| BEST VALUE | |||
PRICING |
Drake Tax Pro
For the tax pro who needs a comprehensive solution to support their full-service tax business.
$2,495
$2,345
Buy now and save through November 30, 2024
|
Drake Tax 1040
Complete tax preparation software for the pro who prepares and files individual tax returns.
$1,995
$1,875
Buy now and save through November 30, 2024
|
Pay-Per-Return
All the great features and forms of our flagship software package with the flexibility to pay as you go.
$349.99
10 individual returns included
|
| Users Included | Unlimited Users | Unlimited Users | Unlimited Users |
| Drake Accounting® & Payroll * | Bundle for savings | Bundle for savings | Add-on* |
| Data Conversion | Free | Free | Free |
| 1040, 1040-NR, 1040-SS Returns | Unlimited | Unlimited |
10 included
($39.99 each add'l)
|
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | Unlimited | $59.99 each | $59.99 each |
| Federal e-File |
|
|
|
| State Programs | All | All | All |
| States Per Return | Unlimited | Unlimited | Unlimited |
| State e-File |
|
|
|
| Cloud Hosting (Rightworks)* | $99/user/mo | $99/user/mo | $99/user/mo |
| Document Manager w/ PDF Printer |
|
|
|
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
|
|
| Customer Support (phone, email, chat) |
|
|
|
Tax Compliance
|
|||
|---|---|---|---|
| 4,300+ federal and state forms and schedules |
|
|
|
| Hundreds of return diagnostics to help ensure accuracy |
|
|
|
| Tax Planner |
|
|
|
| Part-Year and Non-Resident State Returns |
|
|
|
| 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 balances |
|
|
|
| Export K-1s from pass-through to individual returns |
|
|
|
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
|
|
| Multi-Year Comparison Report |
|
|
|
| Prior year programs 2021 & 2022 |
|
|
Add-on* |
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
|
|
| Audit Assistance & ID Theft Restoration * |
|
|
|
| Drake Portals and E-Sign * |
|
|
|
| TheTaxBook WebLibary Plus * |
|
|
|
| GruntWorx Tax Automation * |
|
|
|
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
|
|
|
Workflow Features
|
|||
| 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 |
|
|
|
|
Office Management
|
|||
| Network-ready |
|
|
|
| Multi-firm Support |
|
|
|
| Backup / Restore |
|
|
|
| Office Configurations |
|
|
|
| Tax Preparer Configurations |
|
|
|
| Multi-factor Authentication |
|
|
|
| BEST VALUE | |||
|
PRICING |
Drake Tax Pro
For the tax pro who needs a comprehensive solution to support their full-service tax business.
$2,195
$2,045
Buy now and save through November 30, 2024
|
Drake Tax 1040
Complete tax preparation software for the pro who prepares and files individual tax returns.
$1,795
$1,675
Buy now and save through November 30, 2024
|
Pay-Per-Return
All the great features and forms of our flagship software package with the flexibility to pay as you go.
$349.99
10 individual returns included
|
| Users Included | Single User | Single User | Unlimited Users |
| Drake Accounting® & Payroll * | Bundle for savings | Bundle for savings | Add-on* |
| Data Conversion | Free | Free | Free |
| 1040, 1040-NR, 1040-SS Returns | Unlimited | Unlimited |
10 included
($39.99 each add'l)
|
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | Unlimited | $59.99 each | $59.99 each |
| Federal e-File |
|
|
|
| State Programs | All | All | All |
| States Per Return | Unlimited | Unlimited | Unlimited |
| State e-File |
|
|
|
| Cloud Hosting (Rightworks)* | $99/user/mo | $99/user/mo | $99/user/mo |
| Document Manager w/ PDF Printer |
|
|
|
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
|
|
| Customer Support (phone, email, chat) |
|
|
|
|
Tax Compliance
|
|||
|---|---|---|---|
| 4,300+ federal and state forms and schedules |
|
|
|
| Hundreds of return diagnostics to help ensure accuracy |
|
|
|
| Tax Planner |
|
|
|
| Part-Year and Non-Resident State Returns |
|
|
|
| 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 balances |
|
|
|
| Export K-1s from pass-through to individual returns |
|
|
|
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
|
|
| Multi-Year Comparison Report |
|
|
|
| Prior year programs 2021 & 2022 |
|
|
Add-on* |
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
|
|
| Audit Assistance & ID Theft Restoration * |
|
|
|
| Drake Portals and E-Sign * |
|
|
|
| TheTaxBook WebLibary Plus * |
|
|
|
| GruntWorx Tax Automation * |
|
|
|
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
|
|
|
Workflow Features
|
|||
| 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 |
|
|
|
|
Office Management
|
|||
| Network-ready |
|
|
|
| Multi-firm Support |
|
||
| Backup / Restore |
|
|
|
| Office Configurations |
|
|
|
| Tax Preparer Configurations |
|
|
|
| Multi-factor Authentication |
|
|
|
| Drake Tax Pro | |||
|---|---|---|---|
|
|
$2,495
$2,345
|
||
| Users Included | Unlimited Users | ||
| Drake Accounting® & Payroll * | Bundle for savings | ||
| Data Conversion | Free | ||
| 1040, 1040-NR, 1040-SS Returns | Unlimited | ||
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | Unlimited | ||
| Federal e-File |
|
||
| State Programs | All | ||
| States Per Return | Unlimited | ||
| State e-File |
|
||
| Cloud Hosting (Rightworks)* | $99/user/mo | ||
| Document Manager w/ PDF Printer |
|
||
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
||
| Customer Support (phone, email, chat) |
|
||
|
Tax Compliance
|
|||
| 4,300+ federal and state forms and schedules |
|
||
| Hundreds of return diagnostics to help ensure accuracy |
|
||
| Tax Planner |
|
||
| Part-Year and Non-Resident State Returns |
|
||
| 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 balances |
|
||
| Export K-1s from pass-through to individual returns |
|
||
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
||
| Multi-Year Comparison Report |
|
||
| Prior year programs 2021 & 2022 |
|
||
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
||
| Audit Assistance & ID Theft Restoration * |
|
||
| Drake Portals and E-Sign * |
|
||
| TheTaxBook WebLibary Plus * |
|
||
| GruntWorx Tax Automation * |
|
||
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
||
|
Workflow Features
|
|||
| 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 |
|
||
|
Office Management
|
|||
| Network-ready |
|
||
| Multi-firm Support |
|
||
| Backup / Restore |
|
||
| Office Configurations |
|
||
| Tax Preparer Configurations |
|
||
| Multi-factor Authentication |
|
||
| Drake Tax Pro | |||
|---|---|---|---|
|
|
$2,495
$2,045
|
||
| Users Included | Single User | ||
| Drake Accounting® & Payroll * | Bundle for savings | ||
| Data Conversion | Free | ||
| 1040, 1040-NR, 1040-SS Returns | Unlimited | ||
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | Unlimited | ||
| Federal e-File |
|
||
| State Programs | All | ||
| States Per Return | Unlimited | ||
| State e-File |
|
||
| Cloud Hosting (Rightworks)* | $99/user/mo | ||
| Document Manager w/ PDF Printer |
|
||
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
||
| Customer Support (phone, email, chat) |
|
||
|
Tax Compliance
|
|||
| 4,300+ federal and state forms and schedules |
|
||
| Hundreds of return diagnostics to help ensure accuracy |
|
||
| Tax Planner |
|
||
| Part-Year and Non-Resident State Returns |
|
||
| 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 balances |
|
||
| Export K-1s from pass-through to individual returns |
|
||
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
||
| Multi-Year Comparison Report |
|
||
| Prior year programs 2021 & 2022 |
|
||
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
||
| Audit Assistance & ID Theft Restoration * |
|
||
| Drake Portals and E-Sign * |
|
||
| TheTaxBook WebLibary Plus * |
|
||
| GruntWorx Tax Automation * |
|
||
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
||
|
Workflow Features
|
|||
| 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 |
|
||
|
Office Management
|
|||
| Network-ready |
|
||
| Multi-firm Support | |||
| Backup / Restore |
|
||
| Office Configurations |
|
||
| Tax Preparer Configurations |
|
||
| Multi-factor Authentication |
|
||
| Drake Tax 1040 | |||
|---|---|---|---|
|
|
$1,995
$1,875
|
||
| Users Included | Unlimited Users | ||
| Drake Accounting® & Payroll * | Bundle for Savings | ||
| Data Conversion | Free | ||
| 1040, 1040-NR, 1040-SS Returns | Unlimited | ||
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | $59.99 each | ||
| Federal e-File |
|
||
| State Programs | All | ||
| States Per Return | Unlimited | ||
| State e-File |
|
||
| Cloud Hosting (Rightworks)* | $99/user/mo | ||
| Document Manager w/ PDF Printer |
|
||
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
||
| Customer Support (phone, email, chat) |
|
||
|
Tax Compliance
|
|||
| 4,300+ federal and state forms and schedules |
|
||
| Hundreds of return diagnostics to help ensure accuracy |
|
||
| Tax Planner |
|
||
| Part-Year and Non-Resident State Returns |
|
||
| 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 balances |
|
||
| Export K-1s from pass-through to individual returns |
|
||
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
||
| Multi-Year Comparison Report |
|
||
| Prior year programs 2021 & 2022 |
|
||
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
||
| Audit Assistance & ID Theft Restoration * |
|
||
| Drake Portals and E-Sign * |
|
||
| TheTaxBook WebLibary Plus * |
|
||
| GruntWorx Tax Automation * |
|
||
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
||
|
Workflow Features
|
|||
| Client Status Manager |
|
||
| Scheduler |
|
||
| Pre-Season Letters & Organizers |
|
||
| Email Integration |
|
||
| 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 |
|
||
|
Office Management
|
|||
| Network-ready |
|
||
| Multi-firm Support |
|
||
| Backup / Restore |
|
||
| Office Configurations |
|
||
| Tax Preparer Configurations |
|
||
| Multi-factor Authentication |
|
||
| Drake Tax 1040 | |||
|---|---|---|---|
|
|
$1,795
$1,675
|
||
| Users Included | Single User | ||
| Drake Accounting® & Payroll * | Bundle for Savings | ||
| Data Conversion | Free | ||
| 1040, 1040-NR, 1040-SS Returns | Unlimited | ||
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | $59.99 each | ||
| Federal e-File |
|
||
| State Programs | All | ||
| States Per Return | Unlimited | ||
| State e-File |
|
||
| Cloud Hosting (Rightworks)* | $99/user/mo | ||
| Document Manager w/ PDF Printer |
|
||
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
||
| Customer Support (phone, email, chat) |
|
||
|
Tax Compliance
|
|||
| 4,300+ federal and state forms and schedules |
|
||
| Hundreds of return diagnostics to help ensure accuracy |
|
||
| Tax Planner |
|
||
| Part-Year and Non-Resident State Returns |
|
||
| 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 balances |
|
||
| Export K-1s from pass-through to individual returns |
|
||
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
||
| Multi-Year Comparison Report |
|
||
| Prior year programs 2021 & 2022 |
|
||
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
||
| Audit Assistance & ID Theft Restoration * |
|
||
| Drake Portals and E-Sign * |
|
||
| TheTaxBook WebLibary Plus * |
|
||
| GruntWorx Tax Automation * |
|
||
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
||
|
Workflow Features
|
|||
| Client Status Manager |
|
||
| Scheduler |
|
||
| Pre-Season Letters & Organizers |
|
||
| Email Integration |
|
||
| 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 |
|
||
|
Office Management
|
|||
| Network-ready |
|
||
| Multi-firm Support | |||
| Backup / Restore |
|
||
| Office Configurations |
|
||
| Tax Preparer Configurations |
|
||
| Multi-factor Authentication |
|
||
| Pay-Per-Return | |||
|---|---|---|---|
|
|
$349.99
|
||
| Users Included | Unlimited Users | ||
| Drake Accounting® & Payroll * | Add-on | ||
| Data Conversion | Free | ||
| 1040, 1040-NR, 1040-SS Returns |
10 included
($39.99 each add'l)
|
||
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | $59.99 each | ||
| Federal e-File |
|
||
| State Programs | All | ||
| States Per Return | Unlimited | ||
| State e-File |
|
||
| Cloud Hosting (Rightworks)* | $99/user/mo | ||
| Document Manager w/ PDF Printer |
|
||
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
||
| Customer Support (phone, email, chat) |
|
||
|
Tax Compliance
|
|||
| 4,300+ federal and state forms and schedules |
|
||
| Hundreds of return diagnostics to help ensure accuracy |
|
||
| Tax Planner |
|
||
| Part-Year and Non-Resident State Returns |
|
||
| 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 balances |
|
||
| Export K-1s from pass-through to individual returns |
|
||
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
||
| Multi-Year Comparison Report |
|
||
| Prior year programs 2021 & 2022 | Add-on* | ||
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
||
| Audit Assistance & ID Theft Restoration * |
|
||
| Drake Portals and E-Sign * |
|
||
| TheTaxBook WebLibary Plus * |
|
||
| GruntWorx Tax Automation * |
|
||
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
||
|
Workflow Features
|
|||
| Client Status Manager |
|
||
| Scheduler |
|
||
| Pre-Season Letters & Organizers |
|
||
| Email Integration |
|
||
| 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 |
|
||
|
Office Management
|
|||
| Network-ready |
|
||
| Multi-firm Support |
|
||
| Backup / Restore |
|
||
| Office Configurations |
|
||
| Tax Preparer Configurations |
|
||
| Multi-factor Authentication |
|
||
* Additional fees apply.
Complete, all-in-one professional tax software.
Sales: (800) 890-9500
What is the difference between Single User and Multi-User?
The Single User versions of Drake Tax Pro and Drake Tax 1040 are for businesses with one tax return preparer (PTIN holder) only. Anyone with a PTIN who prepares or substantially aids in preparing tax returns is considered a tax preparer and is counted as a User. The Single User version is limited to one User. Firms with multiple tax return preparers (Users) should purchase the Multi-User version.
Support Staff are not counted as Users. This includes staff members who perform tasks such as data entry, scheduling, reporting, client services, intake, and managing client information.