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All-in-one tax preparation software for CPAs and EAs handling federal, state, 1040, and business returns with e-file and practice tools.

Pricing

Starts at $1,695/yr

Founded

1977

Team size

201-500 employees

Headquarters

Franklin, NC

At a glance

Best for

Solo / freelancer, Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)

Pricing model

Tiered plans

Try before you buy

Integrates with

Drake AccountingDrake PayrollDrake WorkflowDrake PortalsDrake E Sign+4

Security

SOC 2

About Drake Tax

All-in-one tax preparation software for CPAs and EAs handling federal, state, 1040, and business returns with e-file and practice tools.

Buyer Fit & Positioning

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

SOC 2

SLA uptime target: Not specified

Security review turnaround: Not specified

DPA available: Not specified

Pricing

Commercial model

Pricing model: Tiered plans

Free trial: Yes

Free plan: Not specified

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Solo / freelancerStartup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections