Starting Your Tax Practice: Essential Steps for Success

Starting Your Tax Practice: Essential Steps for Success
Ready to launch or grow your tax practice? This session covers the essential steps—obtaining your PTIN and EFIN, choosing the right software, meeting compliance requirements, and attracting clients. Learn why each step matters and how Drake Software supports you at every stage, so you can move forward with a clear, confident plan.
Other similar videos
Changing Tax Software Doesn’t Need to be Scary
Switching to a new filing software or choosing the right one to fit your needs can feel intimidating and uncertain. In this webinar, our hosts will dive in to how Drake Software conversion tools, onboarding, and customer support can make the leap simple and manageable.
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!
Security in the Tax Preparer's Office
Join Drake Software our experts as they dive in to protecting client data, the importance of creating a WISP, and software tips and tools to help avoid data breaches.