Tax News and Growth Insights Webinar

As Drake Software continues to expand its product offerings, we want to help you better understand the options available and find the best fit for your firm. Join us for an upcoming webinar where we’ll walk through the available packages, explain key differences between plans, and help you determine which solution aligns best with your filing volume, workflow, and business needs. During this session, we will: • Review the available Drake Software product packages • Explain what’s included in each option • Compare plans and highlight key differences • Answer your questions live during an interactive Q&A Whether you’re preparing for renewal, exploring additional products, or simply looking for guidance on your options, this session is designed to help you make an informed decision with confidence.

Tax season may be behind us — but the implications are just beginning. Join the Drake Tax Software Government Relations team for a comprehensive end-of-season briefing. We’ll break down key legislative developments, policy updates, and regulatory changes that shaped this filing season, along with insights into how those changes impacted tax professionals and their clients. During this session, we will cover: • Major federal and state policy updates • Filing season trends and practitioner feedback • Compliance challenges and operational impacts • Emerging legislative activity to watch • Strategic considerations as we move into extension season and beyond This webinar is designed to help you close out tax season with clarity and move forward with confidence.

Get a guided tour of the new Workflow and see how it streamlines task management, improves team visibility, and keeps every return moving efficiently from start to finish. We’ll highlight what’s new, how the updated interface supports your daily processes, and how Workflow helps your team stay organized and on track.

Are you tired of chasing payments and juggling manual invoicing? Join us for an inside look at Drake Pay, the secure, fully integrated payment solution built for tax professionals. In this session, you’ll learn how Drake Pay streamlines billing, making accepting credit card and ACH payments directly from Drake Tax or Drake Portals easier. We’ll cover setup, key features, and how to reduce payment delays while enhancing the client experience. Whether you’re looking to save time, improve cash flow, or offer more convenience to your clients, Drake Pay helps you get paid faster—with less hassle.

Join us for an engaging conversation with experts from Drake Software and Rightworks as we explore the ins and outs of hosting your tax software in the cloud. This won’t be a traditional presentation or product demo, instead, we’ll have an open conversation about what cloud hosting really means, the benefits it can provide, and how Drake and Rightworks work together to deliver a secure, reliable hosting experience for tax professionals. Our panel will share real-world examples, clarify industry buzzwords, and answer your questions live. Learning Objectives: By the end of this session, attendees will be able to: Differentiate between desktop software, hosted software, and web-based software in a tax practice context. Identify key benefits of hosting Drake desktop applications in the cloud, including security, accessibility, and cost considerations. Understand how Rightworks supports Drake Software products and other applications in a secure, accountant-focused environment. Evaluate whether cloud hosting is the right fit for their firm’s workflow and technology needs

Join us for a practical, insight-packed webinar designed to help tax professionals confidently navigate remote tax preparation. As more client interactions move online, maintaining security, efficiency, and trust has never been more critical. In this session, we’ll walk through proven strategies and tools to help you operate securely and seamlessly in a remote environment. You’ll learn how to strengthen client communication, implement multi-factor authentication (MFA) to protect sensitive data, and securely exchange documents using Drake Portals. We’ll also share best practices for safeguarding client information while creating a smooth, professional client experience from start to finish.

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.