Tax Research Best Practices with the TaxBook

Join Jacob Meyer (TheTaxBook) as he shares tax research best practices, key tax law updates, and WebLibrary enhancements. Learn how Drake and TheTaxBook integrate for seamless research—plus, get an exclusive look at TaxBert, the AI tax research assistant. Don't miss this expert insight to streamline your practice!

Other similar videos

Drake Software: Download Tips, Takeaways, and Live Q&A

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.

Run a Smoother, More Profitable Tax Practice with the Practice Essentials Bundle!

You already rely on Drake Tax for return preparation. Now simplify and streamline your entire workflow with the new Practice Essentials Bundle—featuring Drake Workflow, Portals, eSign, and Drake Pay. 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

ITIN 101: How to File ITINs with Drake Software (Presented in Spanish)

Learn how to help your clients apply for an ITIN easily—with Drake Software. This webinar will be presented in Spanish and walk you through the ITIN process. You’ll learn what forms to use, how to avoid mistakes, and how to get it all done smoothly in Drake. This session is great for tax pros who work with new clients or anyone without a Social Security number. If you’re new to ITINs or just want to speed up the process, this webinar is for you.