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jklcpa

Shopping for Drake? - member testimonials and comments

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From a post yesterday in Gen'l Chat @BrentCPA  said:

 

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 .... I am so tired of having to give my clients excuses instead of completed tax returns . . . I am 100% certain I am shopping for new software this fall.

 

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Two replies so far in response that have been copied from the original topic are:

From @JohnH :

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When shopping, try Drake.  You'll find it lightning fast and customer support is unbeatable. There's a learning curve, but nowhere near as bad as some will claim.  All  you need to do is be willing to break a few time-wasting habits, forget some bells & whistles,  and really focus on efficiency.

 

From @Tax Prep by Deb :

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Also take advantage of their trainning.  They give you sample returns and then the completed returns.  I started playing around with it in October and felt pretty prepared to start January.  I love it now!  And as was stated, support is good.  I had an issue relating to the portal.  The guy I spoke with was not able to figure it out but said he would research it and get back to me.  In the meantime I found a work around.  Didn't hear back until 3 weeks later.  I thought I was not going to hear back but I did

 

Edited by jklcpa
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In the past, they have also given - free - prior-year full function programs in case you want to run some previously-done returns of your own.  That was super-helpful to me when I switched.  Plus, when I later had a new client with many years' unfiled returns, I was able to get ALL the prior year programs for those returns for free.  I will note that was a few years ago; don't know if their policies have changed at all since then.

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I switched early in 2013 when ATX reworked the 2012 program and haven't looked back.

Some of the reasons I like Drake, not in any particular order:

  • program speed
  • update speed
  • flawless backup
  • ease of integration with document manager
  • macros
  • price
  • exceptional customer service
  • user forum with knowledgeable, helpful, supportive members

I'd suggest to anyone thinking of switching that you try to attend one of the company's presentations and obtain a trial version of the software.  The trial version I received was a full working copy of the prior year with the exception that e-filing was disabled. 

 

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1 hour ago, Catherine said:

In the past, they have also given - free - prior-year full function programs in case you want to run some previously-done returns of your own.  That was super-helpful to me when I switched.  Plus, when I later had a new client with many years' unfiled returns, I was able to get ALL the prior year programs for those returns for free.  I will note that was a few years ago; don't know if their policies have changed at all since then.

Policy is the same.

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57 minutes ago, jklcpa said:

I switched early in 2013 when ATX reworked the 2012 program and haven't looked back.

Some of the reasons I like Drake, not in any particular order:

  • program speed
  • update speed
  • flawless backup
  • ease of integration with document manager
  • macros
  • price
  • exceptional customer service
  • user forum with knowledgeable, helpful, supportive members

I'd suggest to anyone thinking of switching that you try to attend one of the company's presentations and obtain a trial version of the software.  The trial version I received was a full working copy of the prior year with the exception that e-filing was disabled. 

 

Totally agree!  I did attend one of their presentations and was totally impressed!  I had previously obtain a trial version of the software and didn't like it much, but after attending the presentation and having the ability to ask questions and see live demonstrations I was sold! 

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I switched from ATX for 2013 tax year same as jklcpa. I much prefer Drake for the same reasons as the others have mentioned. It is nice not to be afraid to do an update. Also, most updates take less than 15 seconds.

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I have to jump in this thread. I too made the switch but not until 2015 and don't regret it one bit. Also, Drake has not increased prices since I have been with them and the early discount is awesome. Already renewed again this year before May 31 to save the 400.00. 

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22 hours ago, Terry D said:

the early discount is awesome

It's an actual, honest-to-goodness, *worth* your time and effort discount, for sure!

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@Anthony I moved your question on preparing 1099s in Drake Accounting to a topic of its own that can be found in this subforum in case others chime in on their favorite 1099 prep software.
 

 

Edited by jklcpa
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