Drake Portals: A Deep Dive into Features & Functionality
Drake Portals: A Deep Dive into Features & Functionality
Join Drake Software for a deep dive into Drake Portals. Learn key features, best practices, and tips to streamline document sharing, client communication, and workflow efficiency. Whether you're new to the platform or optimizing your usage, this webinar will help you maximize its benefits!
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During part one of this two-part series, Bethany Virga, Education Specialist and Raz Carcoana, Principal Product Tax Manager, will demonstrate how Drake Tax provides one-on-one assistance to download the recent version for anyone experiencing any hiccups along the way and answer your questions. Join us and let our experts help you download Drake Tax.
Unenrolled tax return preparers can stand out by participating in the IRS Annual Filing Season Program (AFSP). This webinar covers how to complete the Annual Federal Tax Refresher (AFTR) course, meet CE requirements, and earn your Record of Completion for the 2026 filing season. Whether you're new to the program or returning, you'll gain clear, actionable guidance.
Discover how Drake Portals can streamline your entire client process. We’ll explore what’s new, what’s possible, and walk through a full start-to-finish demo—showing the taxpayer’s experience in the portal and the preparer’s view in Hub and Workflow. Perfect for firms ready to boost efficiency and elevate the client experience.