Drake Software blog for tax pros, covering tax, IRS news, and more

Drake Software Classroom Training and CPE Opportunities

April 18 – or April 19 for preparers in Maine and Massachusetts – doesn’t actually mean the end of tax-related work. There are still extensions that require your attention and tax-planning meetings scheduled with year-round clients, but at least there is a lull in the action. As the sun sets on yet another filing season, most tax professionals are looking to enjoy a little downtime before getting ready for next year’s frenetic race to the individual filing deadline.

The Drake Software Education team will soon begin hosting classroom training events to help new and veteran Drake Software customers learn more about their tax preparation software and provide an opportunity to earn CPE. The three-day Drake 101 sessions cover basic functionality and workflow tips, providing hands-on instruction from expert Drake Software educators. To borrow from the hard-fought wisdom of basketball coaches, focusing on fundamentals is the key to success.

Drake 101 Sessions:

Day 1: Setup and Tools – From the ins and outs of software installation and setup to practice management tools, learn how to get Drake Software up and running.

Day 2: Return Prep and e-Filing – In this introduction to return preparation in Drake, instructors guide participants through a hands-on, interactive workshop.

Day 3: Workflow Solutions – Discover the Drake features designed to increase office efficiency, including document management, client portals, and tax preparation automation.

There will also be training opportunities for preparers who want to better understand the Client Write-Up program. Instructors at the three-day Client Write-Up Basics & Beyond classes will teach attendees to set up clients, payroll, and a Chart of Accounts; create customer accounts in the Chart of Accounts; process and e-file Forms W-2, Forms 1099, and 94X series tax returns; and more.

To register for classroom training and the chance to earn CPE, log in to Support.DrakeSoftware.com and select Classroom Training from the Training drop list. The schedule for upcoming events is listed below and on the Drake Software website. See Cat Creek Lodge and Snow Hill Inn for Franklin, NC hotel accommodations.

Date Class Location
June 15, 2016 Drake 101* Houston, TX
June 15, 2016 CWU Basics & Beyond Franklin, NC
June 16, 2016 Drake Essentials* Houston, TX
June 16, 2016 CWU Basics & Beyond Franklin, NC
June 17, 2016 More Data Entry Features & Tips* Houston, TX
June 17, 2016 CWU Basics & Beyond Franklin, NC
June 29, 2016 Drake 101* Franklin, NC
June 30, 2016 Drake Essentials* Franklin, NC
July 1, 2016 More Data Entry Features & Tips* Franklin, NC
July 20, 2016 CWU Basics & Beyond Arlington, VA
July 20, 2016 Drake 101 (Spanish) Rutherford, NJ
July 21, 2016 CWU Basics & Beyond Arlington, VA
July 21, 2016 Drake Essentials (Spanish) Rutherford, NJ
July 22, 2016 CWU Basics & Beyond Arlington, VA
July 27, 2016 Drake 101 Arlington, VA
July 28, 2016 Drake Essentials Arlington, VA
July 29, 2016 More Data Entry Features & Tips Arlington, VA
August 3, 2016 CWU Basics & Beyond Franklin, NC
August 4, 2016 CWU Basics & Beyond Franklin, NC
August 5, 2016 CWU Basics & Beyond Franklin, NC
August 8, 2016 Drake 101* Franklin, NC
August 9, 2016 Drake Essentials* Franklin, NC
August 10, 2016 More Data Entry Features & Tips* Franklin, NC
August 16, 2016 CWU Basics & Beyond Las Vegas, NV
August 17, 2016 CWU Basics & Beyond Las Vegas, NV
August 18, 2016 CWU Basics & Beyond Las Vegas, NV
August 23, 2016 Drake 101* Las Vegas, NV
August 24, 2016 Drake Essentials* Las Vegas, NV
August 25, 2016 More Data Entry Features & Tips* Las Vegas, NV
September 13, 2016 Drake 101 Miami, FL
September 14, 2016 Drake Essentials Miami, FL
September 14, 2016 Drake 101 (Spanish) Miami, FL
September 15, 2016 More Data Entry Features & Tips Miami, FL
September 15, 2016 Drake Essentials (Spanish) Miami, FL
October 5, 2016 Drake 101* Franklin, NC
October 6, 2016 Drake Essentials* Franklin, NC
October 7, 2016 More Data Entry Features & Tips* Franklin, NC
January 4, 2017 Drake 101* Franklin, NC
January 5, 2017 Drake Essentials* Franklin, NC
January 6, 2017 More Data Entry Features & Tips* Franklin, NC

* Bilingual assistance available.

Taxing Subjects

The Taxing Subjects staff is proud to cover the latest in tax-industry-related news, from tax law and IRS updates to technology and business strategies. If you have questions about an article or just want to reach out to the Taxing Subjects staff, email comments@taxingsubjects.com.

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