Client Dispute Manager vs. Drake Tax

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.

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• Lookbacks
• Carryforward notes.

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• State and local returns - there's nothing that shows where there was data in a previous year.

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You can figure most stuff out. Some stuff just is programed wrong and you can't get support to fix it for you

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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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info