What's New at Drake Webinar

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.