Learning Resources

Individual and group training, staff development, and continuing education tools

In-Person Software Training

Classroom Training is live in-person software instruction for current customers. In-person courses are held in various locations across the country and at Drake headquarters in Franklin, NC.

  • Beyond the Basics - Drake Tax

Drake Software Update Schools ®

Our Drake Software Update Schools ® prepare you for filing season by providing the latest tax news, industry developments, and software updates. Join us in-person or for a virtual school event from the comfort of your home or office. Earn up to 8 CPE credits.

2024 Schedule

  • Dallas, TX: November 14, 2024
  • Franklin, NC: November 19, 2024 and January 9, 2025
  • Concord, NC: December 5, 2024
  • Atlantic City, NJ: December 12, 2024
  • Las Vegas, NV: December 17, 2024

Video Tutorial Library

Learn the basics of Drake Software products with these short instructional videos.

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.

Online Instructor-led Webcasts

Our webcasts, presented in English and some in Spanish, provide an opportunity to experience classroom-style training from the comfort of your office.

  • Drake 101
  • Drake 201
  • Drake Tax Basics
  • Drake In-Depth
  • Drake Documents and Drake Portals
  • Drake Accounting Payroll Essentials
  • Drake Accounting Bookkeeping Essentials
  • And many more to choose from

Drake CPE

Stay current and earn continuing education by taking courses on Drake CPE. Drake is an approved CE provider with NASBA, CTEC, and the IRS, and is an approved IRS Annual Federal Tax Refresher Course (AFTR) provider.