Drake Tax vs. OpenText Content Suite Platform

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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Great for content management and records even for organizations whose staff are not much experienced in the technical backgrounds as it's easy to use and no previous knowledge on HTML is required. It is great for storing invoices and payment proofs and for organizations dealing with global clients for general use documents.

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• Lookbacks
• Carryforward notes.

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• Document Management is being done well since it allows you to put in a corporate folder structure that applies to the business unit you currently work in.
• Records Management works well in this organisation as it allows you to classify the document according to the file plan, as well as manage it according to the retention schedule for tat file plan.
• The ability to collaborate on files works really well. You can share with users within your group, as well as allow other users access to the files for either read access to read/write access.
• Access control of the folder and even individual files allows you to ensure only necessary people can have the right type of access. This is especially welcome in the government environment where document management is of utmost importance.

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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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• The user interface and configurability of that interface lack a lot of flexibility and modern tools.
• There needs to be stronger and more powerful integration to electronic forms and workflow capabilities which are core to modern ECM.
• Management of audit and content history needs to be modernized and made more dynamic and sustainable.

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The staff is comfortable with it and I doubt they'd change at this point.

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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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Strong for Core Content and Records Management
Effective for Non-Technical Users (with the right configuration)

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I never had any issues with access internally or via VPN. But, the response via VPN, was a bit slow.

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• I used OpenText nearly every day and I never had any performance issues that I can recall. That said, it's not terribly fast either.

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OpenText has an outstanding support and knowledge base. All problems which couldn't be solved by us (high complexity cases) were promptly resolved and the resolution also shared with us.

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No, it's pretty easy to implement and use.

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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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Having used OpenText Content Suite for a long time, I can say it stands the competition. It offers many versions which is unlike many products in its category. Also, while it is not affordable, I believe the cost is justified considering what a business can achieve with this software.

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• With OpenText Content Suite, we can easily keep documents safe
• Document collaboration is easy with OpenText
• We can easily handle invoicing and automation thanks to features such as content capture and imaging.
• With OpenText Content Suite, there is better file sync and archiving

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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