Webinar Registration — Run a Smoother, More Profitable Tax Practice with the Practice Essentials Bundle!
Thursday, May 07, 2026
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2 pm -
3 pm
You already rely on Drake Tax for return preparation. Now simplify and streamline your entire workflow with the new Practice Essentials Bundle—featuring Drake Workflow, Portals, eSign, and Drake Pay.
If peak season feels chaotic… if returns get stuck waiting on documents… if you’re chasing signatures or wondering who owns what — this session is for you.
Join us for a live, practical demo of Workflow, Client Portals, and eSign, plus smart tips for using Drake Pay — and see how everything works to create a smoother, more scalable tax practice.
You’ll discover how to:
See every return’s status at a glance — no more guessing
Keep work moving with clear staff assignments and fewer bottlenecks
Collect documents faster through secure portals and organized checklists
Eliminate signature delays with integrated eSign (no printing, scanning, or chasing)
Cut down client back-and-forth with secure messaging
Simplify how you request and receive payments with Drake Pay
Build a repeatable process that supports growth — without adding complexity.
