Webinar Registration — Run a Smoother, More Profitable Tax Practice with Drake Workflow, Portals, eSign & Drake Pay in Action

Thursday, May 07, 2026  —  2 pm - 3 pm

You already trust Drake Tax to prepare returns. Now it’s time to streamline everything around them. 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. tags: tax-news, whats-new