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 US | Two-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 setting | Ideal for preparers seeking flexible, remote learning without travel |
| Opportunities for live Q&A and peer learning | Q&A sessions available via live chat with instructor |
| Includes printed materials and follow-up resources | Includes access to a seminar recording delivered to your email |
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13 NOV
Virtual Seminar
Fri, Nov 13 · 1 pm ETCourse 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.
18 NOV
Virtual Seminar
Wed, Nov 18 · 3 pm ETCourse 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.
25 NOV
Virtual Seminar - en español
Wed, Nov 25 · 2 pm ETCourse 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.
04 DEC
Virtual Seminar
Fri, Dec 4 · 2 pm ETCourse 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.
09 DEC
Virtual Seminar - en español
Wed, Dec 9 · 3 pm ETCourse 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.
18 DEC
Virtual Seminar
Fri, Dec 18 · 1 pm ETCourse 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.
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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, both platforms are demonstrated.
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.