# Drake Tax vs TaxBit

**Leader by Vioscale score:** Drake Tax

| Attribute | Drake Tax | TaxBit |
|---|---|---|
| **Vioscale score** | 50.6 (55% (medium)) | 34.8 (41% (low)) |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A professional tax return preparation platform that provides automated calculations, compliance checks, multi-state filing, and electronic filing capabilities. Includes practice management features and optional add-ons for document management, workflow tracking, e-signatures, and client communication. | - |
| features.capabilities | `{"soc2_type_ii":true,"pricing_model":"flat_subscription","automated_return_filing_and_payment":true}` | `{"iso_27001":true,"soc2_type_ii":true,"pricing_model":"quote","erp_netsuite_sap_integration":false,"eu_vat_cross_border_calculation":false,"us_sales_tax_address_validation":false,"digital_goods_software_tax_rules":false,"shopify_stripe_native_integration":false,"real_time_checkout_calculation_api":false,"automated_return_filing_and_payment":false,"economic_nexus_jurisdiction_tracking":true,"exemption_certificate_management_b2b":true}` |
| integrations.count | 7 | 2 |
| integrations.list | `[{"name":"Drake Portals"},{"name":"Drake Workflow"},{"name":"Drake E-Sign"},{"name":"Drake Pay"},{"name":"Drake Accounting"},{"name":"Kotapay"},{"name":"Rightworks"}]` | `[{"name":"PayPal"},{"name":"Voltage"}]` |
| market.availability | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Drake Tax Pro 250","summary":"250 returns included; additional individual returns $49.99 each, business returns $74.99 each","commitment":"annual","components":[{"kind":"per_unit","unit":"additional individual return","amount":49.99,"period":"year","currency":"USD"},{"kind":"per_unit","unit":"additional business return","amount":74.99,"period":"year","currency":"USD"}],"description":"Up to 250 total individual and business returns","contactSales":false,"includedLimits":{"returns":"250 combined individual/business"}},{"free":false,"name":"Drake Tax Pro Unlimited","summary":"Unlimited returns","commitment":"annual","description":"Unlimited individual and business returns","contactSales":false,"includedLimits":{"returns":"unlimited"}},{"free":false,"name":"Drake Tax 1040","summary":"Unlimited individual returns; business returns $74.99 each","commitment":"annual","components":[{"kind":"per_unit","unit":"business return","amount":74.99,"period":"year","currency":"USD"}],"description":"Unlimited individual returns with pay-per-return business returns","contactSales":false,"includedLimits":{"business_returns":"pay-per-return","individual_returns":"unlimited"}},{"free":false,"name":"Drake Tax Pay-Per-Return","summary":"10 individual returns included; $49.99 per additional individual return, $74.99 per business return","commitment":"annual","components":[{"kind":"per_unit","unit":"additional individual return","amount":49.99,"period":"year","currency":"USD"},{"kind":"per_unit","unit":"business return","amount":74.99,"period":"year","currency":"USD"}],"description":"Base price includes 10 individual returns; additional returns as needed","contactSales":false,"includedLimits":{"individual_returns":"10 included"}}],"addOns":[{"name":"Drake Portals"},{"name":"Drake Workflow"},{"name":"Drake E-Sign"},{"name":"Drake Pay"},{"name":"Drake Accounting"},{"name":"Secure cloud hosting (Rightworks)"}],"summary":"Annual subscription with multiple tiers: unlimited returns, 250 returns, unlimited 1040s, or pay-per-return model. Additional returns $49.99 (individual) or $74.99 (business) each. Optional add-ons available. Free trial available; no monthly billing.","currency":"USD","freeTier":false,"sourceUrl":"https://www.drakesoftware.com/pricing/","retrievedAt":"2026-08-24T10:20:11.965Z","startingPrice":{"unit":"additional individual return","amount":49.99,"period":"year","currency":"USD"},"billingPeriods":["year"]}` | `{"type":"quote","plans":[{"free":false,"name":"Consumer","contactSales":false},{"free":false,"name":"Enterprise","contactSales":true}],"summary":"Quote-based for Enterprise; Consumer plan available.","currency":"USD","freeTier":false,"sourceUrl":"https://taxbit.com","retrievedAt":"2026-08-24T10:26:40.527Z"}` |
| pricing.free_tier | no | no |
| pricing.model | commercial | quote |
| pricing.price_level | mid | unknown |
| pricing.starting_price | `{"amount":49.99,"currency":"USD"}` | - |
| pricing.transparent | yes | no |
| security.iso27001 | - | yes |
| security.soc2 | yes | yes |

## Capabilities (Tax Software)

| Capability | Drake Tax | TaxBit |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Real time checkout calculation API | - | ✗ |
| Economic nexus jurisdiction tracking | - | ✓ |
| Automated return filing and payment | ✓ | ✗ |
| Exemption certificate management B2B | - | ✓ |
| US sales tax address validation | - | ✗ |
| EU vat cross border calculation | - | ✗ |
| Digital goods software tax rules | - | ✗ |
| ERP netsuite sap integration | - | ✗ |
| Shopify stripe native integration | - | ✗ |
| SOC2 type ii | ✓ | ✓ |
| ISO 27001 | - | ✓ |
| Pricing model | Flat subscription | Quote |

*Source: Vioscale. Generated 2026-09-01T15:15:37.099Z. "-" = undocumented, not absent.*
