Learning Resources

Individual and group training, staff development, and continuing education tools

Self-Paced Training

  • e-Training Center (ETC) – Providing training for your entire office, Drake ETC offers a variety of interactive tax courses, from basic 1040 preparation to corporations and partnerships — all with available CPE credits. View tutorials on the basics of Drake Tax, and use practice returns to familiarize yourself with entering data. Both student and administrator can view the student’s progress using our handy report card feature.
  • Drake Passport to Success – Get ready for a great tax season with Drake by completing an itinerary of important pre-season tax and software topics. We’ll stamp your Passport along the way to track your progress, and you’ll receive a special certificate at the end of your journey. Passport to Success is available at Support.DrakeSoftware.com.
  • Videos – Learn the basics of Drake Tax, including setup, navigation and e-filing.
  • Practice Returns – Become familiar with the basics of data entry and e-filing in Drake Tax. Use the supplied information to practice data entry and create returns in the program, and to practice e-filing returns and correcting rejects. Available at Drake ETC, at  Support.DrakeSoftware.com, or on the Drake install CD.
  • Webinars – View recorded and live webinars to get an overview of customizing, navigating and e-filing with Drake Tax. Also covered are the practice management tools that are part of Drake Tax. Also available in Spanish.

Classroom Instruction

  • Classroom Training – Live training courses held across the U.S. and at Drake headquarters in Franklin, NC. Find dates and locations
  • Software Seminars – Get an up-close introduction to Drake Tax. Find a Seminar
    (Note: Software Seminars are designed for prospective Drake customers. Current Drake users would find more value from our Classroom Training.)
  • Update Schools – Held each fall, these classes present the latest changes in tax law and Drake Tax, offer CPE credit, and let you network with other Drake users. You can also buy a video if you’re unable to attend an Update School. Learn more