Skip to main content

Drake Software — Drake Document Manager




2011 Overall Rating 4.5


Best Firm Fit:

Drake Document Manager is designed to serve as an extension of the Drake tax and write-up applications and will, therefore, be a natural solution with great value for firms that are using these systems.


  • Direct integration with Drake tax preparation, planning & write-up applications
  • Configurable document folder structure
  • Pricing, since it is included in the price of the Drake tax software at no additional charge

Potential Limitations:

  • No SaaS/hosted option available

Executive Summary & Pricing

As with most of the solutions in this review group, the Drake Document Manager derives its value from the direct integration with the vendor’s tax and accounting applications. Beyond that, the feature set for managing all documents across your firm is limited. Document Manager is included in the Drake software bundle for the single price of $1,495, which is available for as low as $1,095 with early season discounts.

Product Delivery Methods:

_X_ On-Premises

___ SaaS

___ Hosted by Vendor


Core Product Functions/Features – 4.75

Integration – 4.5

Advanced Functionality – 4


See inside July 2011

Foundation Software — Foundation for Windows

800-246-0800   2011 Overall Rating 5   Best Fit: Foundation contains a laundry list of features well suited for construction businesses of varying sizes and trades, particularly those a step up from small mom and pop contractors with 1-10 employees and less than a million in annual revenues. Anything above that would benefit from […]


10 Products to Investigate for Document Storage

One of the challenges in writing these reviews is to explain the delineation between document management and document storage solutions. I don’t think it is worth dwelling on this too much because the distinction will become apparent as you dig deeper into the different solutions in both categories. At the end of the day, it really comes down to an issue of scope of functionality.