Looking for an online version? Try Drake Tax Online →
| BEST VALUE | |||
PRICING |
Drake Tax Pro
For the tax pro who needs a comprehensive solution to support their full-service tax business.
$2,695
$2,545
|
Drake Tax 1040
Complete tax preparation software for the pro who prepares and files individual tax returns.
$2,145
$2,025
|
Pay-Per-Return
All the great features and forms of our flagship software package with the flexibility to pay as you go.
$359.99
10 individual returns included
|
| Users Included | Unlimited Users | Unlimited Users | Unlimited Users |
| Drake Accounting® & Payroll * | Bundle for savings | Bundle for savings | Add-on* |
| Data Conversion | Free | Free | Free |
| 1040, 1040-NR, 1040-SS Returns | Unlimited | Unlimited |
10 included
($42.99 each add'l)
|
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | Unlimited | $64.99 each | $64.99 each |
| Federal e-File |
|
|
|
| State Programs | All | All | All |
| States Per Return | Unlimited | Unlimited | Unlimited |
| State e-File |
|
|
|
| Cloud Hosting (Rightworks)* | $104/user/mo | $104/user/mo | $104/user/mo |
| Document Manager w/ PDF Printer |
|
|
|
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
|
|
| Customer Support (phone, email, chat) |
|
|
|
Tax Compliance
|
|||
|---|---|---|---|
| 4,300+ federal and state forms and schedules |
|
|
|
| Hundreds of return diagnostics to help ensure accuracy |
|
|
|
| Tax Planner |
|
|
|
| Part-Year and Non-Resident State Returns |
|
|
|
| Print Key Forms in Spanish |
|
|
|
| Filing Status Optimization |
|
|
|
| Fixed Asset Reports |
|
|
|
| Form 114 FinCEN (E-file) |
|
|
|
| Forms 5471, 4720, 3115, and 1118 |
|
|
|
| Import 4562 assets, 8948 transactions, and trial balances |
|
|
|
| Export K-1s from pass-through to individual returns |
|
|
|
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
|
|
| Multi-Year Comparison Report |
|
|
|
| 2024 Pay-Per-Return Program |
|
|
|
| Prior-year programs 2022 & 2023 |
|
|
|
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
|
|
| Audit Assistance & ID Theft Restoration * |
|
|
|
| Drake Portals and E-Sign * |
|
|
|
| TheTaxBook WebLibrary Plus * |
|
|
|
| GruntWorx Tax Automation * |
|
|
|
|
Drake Pay™ - Accept Credit, Debit, ACH and Contactless Payments* |
|
|
|
|
Workflow Features
|
|||
| Client Status Manager |
|
|
|
| Scheduler |
|
|
|
| Pre-Season Letters & Organizers |
|
|
|
| Autofill Employer, Payer, and Provider data from EIN database |
|
|
|
| DoubleCheck – Intuitive Review & Verify System |
|
|
|
| LookBack – Compare to Prior-year Form Entry |
|
|
|
| LinkBacks – Quick Link from Diagnostic to Source |
|
|
|
| Client Presentation |
|
|
|
|
Office Management
|
|||
| Network-ready |
|
|
|
| Multi-firm Support |
|
|
|
| Backup / Restore |
|
|
|
| Office Configurations |
|
|
|
| Tax Preparer Configurations |
|
|
|
| Multi-factor Authentication |
|
|
|
| BEST VALUE | |||
|
PRICING |
Drake Tax Pro
For the tax pro who needs a comprehensive solution to support their full-service tax business.
$2,345
$2,195
|
Drake Tax 1040
Complete tax preparation software for the pro who prepares and files individual tax returns.
$1,945
$1,825
|
Pay-Per-Return
All the great features and forms of our flagship software package with the flexibility to pay as you go.
$359.99
10 individual returns included
|
| Users Included | Single User | Single User | Unlimited Users |
| Drake Accounting® & Payroll * | Bundle for savings | Bundle for savings | Add-on* |
| Data Conversion | Free | Free | Free |
| 1040, 1040-NR, 1040-SS Returns | Unlimited | Unlimited |
10 included
($42.99 each add'l)
|
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | Unlimited | $64.99 each | $64.99 each |
| Federal e-File |
|
|
|
| State Programs | All | All | All |
| States Per Return | Unlimited | Unlimited | Unlimited |
| State e-File |
|
|
|
| Cloud Hosting (Rightworks)* | $104/user/mo | $104/user/mo | $104/user/mo |
| Document Manager w/ PDF Printer |
|
|
|
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
|
|
| Customer Support (phone, email, chat) |
|
|
|
|
Tax Compliance
|
|||
|---|---|---|---|
| 4,300+ federal and state forms and schedules |
|
|
|
| Hundreds of return diagnostics to help ensure accuracy |
|
|
|
| Tax Planner |
|
|
|
| Part-Year and Non-Resident State Returns |
|
|
|
| Print Key Forms in Spanish |
|
|
|
| Filing Status Optimization |
|
|
|
| Fixed Asset Reports |
|
|
|
| Form 114 FinCEN (E-file) |
|
|
|
| Forms 5471, 4720, 3115, and 1118 |
|
|
|
| Import 4562 assets, 8948 transactions, and trial balances |
|
|
|
| Export K-1s from pass-through to individual returns |
|
|
|
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
|
|
| Multi-Year Comparison Report |
|
|
|
| 2024 Pay-Per-Return Program |
|
|
|
| Prior-year programs 2022 & 2023 |
|
|
|
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
|
|
| Audit Assistance & ID Theft Restoration * |
|
|
|
| Drake Portals and E-Sign * |
|
|
|
| TheTaxBook WebLibrary Plus * |
|
|
|
| GruntWorx Tax Automation * |
|
|
|
|
Drake Pay™ - Accept Credit, Debit, ACH and Contactless Payments* |
|
|
|
|
Workflow Features
|
|||
| Client Status Manager |
|
|
|
| Scheduler |
|
|
|
| Pre-Season Letters & Organizers |
|
|
|
| Autofill Employer, Payer, and Provider data from EIN database |
|
|
|
| DoubleCheck – Intuitive Review & Verify System |
|
|
|
| LookBack – Compare to Prior-year Form Entry |
|
|
|
| LinkBacks – Quick Link from Diagnostic to Source |
|
|
|
| Client Presentation |
|
|
|
|
Office Management
|
|||
| Network-ready |
|
|
|
| Multi-firm Support |
|
||
| Backup / Restore |
|
|
|
| Office Configurations |
|
|
|
| Tax Preparer Configurations |
|
|
|
| Multi-factor Authentication |
|
|
|
| Drake Tax Pro | |||
|---|---|---|---|
|
|
$2,695
$2,545
|
||
| Users Included | Unlimited Users | ||
| Drake Accounting® & Payroll * | Bundle for savings | ||
| Data Conversion | Free | ||
| 1040, 1040-NR, 1040-SS Returns | Unlimited | ||
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | Unlimited | ||
| Federal e-File |
|
||
| State Programs | All | ||
| States Per Return | Unlimited | ||
| State e-File |
|
||
| Cloud Hosting (Rightworks)* | $104/user/mo | ||
| Document Manager w/ PDF Printer |
|
||
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
||
| Customer Support (phone, email, chat) |
|
||
|
Tax Compliance
|
|||
| 4,300+ federal and state forms and schedules |
|
||
| Hundreds of return diagnostics to help ensure accuracy |
|
||
| Tax Planner |
|
||
| Part-Year and Non-Resident State Returns |
|
||
| Print Key Forms in Spanish |
|
||
| Filing Status Optimization |
|
||
| Fixed Asset Reports |
|
||
| Form 114 FinCEN (E-file) |
|
||
| Forms 5471, 4720, 3115, and 1118 |
|
||
| Import 4562 assets, 8948 transactions, and trial balances |
|
||
| Export K-1s from pass-through to individual returns |
|
||
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
||
| Multi-Year Comparison Report |
|
||
| 2024 Pay-Per-Return Program |
|
||
| Prior-year programs 2022 & 2023 |
|
||
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
||
| Audit Assistance & ID Theft Restoration * |
|
||
| Drake Portals and E-Sign * |
|
||
| TheTaxBook WebLibrary Plus * |
|
||
| GruntWorx Tax Automation * |
|
||
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
||
|
Workflow Features
|
|||
| Client Status Manager |
|
||
| Scheduler |
|
||
| Pre-Season Letters & Organizers |
|
||
| Autofill Employer, Payer, and Provider data from EIN database |
|
||
| DoubleCheck – Intuitive Review & Verify System |
|
||
| LookBack – Compare to Prior-year Form Entry |
|
||
| LinkBacks – Quick Link from Diagnostic to Source |
|
||
| Client Presentation |
|
||
|
Office Management
|
|||
| Network-ready |
|
||
| Multi-firm Support |
|
||
| Backup / Restore |
|
||
| Office Configurations |
|
||
| Tax Preparer Configurations |
|
||
| Multi-factor Authentication |
|
||
| Drake Tax Pro | |||
|---|---|---|---|
|
|
$2,345
$2,195
|
||
| Users Included | Single User | ||
| Drake Accounting® & Payroll * | Bundle for savings | ||
| Data Conversion | Free | ||
| 1040, 1040-NR, 1040-SS Returns | Unlimited | ||
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | Unlimited | ||
| Federal e-File |
|
||
| State Programs | All | ||
| States Per Return | Unlimited | ||
| State e-File |
|
||
| Cloud Hosting (Rightworks)* | $104/user/mo | ||
| Document Manager w/ PDF Printer |
|
||
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
||
| Customer Support (phone, email, chat) |
|
||
|
Tax Compliance
|
|||
| 4,300+ federal and state forms and schedules |
|
||
| Hundreds of return diagnostics to help ensure accuracy |
|
||
| Tax Planner |
|
||
| Part-Year and Non-Resident State Returns |
|
||
| Print Key Forms in Spanish |
|
||
| Filing Status Optimization |
|
||
| Fixed Asset Reports |
|
||
| Form 114 FinCEN (E-file) |
|
||
| Forms 5471, 4720, 3115, and 1118 |
|
||
| Import 4562 assets, 8948 transactions, and trial balances |
|
||
| Export K-1s from pass-through to individual returns |
|
||
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
||
| Multi-Year Comparison Report |
|
||
| 2024 Pay-Per-Return Program |
|
||
| Prior-year programs 2022 & 2023 |
|
||
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
||
| Audit Assistance & ID Theft Restoration * |
|
||
| Drake Portals and E-Sign * |
|
||
| TheTaxBook WebLibrary Plus * |
|
||
| GruntWorx Tax Automation * |
|
||
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
||
|
Workflow Features
|
|||
| Client Status Manager |
|
||
| Scheduler |
|
||
| Pre-Season Letters & Organizers |
|
||
| Autofill Employer, Payer, and Provider data from EIN database |
|
||
| DoubleCheck – Intuitive Review & Verify System |
|
||
| LookBack – Compare to Prior-year Form Entry |
|
||
| LinkBacks – Quick Link from Diagnostic to Source |
|
||
| Client Presentation |
|
||
|
Office Management
|
|||
| Network-ready |
|
||
| Multi-firm Support | |||
| Backup / Restore |
|
||
| Office Configurations |
|
||
| Tax Preparer Configurations |
|
||
| Multi-factor Authentication |
|
||
| Drake Tax 1040 | |||
|---|---|---|---|
|
|
$2,145
$2,025
|
||
| Users Included | Unlimited Users | ||
| Drake Accounting® & Payroll * | Bundle for Savings | ||
| Data Conversion | Free | ||
| 1040, 1040-NR, 1040-SS Returns | Unlimited | ||
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | $64.99 each | ||
| Federal e-File |
|
||
| State Programs | All | ||
| States Per Return | Unlimited | ||
| State e-File |
|
||
| Cloud Hosting (Rightworks)* | $104/user/mo | ||
| Document Manager w/ PDF Printer |
|
||
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
||
| Customer Support (phone, email, chat) |
|
||
|
Tax Compliance
|
|||
| 4,300+ federal and state forms and schedules |
|
||
| Hundreds of return diagnostics to help ensure accuracy |
|
||
| Tax Planner |
|
||
| Part-Year and Non-Resident State Returns |
|
||
| Print Key Forms in Spanish |
|
||
| Filing Status Optimization |
|
||
| Fixed Asset Reports |
|
||
| Form 114 FinCEN (E-file) |
|
||
| Forms 5471, 4720, 3115, and 1118 |
|
||
| Import 4562 assets, 8948 transactions, and trial balances |
|
||
| Export K-1s from pass-through to individual returns |
|
||
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
||
| Multi-Year Comparison Report |
|
||
| 2024 Pay-Per-Return Program |
|
||
| Prior-year programs 2022 & 2023 |
|
||
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
||
| Audit Assistance & ID Theft Restoration * |
|
||
| Drake Portals and E-Sign * |
|
||
| TheTaxBook WebLibrary Plus * |
|
||
| GruntWorx Tax Automation * |
|
||
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
||
|
Workflow Features
|
|||
| Client Status Manager |
|
||
| Scheduler |
|
||
| Pre-Season Letters & Organizers |
|
||
| Email Integration |
|
||
| Autofill Employer, Payer, and Provider data from EIN database |
|
||
| DoubleCheck – Intuitive Review & Verify System |
|
||
| LookBack – Compare to Prior-year Form Entry |
|
||
| LinkBacks – Quick Link from Diagnostic to Source |
|
||
| Client Presentation |
|
||
|
Office Management
|
|||
| Network-ready |
|
||
| Multi-firm Support |
|
||
| Backup / Restore |
|
||
| Office Configurations |
|
||
| Tax Preparer Configurations |
|
||
| Multi-factor Authentication |
|
||
| Drake Tax 1040 | |||
|---|---|---|---|
|
|
$1,945
$1,825
|
||
| Users Included | Single User | ||
| Drake Accounting® & Payroll * | Bundle for Savings | ||
| Data Conversion | Free | ||
| 1040, 1040-NR, 1040-SS Returns | Unlimited | ||
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | $64.99 each | ||
| Federal e-File |
|
||
| State Programs | All | ||
| States Per Return | Unlimited | ||
| State e-File |
|
||
| Cloud Hosting (Rightworks)* | $104/user/mo | ||
| Document Manager w/ PDF Printer |
|
||
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
||
| Customer Support (phone, email, chat) |
|
||
|
Tax Compliance
|
|||
| 4,300+ federal and state forms and schedules |
|
||
| Hundreds of return diagnostics to help ensure accuracy |
|
||
| Tax Planner |
|
||
| Part-Year and Non-Resident State Returns |
|
||
| Print Key Forms in Spanish |
|
||
| Filing Status Optimization |
|
||
| Fixed Asset Reports |
|
||
| Form 114 FinCEN (E-file) |
|
||
| Forms 5471, 4720, 3115, and 1118 |
|
||
| Import 4562 assets, 8948 transactions, and trial balances |
|
||
| Export K-1s from pass-through to individual returns |
|
||
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
||
| Multi-Year Comparison Report |
|
||
| 2024 Pay-Per-Return Program |
|
||
| Prior-year programs 2022 & 2023 |
|
||
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
||
| Audit Assistance & ID Theft Restoration * |
|
||
| Drake Portals and E-Sign * |
|
||
| TheTaxBook WebLibrary Plus * |
|
||
| GruntWorx Tax Automation * |
|
||
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
||
|
Workflow Features
|
|||
| Client Status Manager |
|
||
| Scheduler |
|
||
| Pre-Season Letters & Organizers |
|
||
| Email Integration |
|
||
| Autofill Employer, Payer, and Provider data from EIN database |
|
||
| DoubleCheck – Intuitive Review & Verify System |
|
||
| LookBack – Compare to Prior-year Form Entry |
|
||
| LinkBacks – Quick Link from Diagnostic to Source |
|
||
| Client Presentation |
|
||
|
Office Management
|
|||
| Network-ready |
|
||
| Multi-firm Support | |||
| Backup / Restore |
|
||
| Office Configurations |
|
||
| Tax Preparer Configurations |
|
||
| Multi-factor Authentication |
|
||
| Pay-Per-Return | |||
|---|---|---|---|
|
|
$359.99
|
||
| Users Included | Unlimited Users | ||
| Drake Accounting® & Payroll * | Add-on | ||
| Data Conversion | Free | ||
| 1040, 1040-NR, 1040-SS Returns |
10 included
($42.99 each add'l)
|
||
| 1120, 1120-S, 1120-H, 1065, 1041, 990, 706 Returns | $64.99 each | ||
| Federal e-File |
|
||
| State Programs | All | ||
| States Per Return | Unlimited | ||
| State e-File |
|
||
| Cloud Hosting (Rightworks)* | $104/user/mo | ||
| Document Manager w/ PDF Printer |
|
||
| Onboarding - Getting Started Webinar, Zoom Meet ups, & Community Group |
|
||
| Customer Support (phone, email, chat) |
|
||
|
Tax Compliance
|
|||
| 4,300+ federal and state forms and schedules |
|
||
| Hundreds of return diagnostics to help ensure accuracy |
|
||
| Tax Planner |
|
||
| Part-Year and Non-Resident State Returns |
|
||
| Print Key Forms in Spanish |
|
||
| Filing Status Optimization |
|
||
| Fixed Asset Reports |
|
||
| Form 114 FinCEN (E-file) |
|
||
| Forms 5471, 4720, 3115, and 1118 |
|
||
| Import 4562 assets, 8948 transactions, and trial balances |
|
||
| Export K-1s from pass-through to individual returns |
|
||
| City/Local Programs (KY, MI, MO, NY, OH, OR, PA) |
|
||
| Multi-Year Comparison Report |
|
||
| 2024 Pay-Per-Return Program |
|
||
| Prior-year programs 2022 & 2023 |
|
||
|
Integrations
|
|||
| Bank Products / Pay with Refund Options |
|
||
| Audit Assistance & ID Theft Restoration * |
|
||
| Drake Portals and E-Sign * |
|
||
| TheTaxBook WebLibrary Plus * |
|
||
| GruntWorx Tax Automation * |
|
||
|
Drake Pay™ Accept Credit, Debit, and Contactless Payments |
|
||
|
Workflow Features
|
|||
| Client Status Manager |
|
||
| Scheduler |
|
||
| Pre-Season Letters & Organizers |
|
||
| Email Integration |
|
||
| Autofill Employer, Payer, and Provider data from EIN database |
|
||
| DoubleCheck – Intuitive Review & Verify System |
|
||
| LookBack – Compare to Prior-year Form Entry |
|
||
| LinkBacks – Quick Link from Diagnostic to Source |
|
||
| Client Presentation |
|
||
|
Office Management
|
|||
| Network-ready |
|
||
| Multi-firm Support |
|
||
| Backup / Restore |
|
||
| Office Configurations |
|
||
| Tax Preparer Configurations |
|
||
| Multi-factor Authentication |
|
||
* Additional fees apply.
What is the difference between Single User and Multi-User?
The Single User versions of Drake Tax Pro and Drake Tax 1040 are for businesses with one tax return preparer (PTIN holder) only. Anyone with a PTIN who prepares or substantially aids in preparing tax returns is considered a tax preparer and is counted as a User. The Single User version is limited to one User. Firms with multiple tax return preparers (Users) should purchase the Multi-User version.
Support Staff are not counted as Users. This includes staff members who perform tasks such as data entry, scheduling, reporting, client services, intake, and managing client information.
Drake Tax will be available for purchase on April 17th! Questions in the meantime?
Contact our Sales team at 800-890-9500.
NOTE: if you are a current Drake Customer, please log in to your account to renew your software.