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:
09 SEP
Virtual Seminar
Wed, Sep 9 · 1 pm ETCourse 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.
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
16 SEP
Virtual Seminar
Wed, Sep 16 · 2 pm ETCourse 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 SEP
Drake Software Seminar Indianapolis, IN September 22, 2026
Tue, Sep 229:00 am – 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
JW Marriott Indianapolis
10 S West Street, Indianapolis, IN 46204
22 SEP
Drake Software Seminar Vienna, VA September 22, 2026
Tue, Sep 229:00 am - 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
Courtyard by Marriott Dunn Loring Fairfax
2722 Gallows Road, Vienna, VA 22180
22 SEP
Drake Software Seminar Thousand Oaks, CA September 22, 2026
Tue, Sep 229:00 am – 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
Courtyard Thousand Oaks Agoura Hills
29505 Agoura Road, Building B, Agoura Hills, CA 91301
23 SEP
Drake Software Seminar Columbus, OH September 23, 2026
Wed, Sep 239:00 am – 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
Hyatt Place Columbus/OSU 7
95 Yard Street, Columbus, OH 43212
23 SEP
Drake Software Seminar Silver Spring, MD September 23, 2026
Wed, Sep 239:00 am – 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
Courtyard by Marriott Silver Spring North/White Oak
12521 Prosperity Drive, Silver Spring, MD 20904
23 SEP
Drake Software Seminar Burbank, CA September 23, 2026
Wed, Sep 239:00 am – 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
Los Angeles Marriott Burbank Airport
2500 N Hollywood Way, Burbank, CA 91505
23 SEP
Virtual Seminar
Wed, Sep 23 · 3 pm ETCourse 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.
24 SEP
Drake Software Seminar Cleveland, OH September 24, 2026
Thu, Sep 249:00 am – 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
Embassy Suites by Hilton Cleveland Beachwood
3775 Park East Dr, Beachwood, OH 44122
24 SEP
Drake Software Seminar Owings Mills, MD September 24, 2026
Thu, Sep 249:00 am – 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
Baltimore Marriott Owings Mills Metro Centre
10101 Grand Central Avenue, Owings Mills, MD 21117
24 SEP
Drake Software Seminar Ontario, CA September 24, 2026
Thu, Sep 249:00 am – 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
Sheraton Ontario Airport Hotel
429 North Vineyard Avenue, Ontario, CA 91764
25 SEP
Drake Software Seminar Philadelphia, PA September 25, 2026
Fri, Sep 259:00 am – 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
Philadelphia Marriott West
111 Crawford Avenue, West Conshohocken, PA 19428
25 SEP
Drake Software Seminar Pittsburgh, PA September 25, 2026
Fri, Sep 259:00 am – 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
Pittsburgh Airport Marriott
777 Aten Road, Coraopolis, PA 15108
25 SEP
Drake Software Seminar Costa Mesa, CA September 25, 2026
Fri, Sep 259:00 am – 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
Costa Mesa Marriott
500 Anton Boulevard, Costa Mesa, CA 92626
30 SEP
Virtual Seminar - en español
Wed, Sep 30 · 2 pm ETCourse 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 OCT
Drake Software Seminar Newark, NJ October 6, 2026
Tue, Oct 69:00 am – 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
Courtyard by Marriott Newark Elizabeth
87 International Boulevard, Elizabeth, NJ 07201
06 OCT
Drake Software Seminar Tampa, FL October 6, 2026
Tue, Oct 69:00 am – 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
Courtyard Tampa Westshore/Airport
3805 W. Cypress Street, Tampa, FL 33607
06 OCT
Drake Software Seminar Dallas, TX October 6, 2026
Tue, Oct 69:00 am – 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
Dallas/Addison Marriott Quorum by the Galleria
14901 Dallas Parkway, Dallas, TX 75254
07 OCT
Drake Software Seminar Orlando, FL October 7, 2026
Wed, Oct 79:00 am – 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
Courtyard Orlando Downtown
730 North Magnolia Avenue, Orlando, FL 32803
07 OCT
Drake Software Seminar White Plains, NY October 7, 2026
Wed, Oct 79:00 am – 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
Courtyard by Marriott Tarrytown Westchester County
475 White Plains Rd, Tarrytown, NY 10591
07 OCT
Drake Software Seminar Fort Worth, TX October 7, 2026
Wed, Oct 79:00 am – 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
Courtyard Fort Worth University Drive
3150 Riverfront Drive, Fort Worth, TX 76107
07 OCT
Virtual Seminar
Wed, Oct 7 · 2 pm ETCourse 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 OCT
Drake Software Seminar Fort Lauderdale, FL October 8, 2026
Thu, Oct 89:00 am – 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
Fort Lauderdale Marriott North
6650 N Andrews Avenue, Fort Lauderdale, FL 33309
08 OCT
Drake Software Seminar Long Island, NY October 8, 2026
Thu, Oct 89:00 am – 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
Marriott Melville Long Island
1350 Walt Whitman Rd, Melville, NY 11747
08 OCT
Drake Software Seminar San Antonio, TX October 8, 2026
Thu, Oct 89:00 am – 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
Courtyard San Antonio SeaWorld/Westover Hills
11605 State Highway 151, San Antonio, TX 78251
09 OCT
Drake Software Seminar Miami, FL October 9, 2026
Fri, Oct 99:00 am – 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
Marriott Miami Dadeland
9090 S Dadeland Boulevard, Miami FL 33156
09 OCT
Drake Software Seminar Queens, NY October 9, 2026
Fri, Oct 99:00 am – 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
New York LaGuardia Airport Marriott
102-05 Ditmars Blvd East Elmhurst, NY 11369
09 OCT
Drake Software Seminar Houston, TX October 9, 2026
Fri, Oct 99:00 am – 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
Courtyard Houston by The Galleria
2900 Sage Road, Houston, TX 77056
20 OCT
Drake Software Seminar Culver City, CA October 20, 2026
Tue, Oct 209:00 am – 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
Courtyard by Marriott Culver City Los Angeles
6333 Bristol Parkway, Culver City, CA 90230
20 OCT
Drake Software Seminar San Mateo, CA October 20, 2026
Tue, Oct 209:00 am – 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
Courtyard San Mateo Foster City
550 Shell Boulevard, Foster City, CA 94404
21 OCT
Drake Software Seminar Pasadena, CA October 21, 2026
Wed, Oct 219:00 am – 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
Courtyard by Marriott Los Angeles Pasadena/Monrovia
700 W. Huntington Dr., Monrovia, CA 91016
21 OCT
Drake Software Seminar San Jose, CA October 21, 2026
Wed, Oct 219:00 am – 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
San Jose Marriott
301 S Market Street, San Jose, CA 95113
21 OCT
Virtual Seminar - en español
Wed, Oct 21 · 3 pm ETCourse 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 OCT
Drake Software Seminar Riverside, CA October 22, 2026
Thu, Oct 229:00 am – 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
Marriott Riverside at the Convention Center
3400 Market Street, Riverside, CA 92501
22 OCT
Drake Software Seminar Walnut Creek, CA October 22, 2026
Thu, Oct 229:00 am – 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
Walnut Creek Marriott
2355 N Main Street, Walnut Creek, CA 94596
23 OCT
Drake Software Seminar - En español Duluth, GA October 23, 2026
Fri, Oct 23Acompáñenos para una presentación en español:
9:00 am – 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
Courtyard by Marriott Atlanta Duluth/Gwinnett Place
3550 Venture Parkway, Duluth, GA 30096
23 OCT
Drake Software Seminar Garden Grove, CA October 23, 2026
Fri, Oct 239:00 am – 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
Anaheim Marriott Suites
12015 Harbor Boulevard, Garden Grove, CA 92840
23 OCT
Drake Software Seminar Sacramento, CA October 23, 2026
Fri, Oct 239:00 am – 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
Sacramento Marriott Rancho Cordova
11211 Point East Drive, Rancho Cordova, CA 95742
28 OCT
Virtual Seminar
Wed, Oct 28 · 2 pm ETCourse 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.
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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.