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 |
Filter by:
02
JUN
Drake Software Seminar Woburn, MA June 2, 2026
Tue, Jun 029:00 AM - 1:00 PM Local Time
Boost productivity, streamline workflow, and grow your business with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Residence Inn Boston Woburn
300 Presidential Way, Woburn, MA 01801
02
JUN
Drake Software Customer Seminar Dallas, TX June 2, 2026
Tue, Jun 029:00 AM - 1:00 PM Local Time
From Overwhelmed to Optimized: Transform Your Tax Practice
See how modern workflow tools and the right platform can increase capacity and reduce stress.
Dallas Marriott Downtown
650 North Pearl Street, Dallas, TX 75201
03
JUN
Drake Software Seminar Hartford, CT June 3, 2026
Wed, Jun 039:00 AM - 1:00 PM Local Time
Boost productivity, streamline workflow, and grow your business with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Hartford/Windsor Airport
1 Day Hill Road, Windsor, CT 06095
03
JUN
Drake Software Customer Seminar Houston, TX June 3, 2026
Wed, Jun 039:00 AM - 1:00 PM Local Time
From Overwhelmed to Optimized: Transform Your Tax Practice
See how modern workflow tools and the right platform can increase capacity and reduce stress.
Houston Marriott North
255 North Sam Houston Pkwy East, Houston, TX 77060
03
JUN
Virtual Seminar
Wed, Jun 03 ·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.
04
JUN
Drake Software Seminar Providence, RI June 4, 2026
Thu, Jun 049:00 AM - 1:00 PM Local Time
Boost productivity, streamline workflow, and grow your business with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Providence Marriott Downtown
1 Orms Street, Providence, RI 02904
04
JUN
Drake Software Customer Seminar - En español Houston, TX June 4, 2026
Thu, Jun 049:00 AM - 1:00 PM Local Time
Acompáñenos para una presentación en español
From Overwhelmed to Optimized: Transform Your Tax Practice
See how modern workflow tools and the right platform can increase capacity and reduce stress.
Houston Marriott South at Hobby Airport
9100 Gulf Freeway, Houston, TX 77017
05
JUN
Drake Software Seminar Braintree, MA June 5, 2026
Fri, Jun 059:00 AM - 1:00 PM Local Time
Boost productivity, streamline workflow, and grow your business with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Residence Inn by Marriott Boston Braintree
180 Forbes Road, Braintree, MA 02184
05
JUN
Drake Software Customer Seminar Fort Worth, TX June 5, 2026
Fri, Jun 059:00 AM - 1:00 PM Local Time
From Overwhelmed to Optimized: Transform Your Tax Practice
See how modern workflow tools and the right platform can increase capacity and reduce stress.
Sheraton Fort Worth Downtown Hotel
1701 Commerce Street, Fort Worth, TX 76102
10
JUN
Virtual Seminar - en español
Wed, Jun 10 ·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.
16
JUN
Drake Software Customer Seminar Philadelphia, PA June 16, 2026
Tue, Jun 169:00 AM - 1:00 PM Local Time
From Overwhelmed to Optimized: Transform Your Tax Practice
See how modern workflow tools and the right platform can increase capacity and reduce stress.
Philadelphia Airport Marriott
One Arrivals Road, Terminal B, Philadelphia, PA 19153
17
JUN
Drake Tax Software Seminar Novi, MI June 17, 2026
Wed, Jun 179:00 AM - 1:00 PM Local Time
Boost productivity, streamline workflow, and grow your business with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Sheraton Detroit Novi Hotel
21111 Haggerty Road, Novi, MI 48375
17
JUN
Virtual Seminar
Wed, Jun 17 ·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.
18
JUN
Drake Software Customer Seminar Orlando, FL June 18, 2026
Thu, Jun 189:00 AM - 1:00 PM Local Time
From Overwhelmed to Optimized: Transform Your Tax Practice
See how modern workflow tools and the right platform can increase capacity and reduce stress.
Orlando World Center Marriott
8701 World Center Drive, Orlando, FL 32821
19
JUN
Drake Tax Software Seminar Sacramento, CA June 19, 2026
Fri, Jun 199:00 AM - 1:00 PM Local Time
Boost productivity, streamline workflow, and grow your business with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Residence Inn Sacramento Cal Expo
550 Leisure Lane, Sacramento, CA 95815
24
JUN
Virtual Seminar
Wed, Jun 24 ·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.
01
JUL
Virtual Seminar - en español
Wed, Jul 01 ·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
JUL
Virtual Seminar
Wed, Jul 08 ·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.
15
JUL
Virtual Seminar
Wed, Jul 15 ·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
JUL
Virtual Seminar
Wed, Jul 22 ·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.
29
JUL
Virtual Seminar
Wed, Jul 29 ·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.
05
AUG
Virtual Seminar - en español
Wed, Aug 05 ·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.
12
AUG
Virtual Seminar
Wed, Aug 12 ·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.
19
AUG
Virtual Seminar
Wed, Aug 19 ·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.
26
AUG
Virtual Seminar
Wed, Aug 26 ·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.
Explore our resources
Find helpful tools, insights and product information designed for both new & returning users to learn more about Drake Software
Drake Software Blog
Browse articles on the latest industry updates and tax news impacting tax pros.
Try it for free
Explore Drake Tax and add-ons like workflow management, portals, payments, and more.
Free Webinars
Stay current on tax industry updates, compliance changes, and best practices with Drake Software’s free, expert-led webinars.
Frequently Asked Questions
Tax professionals evaluating Drake or comparing tax software providers.
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.