Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Drake Tax is packed with an array of features designed to streamline the preparation and processing of tax returns for your clients efficiently. This allows you to concentrate on what matters most—engaging with clients and expanding your business. With Drake Tax, you can expedite every aspect of return preparation, ensuring that calculation results and a comprehensive view of the return are just a click away. You have the ability to mark items in any text field, checkbox, or tax form amount as verified, flagged for review, or noted for further examination. If any information for a confirmed item changes, the DoubleCheck feature will promptly flag it for review. In addition, shortcut keys and macros help to simplify the data entry process, significantly reducing the number of keystrokes required. The software facilitates an automatic flow of data from federal returns to state and city returns, while also providing options for overrides when necessary. State and city returns are generated on demand, and it automatically accounts for taxes paid to other jurisdictions. Furthermore, Drake Tax conveniently auto-fills information based on ZIP Code and EIN inputs, enhancing accuracy and efficiency in tax preparation. With all these features combined, Drake Tax becomes an invaluable tool for tax professionals aiming to optimize their workflow.

Description

Taxcalibur serves as a desktop application on Windows designed specifically for small tax practices, facilitating both tax preparation and practice management. It efficiently organizes a variety of client-related data, including records, returns, documents, checklists, reminders, contact notes, invoices, and receipts, ensuring that client information is securely encrypted and stored directly on the user's device. In the preparation of tax returns, the app prioritizes privacy by removing personal information prior to utilizing AI for document reading, while also calculating federal Form 1040 and Colorado DR 0104 returns, completing official forms, and providing preparers with detailed calculations for their review. Users have the capability to import documents such as PDFs, Word files, and images from their phones, monitor the progress of returns, recognize any missing documentation, send follow-up emails, and produce both forms and client summaries for their records. Once the preparation is finalized, the completed packages are transferred to Drake Tax for submission, as Taxcalibur itself does not handle the filing of returns. The application utilizes the preparer’s own Claude account or a connected assistant for AI reading, keeping its AI functionality distinct from that of Drake Tax. Additionally, Taxcalibur accommodates users by supporting 14 different interface languages, although all official IRS forms are provided exclusively in English, ensuring both accessibility and compliance. This blend of features makes Taxcalibur a comprehensive tool for tax professionals looking to streamline their processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Cloud 9 Hosting Yes 
Cloudwalks Yes 
Doc.It by IRIS Yes 
Drake Tax No 
Rightworks Yes 
Sagenext Yes 
SmartVault Yes 
Soraban Yes 
StanfordTax Yes 
TaxDome Yes 
Taxcalibur Yes 
Truss Yes 
UltimateTax Yes 
Verito Yes 

Integrations

Cloud 9 Hosting No 
Cloudwalks No 
Doc.It by IRIS No 
Drake Tax Yes 
Rightworks No 
Sagenext No 
SmartVault No 
Soraban No 
StanfordTax No 
TaxDome No 
Taxcalibur No 
Truss No 
UltimateTax No 
Verito No 

Pricing Details

$330.00
Free Trial No 
Free Version No 

Pricing Details

$99.99 one-time
Taxcalibur is a $99.99 one-time purchase; a free trial is available. AI-provider account or usage costs and Drake Tax are separate.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Drake Software

Founded

1977

Country

United States

Website

www.drakesoftware.com

Vendor Details

Company Name

ASL LLC

Founded

2017

Country

United States

Website

autosecurelogin.com/products/taxcalibur.html

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export Yes 
Data Verification Yes 
Electronic Filing Yes 
Exception Notification Yes 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning Yes 

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing Yes 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning Yes 
Tax Filing Yes 
Tax Forms Yes 
Workflow Management No 

Product Features

Alternatives

Alternatives

Drake Tax Reviews

Drake Tax

Drake Software
UltraTax CS Reviews

UltraTax CS

Thomson Reuters
CrossLink Reviews

CrossLink

CrossLink Professional Tax Solutions
ATX Reviews

ATX

Wolters Kluwer