What people complain about in Drake Tax
5 reported problems name Drake Tax as what the person is currently using. Below is what they said was missing, and what they resorted to instead.
- Complaints
- 5
- Avg severity
- 3.2/5
- Would pay to fix
- 0
- Industries
- 1
What they wish it did
Capabilities people described needing that Drake Tax does not give them, taken from the highest-scoring problems first. These are individual accounts written in each person’s own terms, so two entries may describe the same underlying gap in different words.
- Structured onboarding and training program that assigns tasks with built-in guidance and tracks progress
- Integrated review workflow tool with reviewer marketplace
- Automated TB import and adjustment tool that generates tax codes, AJEs, and adjusted TB
- Automated retirement contribution calculation and tax form population within tax software
- Automated reconciliation tool that identifies depreciation calculation differences between tax software systems
What they do instead
The manual processes people built around the gap. A long workaround list is the strongest evidence a problem is real: someone is already paying for it in time. Where several people described the same workaround, it is marked.
- asks owner for training but is told he doesn't have time
- uses Drake software with zero instruction
- Uses outside contractors for review without a streamlined process
- Manually imports trial balance into Drake and manually creates adjusting entries and adjusted TB
- manual calculation and entry of contributions
- Manually comparing numbers and trying to figure out why depreciation differs by $11
Industries
The problems themselves
Highest opportunity score first.
Junior accountant at a small CPA firm is not receiving promised mentorship, training, or diverse experience, and faces reduced hours and no benefits, threatening career progression.
4HighAccounting & BookkeepingTraining & OnboardingMentorLoopA solo tax practitioner lacks a reviewer for their tax work and needs a process or tool to ensure accuracy and compliance.
4HighAccounting & BookkeepingCompliance ManagementTaxReview SoloManual calculation and entry of retirement plan contributions in tax software like CCH Axcess and Drake is tedious and time-consuming.
3MediumAccounting & BookkeepingTax Preparation & StrategyRetireCalc ProTax professional finds existing tax preparation software clunky and slow, limiting efficiency.
2MildAccounting & BookkeepingSoftware Reliability & PerformanceTaxFlow ProAccountant struggles to reconcile depreciation figures when onboarding clients from different tax software due to software-specific depreciation calculation differences.
3MediumAccounting & BookkeepingAccount Reconciliation / Discrepancy ResolutionDepreciationBridge
Read this fairly
These are complaints, and only complaints — nobody posts to say their software worked. A high count mostly reflects how many people use Drake Tax at all, so this page is not a quality judgement and should not be read as one. What it is good for is the shape of the gaps: the specific jobs people could not get done, which are the same whether the tool is popular or not.