{"id":1003,"date":"2022-01-07T11:54:17","date_gmt":"2022-01-07T16:54:17","guid":{"rendered":"https:\/\/verito.com\/blog\/?p=1003"},"modified":"2026-12-19T05:06:48","modified_gmt":"2026-12-19T10:06:48","slug":"drake-tax-software","status":"publish","type":"post","link":"https:\/\/verito.com\/blog\/drake-tax-software\/","title":{"rendered":"Drake Tax Software | 2026 Update"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"h-drake-tax-software-features-add-ons-pricing-and-more\"><span id=\"drake-tax-software-features-add-ons-pricing-and-more\">Drake Tax Software: Features, Add-Ons, Pricing, and More<\/span><\/h2>\n\n\n\n<p><strong>Executive Summary<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Trusted by over 64,000 tax professionals<\/strong> and used to process more than 33 million accepted returns annually.<\/li>\n\n\n\n<li><strong>Flexible pricing<\/strong> starts at $349.99 for pay-per-return and offers unlimited user options at competitive rates.<\/li>\n\n\n\n<li><strong>Comprehensive feature set<\/strong> includes multi-state returns, automated data flow, and robust document management.<\/li>\n\n\n\n<li><strong>Award-winning platform<\/strong> recognized by CPA Practice Advisor, AICPA, and NATP for reliability and value.<\/li>\n\n\n\n<li><strong>Seamless cloud hosting with <a href=\"http:\/\/Verito.com\" target=\"_blank\" rel=\"nofollow\" >Verito<\/a><\/strong> delivers 99.999% uptime, daily backups, and enterprise-grade security for tax and accounting firms.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-drake-tax-software\"><span id=\"what-is-drake-tax-software\">What Is Drake Tax Software?<\/span><\/h2>\n\n\n\n<p>Drake Tax Software is a professional tax practice management solution designed to help tax professionals and accounting firms efficiently prepare, file, and manage federal and state tax returns for individuals and businesses. Since its introduction in 1977, Drake Tax has become a staple in the industry, known for its reliability, affordability, and comprehensive capabilities. The software is developed by Drake Software, headquartered in Franklin, NC, and is supported by a team of over 600 employees.<\/p>\n\n\n\n<p><strong>Why it matters:<\/strong><br>Tax season brings tight deadlines, complex compliance requirements, and the need for absolute accuracy. Drake Tax Software addresses these challenges with a robust set of features and flexible deployment options, making it a top choice for firms seeking efficiency and peace of mind.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-features-of-drake-tax-software\"><span id=\"key-features-of-drake-tax-software\">Key Features of Drake Tax Software<\/span><\/h2>\n\n\n\n<p>Drake Tax stands out for its depth and breadth of features, designed to streamline every aspect of tax preparation and client management. Read about <a href=\"https:\/\/verito.com\/blog\/drake-software-features\/\" target=\"_blank\" rel=\"dofollow\" >5 Powerful Drake Software features<\/a> to recharge your Accounting strategy.<\/p>\n\n\n\n<p><strong>Core Features:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Fast, accurate calculations<\/strong> for quick tax preparation.<\/li>\n\n\n\n<li><strong>Shortcut keys and macros<\/strong> to speed up data entry.<\/li>\n\n\n\n<li><strong>Automatic data flow<\/strong> from federal to state and city returns.<\/li>\n\n\n\n<li><strong>Multi-state return support<\/strong> without extra modules or fees.<\/li>\n\n\n\n<li><strong>LinkBacks<\/strong> for easy cross-referencing of data.<\/li>\n\n\n\n<li><strong>DoubleCheck<\/strong> to flag, verify, or note items for review.<\/li>\n\n\n\n<li><strong>Drake Documents<\/strong> for secure storage of tax forms and client files.<\/li>\n\n\n\n<li><strong>Integrated payment processing<\/strong> for credit and debit cards.<\/li>\n\n\n\n<li><strong>Drake Tax Planner<\/strong> and <strong>Quick Estimator<\/strong> for scenario planning.<\/li>\n\n\n\n<li><strong>Amortization schedules<\/strong> and <strong>K-1 reporting<\/strong>.<\/li>\n\n\n\n<li><strong>Print to PDF<\/strong> and organized return viewing.<\/li>\n\n\n\n<li><strong>Scenario planning<\/strong> for complex client needs.<\/li>\n<\/ul>\n\n\n\n<p><strong>System Recommendations:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Parameter<\/th><th>Recommendation<\/th><\/tr><\/thead><tbody><tr><td>OS<\/td><td>Windows 10 Pro, 64-bit<\/td><\/tr><tr><td>RAM<\/td><td>At least 4GB<\/td><\/tr><tr><td>Processor<\/td><td>2.0 GHz or faster<\/td><\/tr><tr><td>Hard drive space<\/td><td>At least 2GB (SSD recommended)<\/td><\/tr><tr><td>Internet<\/td><td>High-speed for optimal performance<\/td><\/tr><tr><td>Printer<\/td><td>Windows GDI or laser printer<\/td><\/tr><tr><td>.NET Framework<\/td><td>Version 4.7 or higher<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><em>Example: A mid-sized CPA firm uses Drake Tax\u2019s multi-state return feature to handle clients with operations in several states, saving hours of manual data entry and reducing errors.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-add-ons-and-complementary-tools\"><span id=\"add-ons-and-complementary-tools\">Add-Ons and Complementary Tools<\/span><\/h2>\n\n\n\n<p>Drake Tax offers a suite of add-ons to extend its core functionality and adapt to the unique needs of each firm.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Add-On<\/th><th>Use Case<\/th><\/tr><\/thead><tbody><tr><td>Drake Accounting<\/td><td>Integrated accounting and payroll<\/td><\/tr><tr><td>Drake Portals (SecureFilePro)<\/td><td>Secure file exchange with clients<\/td><\/tr><tr><td>GruntWorx<\/td><td>Automated data entry and document organization within Drake Documents<\/td><\/tr><tr><td>E-Pay<\/td><td>Accept payments via credit\/debit cards<\/td><\/tr><tr><td>Tax Payment Options<\/td><td>Flexible payment solutions for clients<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Why add-ons matter:<\/strong><br>These tools help firms centralize their workflow, automate repetitive tasks, and maintain secure, compliant client communications.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-drake-tax-software-pricing-what-should-you-expect\"><span id=\"drake-tax-software-pricing-what-should-you-expect\">Drake Tax Software Pricing: What Should You Expect?<\/span><\/h2>\n\n\n\n<p>Drake Tax offers several pricing models to fit the needs of solo practitioners, small firms, and large practices.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Package<\/th><th>Price (2026)<\/th><th>Features Included<\/th><th>Users<\/th><\/tr><\/thead><tbody><tr><td>Pay-Per-Return<\/td><td>$349.99 (10 returns)<\/td><td>All features, pay as you go<\/td><td>Unlimited<\/td><\/tr><tr><td>1040 Complete<\/td><td>$1,875\u2013$1,995<\/td><td>Unlimited individual returns<\/td><td>Unlimited<\/td><\/tr><tr><td>Pro Bundle<\/td><td>$2,345\u2013$2,495<\/td><td>Full-service tax and accounting, unlimited users<\/td><td>Unlimited<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Value for money:<\/strong> 69% of reviewers rate Drake Tax positively for its affordability and flexibility, especially the unlimited version and pay-per-return options.<\/li>\n\n\n\n<li><strong>Free data conversion<\/strong> is included with all packages, making migration straightforward.<\/li>\n<\/ul>\n\n\n\n<p>You can read <a href=\"https:\/\/verito.com\/blog\/all-about-drake-cloud-hosting-and-its-impact-on-your-business-growth\/\" target=\"_blank\" rel=\"dofollow\" >All About Drake Cloud Hosting<\/a> to make a well-informed decision for your Tax and Accounting business.<\/p>\n\n\n\n<p><em>Note: Pricing may vary based on promotions and the number of returns. Always check the latest rates directly with Drake Software.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-host-drake-tax-software-in-the-cloud\"><span id=\"why-host-drake-tax-software-in-the-cloud\">Why Host Drake Tax Software in the Cloud?<\/span><\/h2>\n\n\n\n<p>While Drake Tax is a desktop application, hosting it on a dedicated cloud server unlocks new levels of flexibility, security, and performance\u2014especially for firms with remote teams or multiple locations.<\/p>\n\n\n\n<p><strong>Key Benefits of Cloud Hosting:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Access Drake Tax from anywhere<\/strong> \u2014 no more being tied to a single workstation.<\/li>\n\n\n\n<li><strong>99.999% uptime guarantee<\/strong> with Verito\u2019s <a href=\"http:\/\/Verito.com\/veritspace\" target=\"_blank\" rel=\"nofollow\" >VeritSpace<\/a> <a href=\"https:\/\/verito.com\/veritspace-pricing\" target=\"_blank\" rel=\"dofollow noreferrer noopener\">dedicated private server hosting<\/a>.<\/li>\n\n\n\n<li><strong>Daily rolling backups<\/strong> and 2FA for unmatched data protection.<\/li>\n\n\n\n<li><strong>Seamless, secure migrations<\/strong> \u2014 often completed in under 72 hours.<\/li>\n\n\n\n<li><a href=\"https:\/\/verito.com\/blog\/soc-2-compliance\/\" target=\"_blank\" rel=\"dofollow\" ><strong>SOC 2 Type II compliant<\/strong><\/a><strong> infrastructure<\/strong> to meet <a href=\"https:\/\/verito.com\/blog\/irs-compliance-for-accounting-firms-and-cpas\/\" target=\"_blank\" rel=\"dofollow\" >IRS<\/a> and <a href=\"https:\/\/verito.com\/blog\/how-to-comply-with-ftc-safeguards-rule\/\" target=\"_blank\" rel=\"dofollow\" >FTC standards<\/a>.<\/li>\n<\/ul>\n\n\n\n<p>To support continuity requirements, configure <a href=\"https:\/\/verito.com\/managed-backup-services\" target=\"_blank\" rel=\"dofollow\" >managed backup and instant recovery<\/a> with defined RPO\/RTO and periodic restore drills.<\/p>\n\n\n\n<p>Explore <a href=\"https:\/\/verito.com\/blog\/benefits-of-drake-tax-software-hosting\/\" target=\"_blank\" rel=\"dofollow\" >Benefits of Drake Tax Software Hosting<\/a> in-depth and know how it can energize your Accounting business.<\/p>\n\n\n\n<p><strong>Verito\u2019s Advantage:<\/strong><br>Verito specializes in <a href=\"https:\/\/verito.com\/drake-tax-software-hosting\" target=\"_blank\" rel=\"dofollow noreferrer noopener\">hosting Drake Tax<\/a> and other leading <a href=\"https:\/\/verito.com\/tax-software-hosting\" target=\"_blank\" rel=\"dofollow noreferrer noopener\">tax and accounting software<\/a> on isolated, always-on servers. With <a href=\"https:\/\/verito.com\/veritguard\" target=\"_blank\" rel=\"dofollow\" >VeritGuard<\/a> managed IT services, you get 24\/7 U.S.-based <a href=\"https:\/\/verito.com\/it-support-for-accounting-firms\" target=\"_blank\" rel=\"dofollow noreferrer noopener\">support<\/a>, proactive threat monitoring, and rapid issue resolution so your team can focus on clients, not IT headaches.<\/p>\n\n\n\n<p><em>Example: During peak tax season, a firm using Verito\u2019s cloud hosting experiences zero downtime, even as user demand surges, thanks to dedicated resources and proactive IT management.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-does-drake-tax-compare-to-other-tax-software\"><span id=\"how-does-drake-tax-compare-to-other-tax-software\">How Does Drake Tax Compare to Other Tax Software?<\/span><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Criteria<\/th><th>Drake Tax<\/th><th>Other Leading Tax Software<\/th><\/tr><\/thead><tbody><tr><td>Pricing Flexibility<\/td><td>Pay-per-return, unlimited<\/td><td>Often higher base cost, fewer flexible options<\/td><\/tr><tr><td>Multi-State Returns<\/td><td>Included<\/td><td>May require add-ons<\/td><\/tr><tr><td>User Limitations<\/td><td>Unlimited users<\/td><td>Often per-user pricing<\/td><\/tr><tr><td>Cloud Hosting Support<\/td><td>Supported via partners<\/td><td>Varies, not always available<\/td><\/tr><tr><td>Compliance Standards<\/td><td>SOC 2, IRS, FTC ready<\/td><td>Varies by provider<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Best for:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Firms seeking cost-effective, scalable tax software.<\/li>\n\n\n\n<li>Practices needing multi-state and multi-user support.<\/li>\n\n\n\n<li>Teams prioritizing secure, compliant cloud access.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-awards-and-industry-recognition\"><span id=\"awards-and-industry-recognition\">Awards and Industry Recognition<\/span><\/h2>\n\n\n\n<p>Drake Tax Software is consistently recognized for its value, reliability, and user satisfaction:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2021 Reader\u2019s Choice Award<\/strong> (CPA Practice Advisor)<\/li>\n\n\n\n<li><strong>2020 Tax Software Survey Award<\/strong> (AICPA\/The Tax Adviser)<\/li>\n\n\n\n<li><strong>2020 Tax Software Survey Award<\/strong> (NATP)<\/li>\n\n\n\n<li><strong>2020 Annual Survey of NY State Practitioners<\/strong> (CPA Journal)<\/li>\n\n\n\n<li><strong>2021 Tax Software Survey<\/strong> (Journal of Accountancy and Tax Adviser)<\/li>\n<\/ul>\n\n\n\n<p>These accolades reflect Drake Tax\u2019s commitment to serving the evolving needs of tax professionals.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\"><span id=\"frequently-asked-questions\">Frequently Asked Questions<\/span><\/h2>\n\n\n\n<p><strong>Is Drake Tax the best tax software solution?<\/strong><br>Drake Tax is widely regarded as one of the best options for tax professionals, thanks to its comprehensive features, flexible pricing, and strong industry reputation.<\/p>\n\n\n\n<p><strong>Who uses Drake Tax software?<\/strong><br>More than 64,000 tax professionals and firms nationwide rely on Drake Tax for their tax preparation and filing needs.<\/p>\n\n\n\n<p><strong>What is pay-per-return pricing?<\/strong><br>This model allows you to pay only for the returns you file, making it ideal for smaller practices or those with variable workloads.<\/p>\n\n\n\n<p><strong>Is Drake Tax cloud-based?<\/strong><br>Drake Tax is a desktop application, but you can host it securely in the cloud with a provider like Verito for remote access and enhanced security.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-takeaways\"><span id=\"key-takeaways\">Key Takeaways<\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Drake Tax Software<\/strong> delivers robust, affordable tax preparation tools trusted by thousands of professionals.<\/li>\n\n\n\n<li><strong>Flexible pricing<\/strong> and unlimited user support make it accessible for firms of all sizes.<\/li>\n\n\n\n<li>Cloud hosting with Verito provides unmatched uptime, security, and <a href=\"https:\/\/verito.com\/written-information-security-plan\" target=\"_blank\" rel=\"dofollow noreferrer noopener\">compliance<\/a> for tax and accounting firms.<\/li>\n\n\n\n<li><strong>Award-winning platform<\/strong> recognized for reliability, value, and user satisfaction.<\/li>\n<\/ul>\n\n\n\n<p><strong>Ready to experience secure, always-on Drake Tax Software hosting?<\/strong><br>Contact Verito to <a href=\"https:\/\/verito.com\/veritspace-demo\" target=\"_blank\" rel=\"dofollow noreferrer noopener\">schedule a demo<\/a> or get started with a <a href=\"https:\/\/verito.com\/managed-hosting-trial\" target=\"_blank\" rel=\"dofollow noreferrer noopener\">risk-free trial<\/a>.<\/p>\n\n\n\n<p><strong>It just works. Securely.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"Drake Tax Software: Features, Add-Ons, Pricing, and More Executive Summary What Is Drake Tax Software? Drake Tax Software&hellip;\n","protected":false},"author":5,"featured_media":997,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[29],"tags":[],"class_list":{"0":"post-1003","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-tax-software-hosting"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.1 (Yoast SEO v27.1.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Drake Tax Software | 2026 Update<\/title>\n<meta name=\"description\" content=\"Drake tax software is a tax practice management solution to help tax professionals analyze tax years and prepare returns.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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