Tax News and Growth Insights Webinar

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.

Make payment collection easier for your firm and more convenient for your clients. Join us for a look at Drake Pay and explore the payment options available within the Drake ecosystem. We’ll highlight key features, available payment methods, and how Drake’s integrated solutions can help simplify payment collection and support a smoother workflow for your practice.

See how Drake Portals can help simplify the way you connect and work with your clients this tax season. We’ll explore the core features and latest enhancements in Drake Portals, including streamlined navigation, client to-do items, return status visibility, document sharing, questionnaires, file approvals, e-signatures, and more. Discover how these tools can make it easier for clients to take-action while helping your firm reduce back-and-forth, stay organized, and keep work moving throughout the tax preparation process.

Discover what’s new and what’s ahead across Drake Software. Explore Drake Intelligence and its AI-assisted capabilities, along with new products, feature updates, and connected tools designed to help your firm work more efficiently and strengthen the client experience. We’ll highlight recent releases, share what’s in development, and preview upcoming innovations to help you prepare for Tax Year 2026. Bonus Demo: Stay after the webinar for an optional live demo with Education Specialist Bethany Virga!

The most successful filing seasons begin well before the first return is prepared. Before the holiday rush, join us for five practical steps you can take now to prepare your firm, organize your technology, and begin the 2027 filing season ahead of the game. We’ll explore how Drake Tax, Drake Pay, SmartExtract™, Bank Products, and Drake Portals can support a more organized and efficient start to the season. You’ll also learn how preparing your software, client information, payment options, document workflows, and connected tools in advance can help reduce last-minute work when filing season arrives. You’ll leave with a clear readiness checklist and actionable next steps to help your firm start the new year prepared, organized, and ready to serve clients. Bonus: Stay for a few minutes afterwards for a live demo with Education Specialist, Bethany Virga!

Filing season may end when a return is accepted, but client needs can continue. IRS notices, audit inquiries, and tax-related identity theft issues can create additional work long after filing. Join us to learn how Drake Audit Defense™ can help your firm support clients with covered post-filing issues while reducing workload and strengthening long-term relationships. We’ll review how the Drake-branded solution works, enrollment options for Tax Year 2026, and how it can help your firm stay prepared, add value to client relationships, and respond with confidence when covered issues arise.

Help clients feel more comfortable working with your firm. Explore Spanish language options to Drake Portals, Drake Tax Online, Drake Pay, Refund Pay, Drake HUB, and Drake Workflow. Get a preview of the translated features and learn how they can support Spanish-speaking clients, tax professionals, and staff—from tax preparation and document sharing to payments.