Drake Software Seminars

Catch in-person and virtual previews of our professional tax software ecosystem, designed for tax professionals exploring Drake for the first time.

  • Expert-led Drake Tax walkthroughs

  • In-person or virtual sessions

Choose the experience that fits your learning style

In-person

Virtual

Four-hour, instructor-led demonstration held in cities across the USTwo-hour, web-based seminar covering the same core content as in-person sessions
Hands-on walkthrough with an expert of Drake Tax & Drake Tax Online™Real-time overview of Drake Tax workflow, data entry, tools, and updates
Ideal for preparers who learn best through in-person interaction in a classroom settingIdeal for preparers seeking flexible, remote learning without travel
Opportunities for live Q&A and peer learningQ&A sessions available via live chat with instructor
Includes printed materials and follow-up resourcesIncludes access to a seminar recording delivered to your email
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30 SEP

Virtual Seminar - en español

Wed, Sep 30 · 2 pm ET
Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity. Upon completion of this course, attendees will be able to: • Understand how Drake Software products benefit tax return preparers and their businesses. • Navigate Drake Tax software and prepare tax return. • Recognize tools applications help to increase return preparation accuracy and overall productivity.
06 OCT

Drake Software Seminar Newark, NJ October 6, 2026

Tue, Oct 6
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard by Marriott Newark Elizabeth 87 International Boulevard, Elizabeth, NJ 07201
06 OCT

Drake Software Seminar Tampa, FL October 6, 2026

Tue, Oct 6
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard Tampa Westshore/Airport 3805 W. Cypress Street, Tampa, FL 33607
06 OCT

Drake Software Seminar Dallas, TX October 6, 2026

Tue, Oct 6
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Dallas/Addison Marriott Quorum by the Galleria 14901 Dallas Parkway, Dallas, TX 75254
07 OCT

Drake Software Seminar Orlando, FL October 7, 2026

Wed, Oct 7
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard Orlando Downtown 730 North Magnolia Avenue, Orlando, FL 32803
07 OCT

Drake Software Seminar White Plains, NY October 7, 2026

Wed, Oct 7
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard by Marriott Tarrytown Westchester County 475 White Plains Rd, Tarrytown, NY 10591
07 OCT

Drake Software Seminar Fort Worth, TX October 7, 2026

Wed, Oct 7
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard Fort Worth University Drive 3150 Riverfront Drive, Fort Worth, TX 76107
07 OCT

Virtual Seminar

Wed, Oct 7 · 2 pm ET
Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity. Upon completion of this course, attendees will be able to: • Understand how Drake Software products benefit tax return preparers and their businesses. • Navigate Drake Tax software and prepare tax return. • Recognize tools applications help to increase return preparation accuracy and overall productivity.
08 OCT

Drake Software Seminar Fort Lauderdale, FL October 8, 2026

Thu, Oct 8
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Fort Lauderdale Marriott North 6650 N Andrews Avenue, Fort Lauderdale, FL 33309
08 OCT

Drake Software Seminar Long Island, NY October 8, 2026

Thu, Oct 8
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Marriott Melville Long Island 1350 Walt Whitman Rd, Melville, NY 11747
08 OCT

Drake Software Seminar San Antonio, TX October 8, 2026

Thu, Oct 8
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard San Antonio SeaWorld/Westover Hills 11605 State Highway 151, San Antonio, TX 78251
09 OCT

Drake Software Seminar Miami, FL October 9, 2026

Fri, Oct 9
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Marriott Miami Dadeland 9090 S Dadeland Boulevard, Miami FL 33156
09 OCT

Drake Software Seminar Queens, NY October 9, 2026

Fri, Oct 9
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more New York LaGuardia Airport Marriott 102-05 Ditmars Blvd East Elmhurst, NY 11369
09 OCT

Drake Software Seminar Houston, TX October 9, 2026

Fri, Oct 9
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard Houston by The Galleria 2900 Sage Road, Houston, TX 77056
20 OCT

Drake Software Seminar Culver City, CA October 20, 2026

Tue, Oct 20
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard by Marriott Culver City Los Angeles 6333 Bristol Parkway, Culver City, CA 90230
20 OCT

Drake Software Seminar San Mateo, CA October 20, 2026

Tue, Oct 20
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard San Mateo Foster City 550 Shell Boulevard, Foster City, CA 94404
21 OCT

Drake Software Seminar Pasadena, CA October 21, 2026

Wed, Oct 21
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard by Marriott Los Angeles Pasadena/Monrovia 700 W. Huntington Dr., Monrovia, CA 91016
21 OCT

Drake Software Seminar San Jose, CA October 21, 2026

Wed, Oct 21
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more San Jose Marriott 301 S Market Street, San Jose, CA 95113
21 OCT

Virtual Seminar - en español

Wed, Oct 21 · 3 pm ET
Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity. Upon completion of this course, attendees will be able to: • Understand how Drake Software products benefit tax return preparers and their businesses. • Navigate Drake Tax software and prepare tax return. • Recognize tools applications help to increase return preparation accuracy and overall productivity.
22 OCT

Drake Software Seminar Riverside, CA October 22, 2026

Thu, Oct 22
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Marriott Riverside at the Convention Center 3400 Market Street, Riverside, CA 92501
22 OCT

Drake Software Seminar Walnut Creek, CA October 22, 2026

Thu, Oct 22
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Walnut Creek Marriott 2355 N Main Street, Walnut Creek, CA 94596
23 OCT

Drake Software Seminar - En español Duluth, GA October 23, 2026

Fri, Oct 23
Acompáñenos para una presentación en español: 9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard by Marriott Atlanta Duluth/Gwinnett Place 3550 Venture Parkway, Duluth, GA 30096
23 OCT

Drake Software Seminar Garden Grove, CA October 23, 2026

Fri, Oct 23
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Anaheim Marriott Suites 12015 Harbor Boulevard, Garden Grove, CA 92840
23 OCT

Drake Software Seminar Sacramento, CA October 23, 2026

Fri, Oct 23
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Sacramento Marriott Rancho Cordova 11211 Point East Drive, Rancho Cordova, CA 95742
28 OCT

Virtual Seminar

Wed, Oct 28 · 2 pm ET
Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity. Upon completion of this course, attendees will be able to: • Understand how Drake Software products benefit tax return preparers and their businesses. • Navigate Drake Tax software and prepare tax return. • Recognize tools applications help to increase return preparation accuracy and overall productivity.
06 NOV

Drake Software Seminar Atlanta, GA November 6, 2026

Fri, Nov 6
9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Courtyard by Marriott Atlanta Perimeter Center 6250 Peachtree-Dunwoody Road, Atlanta, GA 30328
06 NOV

Drake Software Seminar - En español Garden Grove, CA November 6, 2026

Fri, Nov 6
Acompáñenos para una presentación en español: 9:00 am – 1:00 pm local time Boost productivity, streamline workflow, and grow your business with Drake Software. • Discover tools that improve efficiency and accuracy • Learn about Drake Planner, Scheduler, Drake Pay™, and more Anaheim Marriott Suites 12015 Harbor Boulevard, Garden Grove, CA 92840

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Frequently Asked Questions

Tax professionals evaluating Drake or comparing tax software providers.

As of September 16, 2026, Drake Software offers in-person seminars in cities across the United States, including: - California: Agoura Hills, Burbank, Costa Mesa, Culver City, Foster City, Garden Grove, Monrovia, Ontario, Rancho Cordova, Riverside, San Jose, and Walnut Creek - Florida: Fort Lauderdale, Miami, Orlando, and Tampa - Georgia: Duluth - Indiana: Indianapolis - Maryland: Owings Mills and Silver Spring - New Jersey: Elizabeth - New York: East Elmhurst, Melville, and Tarrytown - Ohio: Beachwood and Columbus - Pennsylvania: Coraopolis and West Conshohocken - Texas: Dallas, Fort Worth, Houston, and San Antonio - Virginia: Vienna If you don't see a location near you, or the seminar in your area has already passed and you were unable to attend, you can attend any of our virtual seminars. All virtual seminars are offered remotely, with sessions available on different days and at different times to help you find one that fits your schedule.

Seminars provide a deeper, more practical look at workflow efficiencies, integrated tools, and product capabilities — helping prospects make a confident buying decision.

Yes. All in-person and virtual sessions include live demonstrations and interactive Q&A.

Attendees watch a full guided demo; follow-up resources help continue evaluation.

Yes, all participants receive confirmation after the session.

Absolutely - firms often attend as a group when evaluating a software switch, and seminars are free to all attendees.

Drake Tax seminars deliver focused training built for professional preparers, offering a guided tour of the Drake ecosystem with live, interactive instruction. Attendees learn through practical, return-ready examples that help firms onboard new preparers quickly and confidently. Proof of attendance (non-CPE) is provided after each session.

Disclaimer

Seminar and/or webinar registration requires submission of contact information and consent to receive marketing messages. Additional terms and conditions may apply. Offer subject to change. Drake Software makes no representations or warranties of any kind, express or implied, about the content and suitability of a seminar or webinar for any purpose.