Tax News and Growth Insights Webinar

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.

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.

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.

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.