What's New at Drake Webinar
Learn what's new at Drake Software with free sessions covering new products, upcoming features, enhancements, and integrations.
60-minute live, expert-led sessions with Q&A
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12 NOV
Drake Pay: More Ways to Simplify Client Payments
Thu, Nov 12 · 2 pm ETMake 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.
19 NOV
Get More from Drake Portals: A Smarter Client Experience for Tax Season
Thu, Nov 19 · 2 pm ETSee 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.
03 DEC
A Security-First Firm: Integrating Protection into Everyday Operations w Rightworks
Thu, Dec 3 · 2 pm ETCybersecurity is more than an IT issue—it is an essential part of how a firm operates. Strong firms build security into everyday workflows, communication, policies, and technology rather than relying on a single tool.
In this session, Rightworks will show Drake tax professionals how to create a practical, holistic security strategy. Attendees will learn how people, processes, and technology work together to reduce risk, strengthen resilience, and protect client data while supporting productivity and growth. Whether your firm is beginning its security journey or strengthening an existing program, you will leave with actionable steps to make security part of everyday operations.
Learning Objectives
• Identify the core components of a holistic security strategy for accounting firms.
• Recognize opportunities to embed security into everyday workflows and business processes.
• Evaluate the role people, processes, and technology each play in reducing cyber risk.
• Implement practical strategies that strengthen security while supporting firm productivity and growth.
10 DEC
The Drake Advantage: AI Innovation, New Features & More for Tax Year 2026
Thu, Dec 10 · 2 pm ETDiscover 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!
17 DEC
Ready, Set, File – 5 Steps to Start Tax Season Strong
Thu, Dec 17 · 2 pm ETThe 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!
07 JAN
Prepare Your Firm for Post-Filing Support with Drake Audit Defense™
Thu, Jan 7 · 2 pm ETFiling 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.
14 JAN
Discover Spanish Language Options Across Your Drake Tools
Thu, Jan 14 · 2 pm ETHelp 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.
21 JAN
Get Paid Your Way: Drake Pay & Bank Products for Tax Season
Thu, Jan 21 · 2 pm ETTax season is here! Are your payment options ready to work for your business?
Join Drake Software for a free webinar exploring how Drake Pay and Bank Products can help simplify payment collection, offer clients greater flexibility, and create opportunities to grow your practice.
Discover convenient ways to accept credit, debit, and ACH payments, explore Pay-by-Refund and Refund Advance options, and learn how to choose the right solutions for your firm and clients.
Start filing season with more payment flexibility, smoother workflows, and tools designed to help your business thrive.
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Frequently Asked Questions
The What's New at Drake webinar highlights the latest Drake Software updates, including new features in Drake Tax, Drake Tax enhancements, and upcoming tax software integrations designed to streamline your workflow. Attendees will see how these improvements can increase efficiency, accuracy, and productivity within their current tax preparation process.
Yes. Each session typically includes a live demo showcasing new features in Drake Tax and recent Drake Software updates. These walkthroughs give users a firsthand look at Drake Tax enhancements and tax software integrations in action, helping preparers understand how to apply new tools in real client scenarios.
Yes. All registrants receive a recording of the What's New at Drake webinar after the live session. This allows you to revisit the latest Drake Software updates and Drake Tax enhancements at your convenience or share the content with your team for training and implementation purposes.
To stay current on Drake Software updates and new features in Drake Tax, visit the Drake Software Blog and subscribe to our newsletter. These channels provide regular insights into Drake Tax enhancements and upcoming tax software integrations, keeping your firm up to date with the latest tools and resources.
Yes. We value user feedback and encourage suggestions for upcoming sessions through the post-webinar survey. Your input helps shape future discussions on Drake Software updates, new features in Drake Tax, and tax software integrations that best support your practice's needs.