2014 Review of Drake Document Manager

Best Firm Fit

Accounting and bookkeeping firms who use the Drake Tax Suite applications for professional tax, accounting, and bookkeeping.

Strengths

  • Simple to use and included with the budget-priced Drake suite, which can be run from data stored on an on-premises computer or using applications and data stored in Drake’s secure data center.
  • Good integration with Drake’s add-on services for customers, including GruntWorx tax document organization tool, the SecureFilePro client portal service, and the e-Sign feature for digital signatures.
  • Users can specify password patterns (e.g. last name plus last 5 digits of SSN) which are applied when creating encrypted PDF versions of confidential documents like tax returns.

Potential Limitations

  • No add-ins for Microsoft Office applications or document markup tools are included with the application, although users can purchase third-party markup tools like cPaperless’ Tic, Tie and Calculate.
  • The indexing capabilities of the product are limited, and the search tool will only search for clients by name.  Users cannot search for text which is within the files stored in the application.
  • The Drake Document Manager module is available for installation on local computers or third party hosted servers and is not part of the web-based Drake Zero tax preparation package.

 

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