Practice Essentials Bundle

All Drake Tax products include the essential tools tax professionals need for fast, accurate federal and state return preparation: time-saving data entry, e-filing, multi-state filing, built-in diagnostics, and compliance checks. Every version also includes practice management features like reporting, role-based access control, customizable printing, and client billing.

The products differ primarily by return types included, returns included, and number of users. For example, Drake Tax Pro offers unlimited individual and business returns and can be licensed for a single user or multiple users; Drake Tax Pro 250 includes up to 250 tax returns of any type. Drake Tax 1040 is also available in single user and multi-user versions and provides unlimited individual returns while letting you add business returns on a pay-per-return basis; Drake Tax 1040 150 includes up to 150 individual tax returns and also allows you to add business returns as needed.

Some optional services may incur additional costs. These include value-added services such as Drake Pay™, bank product integrations, and audit assistance from Protection Plus®.

Pay-Per-Return (PPR) users receive 10 individual returns included in the base price and pay for additional individual and business returns as they need them. Similarly, Drake Tax Pro 250 and Drake Tax 1040 150 include a set number of returns in the base price and allow for additional returns to be purchased if needed. Drake Tax Online offers flexible pricing based on what you need.

Yes. Drake Software provides a free trial download for Drake Tax that includes sample clients and test returns for 1040 and business forms. These practice returns allow preparers to explore data entry, form calculations, and workflow navigation. Learn more on the Drake Tax product page.

A free trial is also available for Drake Tax Online.

Drake Tax is offered as an annual software license with access to supported previous tax years based on purchase. While there is no monthly subscription, our Pay-Per-Return and Drake Tax Online products provide a flexible, pay-as-you-go model — ideal for part-time preparers, unpredictable return volume, or those just starting their tax practice.

Licensing for desktop software is per physical site and Electronic Filing Identification Number (EFIN) with multi-user and single user versions available. Licensing for Drake Tax Online is primarily user-based. If your firm has multiple locations or EFINs, additional licenses may be required. Discounts are available for multi-location businesses that meet certain requirements; contact our Sales Team at (800) 890-9500 for more information.

Yes. All Drake Tax packages include free, unlimited US-based support via phone, email, or live chat. You'll also get access to a robust Knowledge Base and software training resources, including video tutorials, practice returns, and downloadable guides to help your team stay efficient and compliant.

Customers may be eligible for early renewal discounts based on the date of purchase. Renewing your software each year is a simple process handled within your Drake account. Customers interested in current renewal pricing can review details in their Drake account dashboard or reach out to our Customer Support Team at (828) 524-8020. If you are new to Drake, visit our pricing page or contact our Sales Team at (800) 890-9500.

Yes, Drake offers options to bundle Drake Tax and Drake Accounting. In addition, Drake offers tax practice management solutions that integrate smoothly with Drake Tax and enhance the value you provide to your clients. These include Drake Pay™, Drake Portals®, Drake E-Sign, and Drake Workflow. Visit the Practice Essentials page to learn how you can bundle and save on practice management tools.

Contact our Sales Team at (800) 890-9500 to learn more about the Drake product suite and other value-added services offered by our partners.

Yes. Firms already using Drake Workflow, Drake Portals, or Drake E-Sign can buy a Practice Essentials bundle. Eligibility depends on the tax software product selected by the firm.

Note: Annual subscribers to Drake Portals or Drake Workflow who upgrade to a Practice Essentials bundle may qualify for a credit for the remaining months of their current subscription. Look for the upgrade option during tax software renewal or contact the Orders Team at (828) 349-5900 for assistance.