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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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
27
MAY
Explore Your Drake Software Package Options with Live Q&A
Wed, May 27 ·As Drake Software continues to expand its product offerings, we want to help you better understand the options available and find the best fit for your firm.
Join us for an upcoming webinar where we’ll walk through the available packages, explain key differences between plans, and help you determine which solution aligns best with your filing volume, workflow, and business needs.
During this session, we will:
• Review the available Drake Software product packages
• Explain what’s included in each option
• Compare plans and highlight key differences
• Answer your questions live during an interactive Q&A
Whether you’re preparing for renewal, exploring additional products, or simply looking for guidance on your options, this session is designed to help you make an informed decision with confidence.
28
MAY
Tax Season Debrief: Insights, Impacts & What’s Ahead
Thu, May 28 ·Tax season may be behind us — but the implications are just beginning.
Join the Drake Tax Software Government Relations team for a comprehensive end-of-season briefing. We’ll break down key legislative developments, policy updates, and regulatory changes that shaped this filing season, along with insights into how those changes impacted tax professionals and their clients.
During this session, we will cover:
• Major federal and state policy updates
• Filing season trends and practitioner feedback
• Compliance challenges and operational impacts
• Emerging legislative activity to watch
• Strategic considerations as we move into extension season and beyond
This webinar is designed to help you close out tax season with clarity and move forward with confidence.
02
JUN
Intro To Drake Tax
Tue, Jun 02 ·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
JUN
Discover Drake Hub and Workflow
Thu, Jun 04 ·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.
09
JUN
Intro To Drake Tax Online (DTO)
Tue, Jun 09 ·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
11
JUN
Simplify Client Payments with Drake Pay: Fast, Secure, and Integrated
Thu, Jun 11 ·Are you tired of chasing payments and juggling manual invoicing? Join us for an inside look at Drake Pay, the secure, fully integrated payment solution built for tax professionals. In this session, you’ll learn how Drake Pay streamlines billing, making accepting credit card and ACH payments directly from Drake Tax or Drake Portals easier. We’ll cover setup, key features, and how to reduce payment delays while enhancing the client experience. Whether you’re looking to save time, improve cash flow, or offer more convenience to your clients, Drake Pay helps you get paid faster—with less hassle.
16
JUN
Intro To Drake Tax
Tue, Jun 16 ·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.
18
JUN
Cloud Hosting for Tax Pros: An Expert Discussion on Drake + Rightworks
Thu, Jun 18 ·Join us for an engaging conversation with experts from Drake Software and Rightworks as we explore the ins and outs of hosting your tax software in the cloud. This won’t be a traditional presentation or product demo, instead, we’ll have an open conversation about what cloud hosting really means, the benefits it can provide, and how Drake and Rightworks work together to deliver a secure, reliable hosting experience for tax professionals. Our panel will share real-world examples, clarify industry buzzwords, and answer your questions live.
Learning Objectives:
By the end of this session, attendees will be able to:
Differentiate between desktop software, hosted software, and web-based software in a tax practice context.
Identify key benefits of hosting Drake desktop applications in the cloud, including security, accessibility, and cost considerations.
Understand how Rightworks supports Drake Software products and other applications in a secure, accountant-focused environment.
Evaluate whether cloud hosting is the right fit for their firm’s workflow and technology needs
23
JUN
Intro To Drake Tax Online (DTO)
Tue, Jun 23 ·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
25
JUN
Remote Tax Prep Done Right: Security, Efficiency, Client Trust
Thu, Jun 25 ·Join us for a practical, insight-packed webinar designed to help tax professionals confidently navigate remote tax preparation. As more client interactions move online, maintaining security, efficiency, and trust has never been more critical.
In this session, we’ll walk through proven strategies and tools to help you operate securely and seamlessly in a remote environment. You’ll learn how to strengthen client communication, implement multi-factor authentication (MFA) to protect sensitive data, and securely exchange documents using Drake Portals.
We’ll also share best practices for safeguarding client information while creating a smooth, professional client experience from start to finish.
30
JUN
Intro To Drake Tax
Tue, Jun 30 ·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.
07
JUL
Intro To Drake Tax Online (DTO)
Tue, Jul 07 ·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
09
JUL
Work Anywhere with Drake Tax Online (DTO)
Thu, Jul 09 ·Join us on July 9, 2026 at 2:00 PM ET for an in-depth look at Drake Tax Online (DTO)—a flexible, cloud-based solution designed to help tax professionals work from anywhere with ease and confidence.
In this session, we’ll explore how DTO eliminates the need for installs, manual updates, and backups, allowing your firm to stay efficient and focused during and beyond tax season. You’ll gain insight into how to streamline your workflow, collaborate with your team in real time, and securely access client data from any location.
We’ll also highlight key features including multi-factor authentication (MFA), data encryption, and secure cloud access—giving you peace of mind while managing sensitive information.
Whether you’re looking to increase flexibility, improve efficiency, or modernize your practice, this webinar will provide practical insights to help you get the most out of Drake Tax Online.
14
JUL
Intro To Drake Tax
Tue, Jul 14 ·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.
21
JUL
Intro To Drake Tax Online (DTO)
Tue, Jul 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
23
JUL
Why Gold Glitters - The Case for Gold as an Investment, with Ann Campbell, CPA, CIA
Thu, Jul 23 ·In an era of rising global debt and geopolitical uncertainty, central banks are increasingly turning to gold as a reliable store of value—and individual investors are taking notice. This session explores the fundamentals of gold as an investment, addressing common misconceptions and comparing gold to other asset classes. Attendees will gain insights into different methods of gold ownership, tax considerations, and how gold fits into retirement portfolios. Whether you're a seasoned investor or exploring gold for the first time, this session will provide practical knowledge to help you evaluate gold’s role in your long-term financial strategy.
Learning Objectives:
By the end of this webinar, participants will be able to:
Explain why central banks and investors view gold as a safe haven asset.
Compare various ways to invest in gold, including physical holdings, ETFs, mutual funds, and futures.
Understand the tax implications of gold investments in different forms and accounts.
Address common objections to gold as an asset class and evaluate its place in a diversified portfolio.
Identify eligibility requirements for holding physical gold in retirement accounts.
28
JUL
Intro To Drake Tax
Tue, Jul 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.
30
JUL
Streamlining Form 1040-X: Best Practices for Amended Returns
Thu, Jul 30 ·Join Amanda Watson, EA, as she walks through key insights to help you efficiently prepare and file Form 1040-X.
In this session, you will learn how to:
Understand the differences between superseded and amended returns
Identify requirements for e-filing Form 1040-X
Apply best practices for filing accurate and timely amended returns
This webinar is designed to provide practical guidance to help you improve accuracy and efficiency when handling amended returns.
04
AUG
Intro To Drake Tax Online (DTO)
Tue, Aug 04 ·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
11
AUG
Intro To Drake Tax
Tue, Aug 11 ·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.
18
AUG
Intro To Drake Tax Online (DTO)
Tue, Aug 18 ·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
25
AUG
Intro To Drake Tax
Tue, Aug 25 ·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.
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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
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.