Drake Software Seminars
Catch in-person and virtual previews of our professional tax software ecosystem, designed for tax professionals exploring Drake for the first time.
Expert-led Drake Tax walkthroughs
In-person or virtual sessions
Choose the experience that fits your learning style
In-person |
Virtual |
|---|---|
| Four-hour, instructor-led demonstration held in cities across the US | Two-hour, web-based seminar covering the same core content as in-person sessions |
| Hands-on walkthrough with an expert of Drake Tax & Drake Tax Online™ | Real-time overview of Drake Tax workflow, data entry, tools, and updates |
| Ideal for preparers who learn best through in-person interaction in a classroom setting | Ideal for preparers seeking flexible, remote learning without travel |
| Opportunities for live Q&A and peer learning | Q&A sessions available via live chat with instructor |
| Includes printed materials and follow-up resources | Includes access to a seminar recording delivered to your email |
Filter by:
18
MAY
Drake Tax Software Seminar - En español Miami, FL May 18, 2026
Mon, May 18 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
SpringHill Suites by Marriott Miami Doral
3895 NW 107th Avenue, Miami, FL 33178
19
MAY
Drake Tax Software Seminar - En español Orlando, FL May 19, 2026
Tue, May 19 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Orlando Downtown
730 North Magnolia Avenue, Orlando, FL 32803
20
MAY
Drake Tax Software Seminar - En español Houston, TX May 20, 2026
Wed, May 20 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Houston Marriott West Loop by The Galleria
1750 West Loop South, Houston, TX 77027
20
MAY
Virtual Seminar
Wed, May 20 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
21
MAY
Drake Tax Software Seminar - En español Dallas, TX May 21, 2026
Thu, May 21 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard Dallas DFW Airport North/Irving
4949 Regent Boulevard, Irving, TX 75063
02
JUN
Drake Software Seminar Woburn, MA June 2, 2026
Tue, Jun 02 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Residence Inn Boston Woburn
300 Presidential Way, Woburn, MA 01801
03
JUN
Drake Software Seminar Hartford, CT June 3, 2026
Wed, Jun 03 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Hartford/Windsor Airport
1 Day Hill Road, Windsor, CT 06095
03
JUN
Virtual Seminar
Wed, Jun 03 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
04
JUN
Drake Software Seminar Providence, RI June 4, 2026
Thu, Jun 04 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Providence Marriott Downtown
1 Orms Street, Providence, RI 02904
05
JUN
Drake Software Seminar Braintree, MA June 5, 2026
Fri, Jun 05 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Residence Inn by Marriott Boston Braintree
180 Forbes Road, Braintree, MA 02184
10
JUN
Virtual Seminar - en español
Wed, Jun 10 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
17
JUN
Drake Tax Software Seminar Novi, MI June 17, 2026
Wed, Jun 17 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Sheraton Detroit Novi Hotel
21111 Haggerty Road, Novi, MI 48375
17
JUN
Virtual Seminar
Wed, Jun 17 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
19
JUN
Drake Tax Software Seminar Sacramento, CA June 19, 2026
Fri, Jun 19 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Residence Inn Sacramento Cal Expo
550 Leisure Lane, Sacramento, CA 95815
24
JUN
Virtual Seminar
Wed, Jun 24 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
01
JUL
Virtual Seminar - en español
Wed, Jul 01 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
08
JUL
Virtual Seminar
Wed, Jul 08 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
15
JUL
Virtual Seminar
Wed, Jul 15 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
22
JUL
Virtual Seminar
Wed, Jul 22 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
29
JUL
Virtual Seminar
Wed, Jul 29 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
05
AUG
Virtual Seminar - en español
Wed, Aug 05 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
12
AUG
Virtual Seminar
Wed, Aug 12 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
19
AUG
Virtual Seminar
Wed, Aug 19 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
26
AUG
Virtual Seminar
Wed, Aug 26 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
Explore our resources
Find helpful tools, insights and product information designed for both new & returning users to learn more about Drake Software
Drake Software Blog
Browse articles on the latest industry updates and tax news impacting tax pros.
Try it for free
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Free Webinars
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Frequently Asked Questions
Tax professionals evaluating Drake or comparing tax software providers.
Seminars provide a deeper, more practical look at workflow efficiencies, integrated tools, and product capabilities — helping prospects make a confident buying decision.
Yes, both platforms are demonstrated.
Yes. All in-person and virtual sessions include live demonstrations and interactive Q&A.
Attendees watch a full guided demo; follow-up resources help continue evaluation.
Yes, all participants receive confirmation after the session.
Absolutely - firms often attend as a group when evaluating a software switch, and seminars are free to all attendees.
Drake Tax seminars deliver focused training built for professional preparers, offering a guided tour of the Drake ecosystem with live, interactive instruction. Attendees learn through practical, return-ready examples that help firms onboard new preparers quickly and confidently. Proof of attendance (non-CPE) is provided after each session.
Disclaimer
Seminar and/or webinar registration requires submission of contact information and consent to receive marketing messages. Additional terms and conditions may apply. Offer subject to change. Drake Software makes no representations or warranties of any kind, express or implied, about the content and suitability of a seminar or webinar for any purpose.