Drake Software Tax Webinars
Boost your tax prep expertise by staying on top of tax industry news with Drake Software's free tax webinars.
60-minute live, expert-led sessions with Q&A
Recordings available anytime after
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03
MAR
Intro To Drake Tax
Tue, Mar 03 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
04
MAR
Virtual Seminar - en español
Wed, Mar 04 ·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.
05
MAR
Best Practices for Filing Extensions in Drake Tax
Thu, Mar 05 ·Tax extensions don’t have to mean stress or last-minute chaos. In this session, Amanda Watson will share practical strategies for managing extension work efficiently, keeping clients informed, and staying organized through final filing deadlines. You’ll also see how Drake Software tools can help streamline your workflow and reduce unnecessary follow-up.
This webinar is perfect for tax professionals looking to work smarter during extension season.
10
MAR
Intro To Drake Tax Online (DTO)
Tue, Mar 10 ·Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software
12
MAR
Discover Drake Hub and Workflow
Thu, Mar 12 ·Get a guided tour of the new Workflow and see how it streamlines task management, improves team visibility, and keeps every return moving efficiently from start to finish. We’ll highlight what’s new, how the updated interface supports your daily processes, and how Workflow helps your team stay organized and on track.
18
MAR
Virtual Seminar
Wed, Mar 18 ·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.
24
MAR
Intro To Drake Tax
Tue, Mar 24 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
31
MAR
Intro To Drake Tax Online (DTO)
Tue, Mar 31 ·Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software
01
APR
Virtual Seminar
Wed, Apr 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.
21
APR
Intro To Drake Tax Online (DTO)
Tue, Apr 21 ·Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software
28
APR
Intro To Drake Tax
Tue, Apr 28 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
29
APR
Virtual Seminar
Wed, Apr 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.
30
APR
Before the IRS Knocks: A Tax Pro’s Guide to Liens, Levies & Garnishments
Thu, Apr 30 ·When clients fall behind with the Internal Revenue Service, collection action can escalate fast. Liens, levies, and wage garnishments don’t happen overnight, but the warning signs are often missed until it’s too late.
In this webinar, you’ll learn how IRS collections unfold, what triggers each enforcement action, and how to spot trouble early. Walk away ready to guide clients, communicate urgency, and step in before a notice turns into a paycheck levy or a lien on a home.
05
MAY
Intro To Drake Tax
Tue, May 05 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
06
MAY
Virtual Seminar
Wed, May 06 ·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
MAY
Intro To Drake Tax Online (DTO)
Tue, May 12 ·Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software
13
MAY
Virtual Seminar - en español
Wed, May 13 ·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
MAY
Intro To Drake Tax
Tue, May 19 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
20
MAY
Virtual Seminar
Wed, May 20 ·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
MAY
Intro To Drake Tax Online (DTO)
Tue, May 26 ·Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software
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Drake Software Blog
Browse articles on the latest industry updates and tax news impacting tax pros.
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Explore Drake Tax and add-ons like workflow management, portals, payments, and more.
Free Introductory Seminars
Get introduced to Drake Tax and take an extended half-day tour at one of our software seminars.
Frequently Asked Questions
No, you do not need to be a current Drake Software customer to attend our webinars. We offer professional tax webinars to support all tax preparers, whether you're evaluating tax software options or looking to expand your knowledge. Webinars are open to both current users and those interested in learning more about Drake Tax software or our related solutions.
Yes, most Drake Software webinars are free to attend. We regularly host no-cost training webinars, product demos, and tax law update sessions to support the professional tax preparation community. If a session has a cost-such as those offering CPE credits-it will be clearly noted on the registration page.
Most Drake Software webinars run 60 minutes. The agenda varies by topic, but typically includes a live presentation, software demonstration (when applicable), and a Q&A session. Topics range from tax software training and new feature overviews to tax law changes and industry best practices.
Occasionally yes. Webinars offering credits will be noted in advance. You can also visit DrakeCPE.com for a full list of approved continuing professional education (CPE) webinars for eligible tax professionals and self-study courses. CPE-eligible sessions meet IRS and NASBA standards and require attendee participation.
Yes, registered attendees will typically receive a link to the webinar recording or related handouts. This allows you to revisit the content or catch up if you're unable to attend live. Availability may vary by session, so we encourage you to register in advance.
Our webinars are hosted using Zoom. To attend, you'll need a stable internet connection and either a browser or the Zoom desktop or mobile app. Links and technical requirements will be provided in your registration confirmation.
You can register directly from our webinar calendar on the Drake Software website. Each listing includes the date, topic, speaker, and registration link. Once you register, you'll receive a confirmation email with access instructions.
Yes, we offer select webinars in Spanish for bilingual tax professionals. You can filter for available Spanish-language sessions on our webinar schedule here. These sessions are designed to help Spanish-speaking tax preparers stay informed and confident using Drake Software.