David Corson
January 22, 2023
The professional tax software Drake Tax, produced by Drake Software and used by more than 70,000 tax and accounting firms nationwide, was voted Most Recommended to New Practice in the 2022 Journal of Accountancy Survey.
Small tax practices in particular ranked Drake Tax as their top choice, with 30% of the total survey participants choosing Drake Tax over other industry leaders. With the company’s wraparound support, it is easy to see why Drake Software is particularly helpful for small businesses in the tax industry.
Ann Campbell, CPA is a Drake Software Education Specialist with experience running a small tax practice for 20 years herself—as well as spending time as a tax-industry CFO—before joining the company.
“New entrants to the tax preparation industry not only need to learn how to use our Drake Tax software; they also need to learn tax law and procedures,” says Campbell. “Since I have practical knowledge from my own small practice, I try to incorporate that into my live classes, webcasts, and video tutorials.”
Other products and support features include the Drake Accounting bookkeeping software, an onboarding team dedicated to new users, and a course website on DrakeCPE.com that teaches tax law and other useful subjects. “Combined, I believe Drake Software offers a one-stop-shop to support a tax practice,” says Campbell.
Small practices that face industry overwhelm and lack of proper support can also benefit from the recommendation and experience of Randy Adams, EA, a longtime Drake Software user.
“I have been a Drake Software user for about 20 years,” says Adams. “I switched to Drake after about 5 years with another software. I was dismayed by the former software annual fees and lack of customer service.”
After being pointed to Drake Software by peers in the industry, Adams found exactly what he was looking for. “Drake has top-notch customer service, affordable software fees, user-friendly programs, software developers who listen to preparers and make good changes, and friendly people everywhere,” he says. “In a business world where customer service is getting down-sized, I am counting on Drake to buck the trend and maintain their number one status in this area and outshine the competition again!”
In addition to the Journal of Accountancy survey, the company also took the top spots for Federal and State Income Tax Preparation, Tax Planning Systems, and Client Portals in the CPA Practice Advisor Readers’ Choice Awards.
According to CPA Practice Advisor, “Drake Software continues to inspire the users of its tax prep, planning, and management system to turn out in high numbers to vote, resulting in another win this year, and showing the loyalty these professionals have for this company’s software.”
About Drake Software
Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake Software is also consistently recognized for excellence in quality, value, and reliability. As part of its commitment to innovation and customer success, the company has continued to expand product offerings, integrations, and customer-service efforts—more than doubling its customers over the past decade. For more information, visit www.drakesoftware.com.
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