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:
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.
16
JUN
Drake Software Customer Seminar Philadelphia, PA June 16, 2026
Tue, Jun 169:00 AM - 1:00 PM Local Time
From Overwhelmed to Optimized: Transform Your Tax Practice
See how modern workflow tools and the right platform can increase capacity and reduce stress.
Philadelphia Airport Marriott
One Arrivals Road, Terminal B, Philadelphia, PA 19153
17
JUN
Drake Tax Software Seminar Novi, MI June 17, 2026
Wed, Jun 179:00 AM - 1:00 PM Local Time
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.
18
JUN
Drake Software Customer Seminar Orlando, FL June 18, 2026
Thu, Jun 189:00 AM - 1:00 PM Local Time
From Overwhelmed to Optimized: Transform Your Tax Practice
See how modern workflow tools and the right platform can increase capacity and reduce stress.
Orlando World Center Marriott
8701 World Center Drive, Orlando, FL 32821
19
JUN
Drake Tax Software Seminar Sacramento, CA June 19, 2026
Fri, Jun 199:00 AM - 1:00 PM Local Time
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.
06
JUL
Drake Software Seminar July 6, 2026 Chicago, IL
Mon, Jul 061:00 pm - 5:00 pm local time
Boost productivity, streamline workflow, and grow your business with Drake Software.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
Courtyard Chicago Downtown/River North
30 East Hubbard, Chicago, IL 60611
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.
16
JUL
Drake Software Seminar Cleveland, OH July 16, 2026
Thu, Jul 169:00am - 1:00 pm local time
Boost productivity, streamline workflow, and grow your business with Drake Software.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
Cleveland Marriott Downtown at Key Tower
1360 West Mall Drive, Cleveland, OH 44113
21
JUL
Drake Software Seminar Thousand Oaks, CA July 21, 2026
Tue, Jul 219:00am - 1:00pm local time
Boost productivity, streamline workflow, and grow your business with Drake Software.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
Courtyard Thousand Oaks Agoura Hills
29505 Agoura Road, Building B, Agoura Hills, CA 91301
22
JUL
Drake Software Seminar Walnut Creek, CA July 22, 2026
Wed, Jul 229:00am - 1:00pm local time
Boost productivity, streamline workflow, and grow your business with Drake Software.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
Walnut Creek Marriott
2355 N Main Street
Walnut Creek, CA 94596
22
JUL
Drake Software Seminar Burbank, CA July 22, 2026
Wed, Jul 229:00am - 1:00pm local time
Boost productivity, streamline workflow, and grow your business with Drake Software.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
Residence Inn by Marriott Los Angeles Burbank/Downtown
321 Ikea Way, Burbank, CA 91502
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.
23
JUL
Drake Software Seminar Anaheim, CA July 23, 2026
Thu, Jul 239:00am - 1:00pm local time
Boost productivity, streamline workflow, and grow your business with Drake Software.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
Anaheim Marriott Suites
12015 Harbor Boulevard, Garden Grove, CA 92840
24
JUL
Drake Software Seminar Long Beach, CA July 24, 2026
Fri, Jul 249:00am - 1:00pm local time
Boost productivity, streamline workflow, and grow your business with Drake Software.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
Courtyard by Marriott Long Beach Airport
3841 N Lakewood Boulevard, Long Beach, CA 90808
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.
03
AUG
Drake Software New Orleans, LA August 3, 2026
Mon, Aug 031:00pm - 5:00 pm local time
Boost productivity, streamline workflow, and grow your business with Drake Software.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
New Orleans Marriott
555 Canal Street
New Orleans, LA 70130
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.
31
AUG
Drake Software Seminar Orlando, FL August 31, 2026
Mon, Aug 311:00pm - 5:00pm local time
Boost productivity, streamline workflow, and grow your business with Drake Software.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
Orlando World Center Marriott
8701 World Center Drive, Orlando, FL 32821
14
SEP
Drake Software Seminar San Diego, CA September 14, 2026
Mon, Sep 141:00pm - 5:00pm local time
Boost productivity, streamline workflow, and grow your business with Drake Software.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
Sheraton Mission Valley San Diego Hotel
1433 Camino Del Rio South, San Diego, CA 92108
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
Stay current on tax industry updates, compliance changes, and best practices with Drake Software’s free, expert-led webinars.
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.