Drake Software Tax Webinars: Free Learning for Tax Pros

21 JUL

Intro To Drake Tax Online (DTO)

Tue, Jul 21 · 1 pm ET

Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software

23 JUL

Gold as an Investment: What Tax Professionals Should Know, with Ann Campbell, CPA, CIA

Thu, Jul 23 · 2 pm ET

In an era of rising global debt and geopolitical uncertainty, central banks are increasingly turning to gold as a reliable store of value—and individual investors are taking notice. This session explores the fundamentals of gold as an investment, addressing common misconceptions and comparing gold to other asset classes. Attendees will gain insights into different methods of gold ownership, tax considerations, and how gold fits into retirement portfolios. Whether you're a seasoned investor or exploring gold for the first time, this session will provide practical knowledge to help you evaluate gold’s role in your long-term financial strategy. Learning Objectives: By the end of this webinar, participants will be able to: Explain why central banks and investors view gold as a safe haven asset. Compare various ways to invest in gold, including physical holdings, ETFs, mutual funds, and futures. Understand the tax implications of gold investments in different forms and accounts. Address common objections to gold as an asset class and evaluate its place in a diversified portfolio. Identify eligibility requirements for holding physical gold in retirement accounts.

28 JUL

Intro To Drake Tax

Tue, Jul 28 · 2 pm ET

We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.

30 JUL

Streamlining Form 1040-X: Best Practices for Amended Returns

Thu, Jul 30 · 2 pm ET

Join Amanda Watson, EA, as she walks through key insights to help you efficiently prepare and file Form 1040-X. In this session, you will learn how to: Understand the differences between superseded and amended returns Identify requirements for e-filing Form 1040-X Apply best practices for filing accurate and timely amended returns This webinar is designed to provide practical guidance to help you improve accuracy and efficiency when handling amended returns.

31 JUL

Beyond the Return: Introducing Drake Audit Defense™

Fri, Jul 31 · 2 pm ET

Tax season doesn't always end when a return is accepted. IRS notices, audit inquiries, and tax-related identity theft issues can arise long after filing. Join us for an introduction to Drake Audit Defense™, Drake Software's new post-filing solution designed to help tax professionals better support their clients when covered issues arise. During this webinar, you'll learn how Drake Audit Defense can: Reduce your firm's post-filing workload. Strengthen long-term client relationships. Deliver a seamless, Drake-branded client experience. Eliminate the need to build an in-house tax resolution department. We'll also review enrollment options for the 2026 tax year and demonstrate how Drake Audit Defense extends the value your firm provides long after the tax season ends.

04 AUG

Intro To Drake Tax Online (DTO)

Tue, Aug 4 · 3 pm ET

06 AUG

Get Ready for Tax Season: Understanding the AFSP & AFTR with Drake Software

Thu, Aug 6 · 2 pm ET

Join Christine Reynolds, Drake Software’s Director of Education, for an informative session on the IRS Annual Filing Season Program (AFSP) and how you can stay current and competitive heading into the next tax season. This webinar will walk through the requirements for the AFSP, including the Annual Federal Tax Refresher (AFTR) course and continuing education required to earn your Record of Completion. You'll also get an overview of Drake Software's 2026 AFTR course and AFSP bundles available now on DrakeCPE.com. Whether you’re a returning participant or exploring AFSP for the first time, this session will help you understand key deadlines, requirements, and how to take the next step with confidence.

11 AUG

Intro To Drake Tax

Tue, Aug 11 · 11 am ET

13 AUG

NEW: Preview Drake SmartExtract™ (Beta) in Drake Tax Online®

Thu, Aug 13 · 2 pm ET

Get an early look at Drake SmartExtract™ (Beta), our new AI-powered document extraction product that integrates with Drake Tax Online®. See how SmartExtract™ extracts data from W-2s, Forms 1098, 1099-INT, 1099-DIV, 1099-MISC, 1099-NEC, 1099-R, 1099-K, and 1099-B and imports it into Drake Tax Online® for review. We'll demonstrate the beta experience; review supported forms, and share what's coming next.

18 AUG

Intro To Drake Tax Online (DTO)

Tue, Aug 18 · 1 pm ET

20 AUG

Essential Steps for Success: Starting Your Tax Practice with the Drake Education Team

Thu, Aug 20 · 2 pm ET

Ready to launch or grow your tax practice? This session is designed for both new and aspiring tax professionals who want to build a successful, compliant business. You’ll learn the essential steps—like obtaining your PTIN and EFIN, choosing the right software, meeting compliance requirements, and attracting clients. We’ll explain why each step matters and show how Drake Software supports you at every stage. Whether you’re starting a side business or building a full-time practice, you’ll leave with a clear, confident plan for success.

21 AUG

Beyond the Return: Introducing Drake Audit Defense™

Fri, Aug 21 · 2 pm ET

Tax season doesn't always end when a return is accepted. IRS notices, audit inquiries, and tax-related identity theft issues can arise long after filing. Join us for an introduction to Drake Audit Defense, Drake Software's new post-filing solution designed to help tax professionals better support their clients when covered issues arise. During this webinar, you'll learn how Drake Audit Defense can: Reduce your firm's post-filing workload. Strengthen long-term client relationships. Deliver a seamless, Drake-branded client experience. Eliminate the need to build an in-house tax resolution department. We'll also review enrollment options for the 2026 tax year and demonstrate how Drake Audit Defense extends the value your firm provides long after the tax season ends.

25 AUG

Intro To Drake Tax

Tue, Aug 25 · 2 pm ET

27 AUG

Unlock the Full Value of Drake's Practice Essentials Bundle: Workflow, Client Portals, E-Sign & Drake Pay

Thu, Aug 27 · 2 pm ET

Drake Tax helps you prepare returns. The Practice Essentials Bundle helps you run your entire tax practice more efficiently. Join us for an in-depth look at Drake's Practice Essentials Bundle and discover how Workflow, Client Portals, E-Sign, and Drake Pay work together to create a connected, streamlined experience for your firm and your clients. Through a live demonstration, we'll explore the key capabilities of the products, practical use cases, and the value they deliver throughout the tax return lifecycle—from client onboarding and document collection to return tracking, signature management, and payment processing. In this session, tax professionals will discover tools to: • Track returns through every stage of production with customizable workflows and real-time visibility • Assign, manage, and monitor staff workloads to improve accountability and efficiency • Simplify document collection with secure Client Portals and integrated checklists • Enhance client communication through secure messaging and centralized document access • Accelerate return completion with integrated E-Sign capabilities • Streamline payment collection and improve client convenience with Drake Pay • Reduce manual processes and create a more consistent experience for both staff and clients • Maximize the value of tools designed specifically to work with Drake Tax Whether you're currently using parts of the bundle or evaluating new ways to improve efficiency, this tax webinar will provide a deeper understanding of the features, benefits, and real-world applications of Drake's Practice Essentials solutions. Please note: This one-hour webinar is intended to highlight the value and capabilities of Drake's Practice Essentials Bundle through a live demonstration. Training resources will be provided for attendees interested in deeper product education.

10 SEP

The Future of Drake: What's New, What's Next & What's Coming for Tax Year 2026

Thu, Sep 10 · 2 pm ET

Drake is moving fast—and we're building with your future in mind. Join us for an exclusive look at the latest enhancements, new features, and upcoming innovations designed to help you work smarter, serve clients more efficiently, and prepare for Tax Year 2026. During this special webinar, we'll share what we've recently released, what we're actively developing, and what's on the horizon across the Drake ecosystem. From workflow improvements and client experience enhancements to powerful new technologies, you'll get a firsthand look at how we're continuing to invest in the tools you rely on every day. Whether you're a longtime Drake user or simply want a preview of what's ahead, you'll leave with valuable insights into the future of Drake Software and how these innovations can help your firm stay ahead.

11 SEP

Drive Growth with Drake’s Bank and Payment Solutions

Fri, Sep 11 · 2 pm ET

Looking for ways to add value to your tax practice while offering more flexible payment options to your clients? Join us for a deep dive into Drake Software’s Bank Products—designed to simplify refund processing and support your business growth. In this webinar, we’ll explore how bank products can: Provide clients with refund disbursement options like direct deposit, prepaid cards, and checks Help tax professionals reduce upfront fees and improve cash flow Seamlessly integrate with Drake Tax to save time and reduce paperwork Create a new revenue stream for your tax office We’ll also review eligibility, setup, and how to choose the right banking partners for your firm. Whether new to bank products or looking to optimize your current process, this session will help you make the most of this powerful offering.

17 SEP

Trump Accounts: What Tax Professionals Need to Know

Thu, Sep 17 · 2 pm ET

Stay informed on one of the newest federal initiatives affecting taxpayers and tax professionals. Join Drake Tax's Government Relations team for an overview of Trump Accounts, including the latest legislative and regulatory developments, eligibility requirements, implementation timelines, and how these changes may impact your clients and your practice. During this webinar, our Government Relations experts will explain what is currently known, discuss pending guidance, highlight planning considerations, and answer common questions to help you prepare for the upcoming filing seasons. Whether you're looking to understand the legislation or stay ahead of emerging tax policy changes, this session will provide practical insights and the latest information available. Topics include: Overview of Trump Accounts and current legislation Recent federal updates and implementation guidance Eligibility and key provisions Potential impacts on taxpayers and tax professionals Frequently asked questions and planning considerations Live Q&A with Drake Tax's Government Relations team

24 SEP

AI & Tax Research Best Practices with The TaxBook

Thu, Sep 24 · 2 pm ET

Join Jacob Meyer from The TaxBook and Amanda Watson, EA, from Drake Software, for an informative session exploring today's best practices for tax research and how artificial intelligence is transforming the research experience. During this webinar, you'll learn practical strategies for conducting accurate, efficient tax research while staying current with evolving tax law. We'll also highlight recent enhancements to The TaxBook WebLibrary, demonstrate how Drake Software integrates seamlessly with The TaxBook, and provide an exclusive look at TaxBert, The TaxBook's AI-powered tax research assistant. Whether you're researching complex tax questions or looking for ways to improve your firm's efficiency, this session will showcase tools and techniques that can help you work smarter and serve your clients with confidence.

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Frequently Asked Questions

Do I need to be a Drake Software customer to attend?

No, you do not need to be a current Drake Software customer to attend our webinars. We offer professional tax webinars to support all tax preparers, whether you are evaluating tax software options or looking to expand your knowledge. Webinars are open to both current users and those interested in learning more about Drake Tax software or our related solutions.

Are all Drake Software webinars free?

Yes, most Drake Software webinars are free to attend. We regularly host no-cost training webinars, product demos, and tax law update sessions to support the professional tax preparation community. If a session has a cost—such as those offering CPE credits—it will be clearly noted on the registration page.

How long do webinars last and what is the agenda?

Most Drake Software webinars run 60 minutes. The agenda varies by topic, but typically includes a live presentation, software demonstration (when applicable), and a Q&A session. Topics range from tax software training and new feature overviews to tax law changes and industry best practices.

Do any Drake Software webinars offer CPE credits?

Occasionally yes. Webinars offering credits will be noted in advance. You can also visit DrakeCPE.com for a full list of approved continuing professional education (CPE) webinars for eligible tax professionals and self-study courses. CPE-eligible sessions meet IRS and NASBA standards and require attendee participation.

Will a recording or handout be available if I miss it?

Yes, registered attendees will typically receive a link to the webinar recording or related handouts. This allows you to revisit the content or catch up if you are unable to attend live. Availability may vary by session, so we encourage you to register in advance.

What software do I need to watch the webinar?

Our webinars are hosted using Zoom. To attend, you will need a stable internet connection and either a browser or the Zoom desktop or mobile app. Links and technical requirements will be provided in your registration confirmation.

How do I register for a Drake Software webinar?

You can register directly from our webinar calendar on the Drake Software website. Each listing includes the date, topic, speaker, and registration link. Once you register, you will receive a confirmation email with access instructions.

Are Drake Software webinars available in Spanish?

Yes, we offer select webinars in Spanish for bilingual tax professionals. You can filter for available Spanish-language sessions on our webinar schedule. These sessions are designed to help Spanish-speaking tax preparers stay informed and confident using Drake Software.