Drake Tax vs. idutax

Drake Tax

12 Reviews and Ratings

idutax

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Drake Tax	Score7.7 out of 10	N/A	Drake 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
idutax	N/A	N/A	idutax — Document Request and Collection Software for Accounting Firms idutax is a document request and collection platform built specifically for accounting professionals. Instead of chasing clients through email threads, accountants send a single secure link and clients upload everything from any device — no login or app required. Key Features Document Request System: Build checklists for T1, T2, HST/GST, and other tax engagements. Send requests individually or in…	$39 per month per user

Pricing

Drake Tax

idutax

No answers on this topic

Starter: $39
per month per user
Pro: $59
per month 5 Users
Pro: $129
per month Unlimited Users

Pricing Offerings
Drake Tax	idutax
Free Trial
No	Yes
Free/Freemium Version
No	Yes
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

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User Ratings
	Drake Tax	idutax
Likelihood to Recommend	7.3 (3 ratings)	- (0 ratings)
Usability	6.7 (3 ratings)	- (0 ratings)

User Testimonials
	Drake Tax	idutax
Likelihood to Recommend	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 Brian White Owner Read full review	idutax acc No answers on this topic
Pros	Drake Software Lookbacks Carryforward notes. Incentivized Verified User Read full review	idutax acc No answers on this topic
Cons	Drake Software State and local returns - there's nothing that shows where there was data in a previous year. Incentivized Verified User Read full review	idutax acc No answers on this topic
Usability	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 Verified User Read full review	idutax acc No answers on this topic
Alternatives Considered	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 Brian White Owner Read full review	idutax acc No answers on this topic
ScreenShots		idutax Screenshots