Choose Your Drake Tax® Product
Unlimited users
Unlimited individual returns
Unlimited business returns
Single user (one tax preparer)
Feature highlights
All states
included
Federal and
State e-File
Prior year editions (2022 &
2023 included; 2024 available)
Data conversion from most
competitor software
Tax Compliance
1040, 1040-NR, 1040-SS, 709 returns |
Unlimited | Unlimited | Per return | Per return |
1120, 1120-S, 1120-H, 1065, 1041, 990, 706 returns1 |
Unlimited | Per return | Per return | Per return |
4,300+ federal and state forms and schedules |
|
|
|
|
Hundreds of return diagnostics to help ensure accuracy |
|
|
|
|
Tax Planner |
|
|
|
|
Print key forms in Spanish |
|
|
|
|
Filing status optimization |
|
|
|
|
Fixed asset reports |
|
|
|
|
Form 114 FinCEN (E-file) |
|
|
|
|
Forms 5471, 4720, 3115, and 1118 |
|
|
|
|
Import 4562 assets, 8948 transactions, and trial balances1 |
|
|
|
|
Export K-1s from pass-through to individual returns |
|
|
|
|
City/Local Programs (KY, MI, MO, NY, OH, OR, and PA) |
|
|
|
|
Features
Mobile-friendly |
|
|||
Mac® compatible1 |
|
|||
Software updates |
Seamless |
Seamless |
Seamless |
Automatic |
Inter-office messaging |
|
|||
Interview data entry (1040 returns) |
|
|||
Forms based data entry |
|
|
|
|
Getting started resources |
|
|
|
|
Customer support (phone, email, chat) |
|
|
|
|
Document manager with PDF printer |
|
|
|
|
Client Status Manager |
|
|
|
|
Scheduler |
|
|
|
|
Pre-season letters & organizers |
|
|
|
|
Autofill employer, payer, and provider data from EIN database |
|
|
|
|
DoubleCheck – intuitive review & verify system |
|
|
|
|
LookBack – compare to prior-year form entry |
|
|
|
|
LinkBacks – quick link from diagnostic to source |
|
|
|
|
Client presentation |
|
|
|
|
Integrations/Add-ons
Drake Accounting® & Payroll* |
Bundle for |
Bundle for |
Add-on |
Add-on |
Drake Workflow2 (beta through April 2026) |
|
|
|
|
Bank Products / Pay with Refund options* |
|
|
|
|
Audit Assistance & ID Theft Restoration* |
|
|
|
|
Drake Portals and E-Sign* |
|
|
|
|
SOC2 compliant secure cloud hosting option (Rightworks®)* |
$114 |
$114 |
$114 |
|
TheTaxBook WebLibrary Plus* |
|
|
|
|
GruntWorx® Tax Automation* |
|
|
|
|
Drake Pay™ - accept credit, debit, ACH and contactless payments* |
|
|
|
|
Security & Backup
Network-ready |
|
|
|
|
File backup |
|
|
|
|
Multi-factor authentication |
|
|
|
|
Role-based access control |
|
|
|
|
Automatic session timeout |
|
|
|
|
Cloud-native data protection |
|
|||
Data encryption in transit and at rest |
|
|
|
|
* Additional fees apply.
1 Certain Drake Tax Online features and functionality require use of the integrated, windows-based desktop data-entry module, which must be installed on a windows-based PC, such as:
- Preparing 1120 (C-Corporation), 1041 (Fiduciary), 990 (Tax Exempt), and 706 (Estate) returns.
- Importing 4562 assets, 8948 transactions, and trial balances.
The included desktop software is only designed to support the integrated data-entry features in Drake Tax Online, and cannot be used independently to prepare and file tax returns.
2Drake Workflow (Beta) is currently in beta testing, meaning that the product may contain defects and you may experience interruptions and changes to the service and necessary upgrades. Drake may discontinue Drake Workflow (Beta) at any time, but it is currently available as a trial with a paid Drake Tax product through April 30, 2026.
All trademarks not owned by Drake Software, LLC ("Drake") that appear on this website are the property of their respective owners, who are not affiliated with, connected to, sponsoring, or sponsored by, Drake.
Talk to our sales team
Whether you’re comparing products or just getting started, our sales team is here to help.
800-890-9500