Drake Software

Headquartered in Franklin, North Carolina, Drake Software is one of the last privately held professional tax software companies in the industry. The company’s roots go back to the 1950s, when the Drake family began operating a tax preparation practice. It was during the 1970s that Phil Drake, today the company’s CEO, wrote the first “Drake Tax Solution.” Mr. Drake continues to be active in the company’s development.

Today, Drake Software provides tax-related tools to over 30,000 tax professionals across the country. The company has a staff of programmers, including CPA and Enrolled Agents, who provide software testing.

Markets Served

Drake Software has a diverse customer base, from start-up practices preparing only a few returns to established firms with several thousand clients. Drake provides software and tools needed for office and client management.

Products

Drake Software offers packages, including the software to prepare 1040, 1120, 1065, 1041, 990, 706, and 709 forms, as well as all state returns. Electronic filing is provided for both individual and business returns. The Drake Software includes the following:

Drake Document Manager

To store client information

Client Write-Up

To manage payroll and bookkeeping

Client Status Manager

To customize client reports and track returns

Multi-Office Manager

To manage multiple offices online

Drake Tax Planner

To forecast client scenarios.

Customer Support

Drake Software customer support is located in Franklin, NC and in Sylva, NC.

Drake Software provides the best customer support in the industry, hands down. Our customers had an average wait of just 9 seconds to speak with a customer support representative during peak filing season. With a staff of over 150 dedicated support personnel, you can expect personal and timely service no matter what time of the year.

Drake Software has an online tax research with RIA, Spanish support, online forums, e-mail support, broadcast emails, and training options.