Drake Tax

Drake Tax

Drake Software
FileInTime

FileInTime

TimeValue Software
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+

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About

Drake Tax is loaded with features to help you quickly and efficiently prepare and process your customers’ returns. So you can stay focused on the important stuff — working with clients and building your business. Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Calculation results and full return view just a click away. Mark items in any text box, check box, or amount on a tax form as verified, flagged for review, or noted for review. If information for a verified item changes, DoubleCheck will automatically flag the item it for review. Shortcut keys and macros simplify data entry and reduce keystrokes. Automatic data flow from federal return to state and city returns, with override options. State and city returns generated as needed. Automatic credit for taxes paid to other jurisdictions. Drake Tax also auto-fills from ZIP Code and EIN entries.

About

File In Time due date tracking and task management software is the easy way to track all your filing due dates and projects. Make sure that you never miss another filing date and help your firm run more smoothly. No matter how many returns you file in your tax practice or department, or how many clients you have, you will always be on top of your workload. Instantly roll-forward completed tasks to create your due date list for the next period/year. Keep a record of the progress on each task (track up to 40 status fields) automatically. Assign services with built-in dates for nearly 200 federal and state income tax returns or easily create your own custom services. Generate tasks for all the jobs you have in your office. Each task is identified by the client, relevant dates, and the service being provided, from a tax filing to an office meeting.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Tax professionals

Audience

Companies looking for a Task Management software

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$330.00
Free Version Not Supported
Free Trial Not Supported

Pricing

$199 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.5 / 5
design 4.0 / 5
support 4.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • The ease of use of this tool was great, I was trained on this software back in 2017 and used it through 2020. The tool allows for quickly jumping through the various aspects of the tax return. In particular, the flow through abilities to compare changes from prior years along with adding in corporate, partnership or other flow-through information is greatly helpful when coordinating multiple workers working on the same individuals set of returns when they have more then one type of tax return to file.
  • Very easy to navigate through this software and easy to understand what needs to be done. You don't have to be a Pro to use this!

Cons

  • The user interface and key combinations can be challenging at times and depending on the setup of the office, clients may have some issues reading or understanding the screen if you are sharing it with them. I used this program for years at my work, this was by far a very nice professional tax software and I had very few issues with the software. Some complained over the password and security aspects of the software being overly rigid, while some may see that as a complication given the ever increasing need for security, especially in this industry I would argue this is more of a positive then a true negative. My only real complaint with the software was that configuring printers and network devices could be challenging and the process for doing so could use improvement.
  • There was nothing I didn't like when I used this software.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Drake Software
Founded: 1977
United States
www.drakesoftware.com

Company Information

TimeValue Software
Founded: 1984
United States
www.timevalue.com

Alternatives

Alternatives

ATX

ATX

Wolters Kluwer
CrossLink

CrossLink

CrossLink Professional Tax Solutions
UltraTax CS

UltraTax CS

Thomson Reuters
GoSystem Tax RS

GoSystem Tax RS

Thomson Reuters
Lacerte

Lacerte

Intuit

Categories

Corporate Tax Supported
Tax Planning Supported
Tax Preparation Supported

Categories

Tax Practice Management Features

Approval Process Control Not Supported
Billing & Invoicing Supported
Client Management Not Supported
Client Portal Not Supported
Document Management Not Supported
Due Date Tracking Not Supported
Scenario Planning Supported
Tax Filing Supported
Tax Forms Supported
Workflow Management Not Supported

Corporate Tax Features

Compliance Management Not Supported
Data Import / Export Supported
Data Verification Supported
Electronic Filing Supported
Exception Notification Supported
For Nonprofits Not Supported
For Partnerships Not Supported
K-1 Reporting Not Supported
Payroll & Employer Forms Not Supported
Status Tracking Not Supported
Tax Planning Supported

Tax Practice Management Features

Approval Process Control Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Client Portal Not Supported
Document Management Not Supported
Due Date Tracking Supported
Scenario Planning Not Supported
Tax Filing Not Supported
Tax Forms Supported
Workflow Management Supported

Integrations

Cloud 9 Hosting Supported
Cloudwalks Supported
Doc.It by IRIS Supported
Rightworks Supported
Sagenext Supported
SmartVault Supported
Soraban Supported
StanfordTax Supported
TaxDome Supported
Truss Supported
UltimateTax Supported
Verito Supported

Integrations

Cloud 9 Hosting Not Supported
Cloudwalks Not Supported
Doc.It by IRIS Not Supported
Rightworks Not Supported
Sagenext Not Supported
SmartVault Not Supported
Soraban Not Supported
StanfordTax Not Supported
TaxDome Not Supported
Truss Not Supported
UltimateTax Not Supported
Verito Not Supported
Claim Drake Tax and update features and information
Claim Drake Tax and update features and information
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Claim FileInTime and update features and information