Drake Software Seminars
Catch in-person and virtual previews of our professional tax software ecosystem, designed for tax professionals exploring Drake for the first time.
Expert-led Drake Tax walkthroughs
In-person or virtual sessions
Choose the experience that fits your learning style
In-person |
Virtual |
|---|---|
| Four-hour, instructor-led demonstration held in cities across the US | Two-hour, web-based seminar covering the same core content as in-person sessions |
| Hands-on walkthrough with an expert of Drake Tax & Drake Tax Online™ | Real-time overview of Drake Tax workflow, data entry, tools, and updates |
| Ideal for preparers who learn best through in-person interaction in a classroom setting | Ideal for preparers seeking flexible, remote learning without travel |
| Opportunities for live Q&A and peer learning | Q&A sessions available via live chat with instructor |
| Includes printed materials and follow-up resources | Includes access to a seminar recording delivered to your email |
Filter by:
29
APR
Virtual Seminar
Wed, Apr 29 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
05
MAY
Drake Tax Software Seminar Silver Spring, MD May 5, 2026
Tue, May 05 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Silver Spring Downtown
8506 Fenton Street, Silver Spring, MD 20910
05
MAY
Drake Tax Software Seminar Tampa, FL May 5, 2026
Tue, May 05 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Tampa Brandon
10152 Palm River Road, Tampa, FL 33619
06
MAY
Drake Software Tax Seminar Orlando, FL May 6, 2026
Wed, May 06 ·• Explore Drake Tax features and tools that enhance efficiency and
accuracy
• Learn about additional tools like Drake Tax Planner, Scheduler,
Drake Pay™, and more
• See how Drake Documents® and Drake Portals® work hand-in hand for paperless tax prep
Courtyard by Marriott Orlando Airport
7155 North Frontage Road, Orlando, FL 32812
06
MAY
Drake Software Tax Seminar Baltimore, MD May 6, 2026
Wed, May 06 ·• Explore Drake Tax features and tools that enhance efficiency and
accuracy
• Learn about additional tools like Drake Tax Planner, Scheduler,
Drake Pay™, and more
• See how Drake Documents® and Drake Portals® work hand-in hand for paperless tax prep
Fairfield Inn & Suites BWI Airport
1020 Andover Road, Linthicum Heights, MD 21090
06
MAY
Virtual Seminar
Wed, May 06 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
07
MAY
Drake Tax Software Seminar Philadelphia, PA May 7, 2026
Thu, May 07 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Fairfield Inn Philadelphia Airport
8800 Bartram Avenue, Philadelphia, PA 19153
07
MAY
Drake Tax Software Seminar Ft. Lauderdale, FL May 7, 2026
Thu, May 07 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Fort Lauderdale Airport & Cruise Port
400 Gulf Stream Way, Dania Beach, FL 33004
07
MAY
Drake Tax Software Seminar Atlanta, GA May 7, 2026
Thu, May 07 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Atlanta Airport Marriott
4711 Best Road, Atlanta, GA 30337
08
MAY
Drake Tax Software Seminar Miami, FL May 8, 2026
Fri, May 08 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
SpringHill Suites by Marriott Miami Doral
3895 NW 107th Avenue, Miami, FL 33178
08
MAY
Drake Tax Software Seminar Atlanta, GA May 8, 2026
Fri, May 08 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Atlanta Perimeter Center
6250 Peachtree-Dunwoody Road, Atlanta, GA 30328
08
MAY
Drake Tax Software Seminar Trenton, NJ May 8, 2026
Fri, May 08 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard Ewing Princeton
360 Scotch Road, Ewing, NJ 08628
11
MAY
Drake Tax Software Seminar Charlotte, NC May 11, 2026
Mon, May 11 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Charlotte Airport LoSo
321 W Woodlawn Road, Charlotte, NC 28217
12
MAY
Drake Tax Software Seminar Newark, NJ May 12, 2026
Tue, May 12 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Newark Elizabeth
87 International Boulevard, Elizabeth, NJ 07201
12
MAY
Drake Tax Software Seminar Thousand Oaks, CA May 12, 2026
Tue, May 12 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard Thousand Oaks Agoura Hills
29505 Agoura Road, Building B, Agoura Hills, CA 91301
12
MAY
Drake Tax Software Seminar Dallas, TX May 12, 2026
Tue, May 12 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard Dallas DFW Airport North/Irving
4949 Regent Boulevard, Irving, TX 75063
13
MAY
Drake Tax Software Seminar Riverside, CA May 13, 2026
Wed, May 13 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Riverside UCR/Moreno Valley Area
1510 University Avenue, Riverside, CA 92507
13
MAY
Drake Tax Software Seminar Houston, TX May 13, 2026
Wed, May 13 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard Houston The Woodlands
1020 Lake Front Circle, The Woodlands, TX 77380
13
MAY
Drake Tax Software Seminar New York, NY May 13, 2026
Wed, May 13 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott New York Manhattan/Central Park
1717 Broadway, New York, NY 10019
13
MAY
Virtual Seminar - en español
Wed, May 13 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
14
MAY
Drake Tax Software Seminar Anaheim, CA May 14, 2026
Thu, May 14 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Anaheim Marriott Suites
12015 Harbor Boulevard, Garden Grove, CA 92840
14
MAY
Drake Tax Software Seminar Long Island, NY May 14, 2026
Thu, May 14 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Residence Inn Long Island Islip/Courthouse Complex
7 Court House Drive, Central Islip, NY 11722
15
MAY
Drake Tax Software Seminar Denver, CO May 15, 2026
Fri, May 15 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Denver Marriott West
1717 Denver West Boulevard, Golden, CO 80401
15
MAY
Drake Tax Software Seminar Long Beach, CA May 15, 2026
Fri, May 15 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Long Beach Airport
3841 N Lakewood Boulevard, Long Beach, CA 90808
15
MAY
Drake Software Customer Seminar Atlanta, GA May 15, 2026
Fri, May 15 ·From Overwhelmed to Optimized: Transform Your Tax Practice
See how modern workflow tools and the right platform can increase capacity and reduce stress.
Atlanta Marriott Northwest at Galleria
200 Interstate North Parkway, Atlanta, GA 30339
15
MAY
Drake Tax Software Seminar Flushing, NY May 15, 2026
Fri, May 15 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Sheraton LaGuardia East Hotel
135-20 39th Avenue, Flushing, NY 11354
18
MAY
Drake Tax Software Seminar - En español Miami, FL May 18, 2026
Mon, May 18 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
SpringHill Suites by Marriott Miami Doral
3895 NW 107th Avenue, Miami, FL 3317
19
MAY
Drake Tax Software Seminar - En español Orlando, FL May 19, 2026
Tue, May 19 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard by Marriott Orlando Downtown
730 North Magnolia Avenue, Orlando, FL 32803
20
MAY
Drake Tax Software Seminar - En español Houston, TX May 20, 2026
Wed, May 20 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Houston Marriott West Loop by The Galleria
1750 West Loop South, Houston, TX 77027
20
MAY
Virtual Seminar
Wed, May 20 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
21
MAY
Drake Tax Software Seminar - En español Dallas, TX May 21, 2026
Thu, May 21 ·Boost productivity, streamline workflow, and grow your business
with Drake Tax.
• Discover tools that improve efficiency and accuracy
• Learn about Drake Planner, Scheduler, Drake Pay™, and more
• See how Drake Documents® and Portals® simplify paperless tax prep
Courtyard Dallas DFW Airport North/Irving
4949 Regent Boulevard, Irving, TX 75063
03
JUN
Virtual Seminar
Wed, Jun 03 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
10
JUN
Virtual Seminar - en español
Wed, Jun 10 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
17
JUN
Virtual Seminar
Wed, Jun 17 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
24
JUN
Virtual Seminar
Wed, Jun 24 ·Course Description: This course provides an introduction to Drake Software and its suite of products for tax return preparers. Participants will get an overview of return preparation in Drake Tax, and gain an understanding of how the software and related products can increase accuracy and productivity.
Upon completion of this course, attendees will be able to:
• Understand how Drake Software products benefit tax return preparers and their businesses.
• Navigate Drake Tax software and prepare tax return.
• Recognize tools applications help to increase return preparation accuracy and overall productivity.
Explore our resources
Find helpful tools, insights and product information designed for both new & returning users to learn more about Drake Software
Drake Software Blog
Browse articles on the latest industry updates and tax news impacting tax pros.
Try it for free
Explore Drake Tax and add-ons like workflow management, portals, payments, and more.
Free Webinars
Stay current on tax industry updates, compliance changes, and best practices with Drake Software’s free, expert-led webinars.
Frequently Asked Questions
Tax professionals evaluating Drake or comparing tax software providers.
Seminars provide a deeper, more practical look at workflow efficiencies, integrated tools, and product capabilities — helping prospects make a confident buying decision.
Yes, both platforms are demonstrated.
Yes. All in-person and virtual sessions include live demonstrations and interactive Q&A.
Attendees watch a full guided demo; follow-up resources help continue evaluation.
Yes, all participants receive confirmation after the session.
Absolutely - firms often attend as a group when evaluating a software switch, and seminars are free to all attendees.
Drake Tax seminars deliver focused training built for professional preparers, offering a guided tour of the Drake ecosystem with live, interactive instruction. Attendees learn through practical, return-ready examples that help firms onboard new preparers quickly and confidently. Proof of attendance (non-CPE) is provided after each session.
Disclaimer
Seminar and/or webinar registration requires submission of contact information and consent to receive marketing messages. Additional terms and conditions may apply. Offer subject to change. Drake Software makes no representations or warranties of any kind, express or implied, about the content and suitability of a seminar or webinar for any purpose.