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TRAINING

At Drake, we know that providing you top-notch tax software isn’t enough — you also need individual and group training, staff development, and continuing education. Our clients know they can rely on us to keep them informed and up to date about taxes and tax preparation, and about Drake Software's updates and enhancements. We strive to meet all your training needs, leaving you with more time to concentrate on your business.

Self-Paced Training

e-Training Center (ETC) – Providing training for your entire office, Drake ETC offers a variety of interactive tax courses, from basic 1040 preparation to corporations and partnerships — all with available CPE credits. View tutorials on the basics of Drake Software, and use practice returns to familiarize yourself with entering data in Drake. Both student and administrator can view the student’s progress using our handy report card feature.

Drake Passport to Success – Get ready for a great tax season with Drake by completing an itinerary of important pre-season tax and software topics. We’ll stamp your Passport along the way to track your progress, and you’ll receive a special certificate at the end of your journey. Passport to Success is available at support.drakesoftware.com.

Tutorials – Learn the basics of Drake Software through short instructional videos, including setup, navigation and e-filing. Available here or at Drake ETC.

Practice Returns – Become familiar with the basics of data entry and e-filing in Drake Software. Use the supplied information to practice data entry and create returns in the program, and to practice e-filing returns and correcting rejects. Access the practice returns on the Drake Software install CD, or online here, at Drake ETC or support.drakesoftware.com.

Webinars – View recorded and live webinars to get an overview of customizing, navigating and e-filing with Drake Software. Also covered are the practice management tools that are part of Drake Software. Also available in Spanish.

Classroom Instruction

Classroom Training – Drake customers can look forward to a wide array of live training courses, held across the U.S. and at Drake headquarters in Franklin, NC. Find dates and locations

Software Seminars – Attend a Software Sales Seminar for an up-close introduction to Drake Software. Find dates and locations

Update Schools – Each fall, Drake Software hosts Update Schools to review the latest tax law changes, present new software enhancements, and provide the opportunity to earn CPE credit while networking with other users. You can also purchase a video if you’re unable to attend an Update School. Find dates and locations

Help Materials

Evaluation Guide – Introduces you to navigation, setup, and e-filing. It walks you through preparing 1040, 1120, and 1065 returns. You also earn CPE credits just for completing the evaluation guide. Evaluate Drake Software

Drake User’s Manual – Includes detailed information on topics such as program navigation, electronic filing, federal packages, banks, and state returns. You can access the manual on your Drake CD, from within the software, or online. You can also purchase a printed copy. User’s Manual

On-Screen Help – Drake contains a full program-wide help system, covering the most commonly asked questions and help topics. Also provided are screen and field help, explaining how to complete data entry for the given screen. FAQs are also provided for all federal and state packages.

Quick Reference Guide – Includes data entry tips and other helpful hints for preparing returns with Drake Software. Quick Reference Guide

Internet Support – Drake’s customer support website, support.drakesoftware.com, is the go-to place for all matters related to your software and your Drake account.

Knowledge Base – Advises how to fix problems, offers specific data entry solutions, and makes available updates for specific problems. Accessible from within support.drakesoftware.com.

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