We switched from Ultra TAX to Drake two seasons ago. We have been pretty happy with the software doing 1040's but are having a terrible time with Corporate returns. Our challenge has been with getting clients year end trial balance out of Quickbooks into Drake. Last year we did the spreadsheet export than import into CWU. We then had to do all the tax coding. After last year we spent a considerable amount of labor putting together a suggested process and sent it to Drake. They acknowledged but never responded with a solution, This we have spent 100's of hours trying to find a way to get the year end QB numbers into Drake without losing the tax coding. We once again developed a work around and sent a suggested process to Drake. They rejected our plea to open the starting balances on the accounts field so we can get good starting numbers. We are absolutely frustrated and exhausted and the Management at Drake will not even respond to us we even offered to pay for some of the programming cost. We are a medium size firm with three offices and 10 staff members preparing returns. We do a lot of 1065's, 1120,1120S, 1040NR's, 990 and a few 5500's . Is there anyone out there that is using Drake and CWU for Corporate tax preparing if so how are you getting the QB's data into Drakes system? We fear we have made a huge mistake and are now dreading a software change after the 2015 season.
Anybody who has successfully used Drake to do complex business returns out there? We would desperately like to hear from you.
Tim
Certified Public Accountants of Florida
