income tax, donating to charity, and planning for retirement.


Effortless payroll service offerings

In this special focus report, experts explain how payroll providers can help CPAs help their clients. Sponsored by Paychex, Intuit, SurePayroll, ADP, BenefitMall and AccountantsWorld.


Return due dates changed in highway funding bill

The federal highway funding extension bill signed into law on July 31 contains several tax provisions, including changing the due dates for partnership, S corporation, and corporate tax returns.