Is Drake Tax suitable for solo practitioners or small accounting firms?

Yes, Drake Tax is ideally suited for solo practitioners and small tax practices. Its comprehensive features, user-friendly interface, and client management tools are designed to meet the specific needs of smaller firms, helping them efficiently manage tax preparation and client relationships.

Drake Tax

Tax software for small practices

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Shyft Score

Directory quality rating

Discovered

36/100

Quiet

Our take

The verdict on Drake Tax

Limitations

No free tier
No MCP/AI agent support yet

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See how Drake Tax fits your stack

Benefits

Why teams choose Drake Tax

Streamline tax preparation process with comprehensive form coverage

Increase efficiency with user-friendly interface and e-filing capabilities

Improve client management and communication with integrated tools

Gain insights with robust reporting and analytics features

Reduce errors and save time with automated calculations and checks

About

What is Drake Tax?

Drake Tax is a cloud-based tax preparation software designed for small to mid-size accounting practices. It offers comprehensive tax form coverage, e-filing capabilities, and client management tools. The user-friendly interface and reporting features make it suitable for solo practitioners and small firms. It competes with TurboTax and TaxAct, offering a more tailored solution for accounting professionals.

Key capabilities

Comprehensive tax form coverage

User-friendly interface

E-filing capabilities

Client management tools

Reporting and analytics

At a glance

What you can do with Drake Tax

Prepare and file tax returns for small business clients efficiently

Automate tax calculations and forms using the software's intuitive interface

Manage and organize client tax documents securely in one place

Best for

Solo practitionersSmall tax practicesMid-size accounting firms

Pricing

Drake Tax pricing

Drake Tax starts at $29/mo

Starting at $29/mo

Ecosystem

Connected ecosystem

MCP servers, AI skills, and integrations that work with Drake Tax

Integrations

QuickBooksXeroZapierBill.comPayPalStripeMicrosoft ExcelGoogle Sheets

FAQs

Frequently asked questions

Common questions about Drake Tax and its capabilities

Drake Tax offers comprehensive tax form coverage, a user-friendly interface for efficient tax preparation, robust e-filing capabilities, integrated client management tools to streamline your workflow, and detailed reporting and analytics for better insights into your practice.