Drake Portals: Streamline Your Client Process with the Drake Education Team
Drake Portals: Streamline Your Client Process with the Drake Education Team
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.
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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.
Switching to a new filing software or choosing the right one to fit your needs can feel intimidating and uncertain. In this webinar, our host, Estela Torres will discuss how Drake Software conversion tools, onboarding, and customer support can make the leap simple and manageable.
Are you prepared for potential changes that could impact your tax business? In today's webinar series, Jared Ballew, VP of Government Relations, Taylor Rodier, Legislative Affairs Manager, and John Sapp, VP of Brand Relations, will examine potential regulatory changes and upcoming tax legislation, providing you with the knowledge to help your tax business prepare for what's ahead and coming next.