TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Avii Workspace

    Score9 out of 10
    Enterprise companies (1,001+ employees)
    Avii Workspace™ is an end-to-end practice management platform for tax, audit, advisory, management consulting and compliance that provides native functionality; interconnects required or preferred SaaS and internal systems that allow API connectivity; and eliminates redundant SaaS products with their associated logins, passwords, and additional costs. Avii Workspace gives consultants and clients a single portal and a unified workspace for the functions that drive consistent workflow,…

    $55

    per user/per month

    Drake Tax

    Score7.6 out of 10
    N/ADrake Tax is a tax practice management software solution with features that help users prepare and process customers’ returns. Its scheduler enables users to manage schedules and appointments, and a front office mode is available for staff who manage appointments but don’t need access to the full Drake Tax program.N/A
    Pricing
    Avii WorkspaceDrake Tax
    Editions & Modules
    Avii Workspace
    $55.00
    per user/per month
    No answers on this topic
    Offerings
    Pricing Offerings
    Avii WorkspaceDrake Tax
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    Avii WorkspaceDrake Tax
    Likelihood to Recommend
    -
    (0 ratings)
    7.3
    (3 ratings)
    Usability
    -
    (0 ratings)
    6.7
    (3 ratings)
    User Testimonials
    Avii WorkspaceDrake Tax
    Likelihood to Recommend
    Avii
    No answers on this topic
    Drake Software
    Smaller firms and new businesses with lower up-front budget/cash flow availability. In particular with less complex returns. This is a great starter software. The desktop version is the most affordable, it can be networked. I am not familiar with their online software, but because I use a laptop, I am still able to work from anywhere. If you have more complex tax clients, then a step-up in software will likely make more sense, an UltraTax CS might be more your style. While Drake has a lot of good tools, more expensive and complex programs like UltraTax are better suited with better integrations and sometimes higher-level knowledge at your fingertips.
    Incentivized
    Read full review
    Pros
    Avii
    No answers on this topic
    Drake Software
    • Lookbacks
    • Carryforward notes.
    Incentivized
    Read full review
    Cons
    Avii
    No answers on this topic
    Drake Software
    • State and local returns - there's nothing that shows where there was data in a previous year.
    Incentivized
    Read full review
    Usability
    Avii
    No answers on this topic
    Drake Software
    You can figure most stuff out. Some stuff just is programed wrong and you can't get support to fix it for you
    Incentivized
    Read full review
    Alternatives Considered
    Avii
    No answers on this topic
    Drake Software
    Proconnect is pretty comparable to Drake Tax. I opt to use Drake tax because it is more affordable, both online and desktop, has better customer support, and it is not another Intuit product. Turbo Tax is okay for individuals or for someone doing just a few smaller returns. For complexity or larger practices, I think this tool makes no sense. It is very much part of the Intuit ecosystem and not ideal for any major complexity or larger volume of client tax returns.
    Incentivized
    Read full review
    ScreenShots

    Avii Workspace Screenshots

    Screenshot of Avii WorkspaceScreenshot of Avii Secure Document ExchangeScreenshot of Avii Project and Task ManagementScreenshot of Avii Resource Planning