Drake Software Tax Webinars
Boost your tax prep expertise by staying on top of tax industry news with Drake Software's free tax webinars.
60-minute live, expert-led sessions with Q&A
Recordings available anytime after
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12
MAR
Discover Drake Hub and Workflow
Thu, Mar 12 ·Get a guided tour of the new Workflow and see how it streamlines task management, improves team visibility, and keeps every return moving efficiently from start to finish. We’ll highlight what’s new, how the updated interface supports your daily processes, and how Workflow helps your team stay organized and on track.
24
MAR
Intro To Drake Tax
Tue, Mar 24 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
31
MAR
Intro To Drake Tax Online (DTO)
Tue, Mar 31 ·Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software
21
APR
Intro To Drake Tax Online (DTO)
Tue, Apr 21 ·Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software
28
APR
Intro To Drake Tax
Tue, Apr 28 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
30
APR
Before the IRS Knocks: A Tax Pro’s Guide to Liens, Levies & Garnishments
Thu, Apr 30 ·When clients fall behind with the Internal Revenue Service, collection action can escalate fast. Liens, levies, and wage garnishments don’t happen overnight, but the warning signs are often missed until it’s too late.
In this webinar, you’ll learn how IRS collections unfold, what triggers each enforcement action, and how to spot trouble early. Walk away ready to guide clients, communicate urgency, and step in before a notice turns into a paycheck levy or a lien on a home.
05
MAY
Intro To Drake Tax
Tue, May 05 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
07
MAY
Run a Smoother, More Profitable Tax Practice with Drake Workflow, Portals, eSign & Drake Pay in Action
Thu, May 07 ·You already trust Drake Tax to prepare returns. Now it’s time to streamline everything around them.
If peak season feels chaotic… if returns get stuck waiting on documents… if you’re chasing signatures or wondering who owns what — this session is for you.
Join us for a live, practical demo of Workflow, Client Portals, and eSign, plus smart tips for using Drake Pay — and see how everything works to create a smoother, more scalable tax practice.
You’ll discover how to:
See every return’s status at a glance — no more guessing
Keep work moving with clear staff assignments and fewer bottlenecks
Collect documents faster through secure portals and organized checklists
Eliminate signature delays with integrated eSign (no printing, scanning, or chasing)
Cut down client back-and-forth with secure messaging
Simplify how you request and receive payments with Drake Pay
Build a repeatable process that supports growth — without adding complexity.
12
MAY
Intro To Drake Tax Online (DTO)
Tue, May 12 ·Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software
14
MAY
Drake Portals – Streamline Your Client Process
Thu, May 14 ·Discover how Drake Portals can streamline your entire client process. We’ll explore what’s new, what’s possible, and walk through a full start-to-finish demo—showing the taxpayer’s experience in the portal and the preparer’s view in Hub and Workflow. Perfect for firms ready to boost efficiency and elevate the client experience.
19
MAY
Intro To Drake Tax
Tue, May 19 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
21
MAY
Tax Strategies for Disaster Relief with Ann Campbell
Thu, May 21 ·Learn key tax relief strategies to support clients affected by disasters with Ann Campbell, CPA, CIA. This one-hour webinar will cover high-level topics on deductions, credits, extensions, and IRS relief programs, equipping you to guide clients through recovery confidently.
26
MAY
Intro To Drake Tax Online (DTO)
Tue, May 26 ·Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software
28
MAY
Tax Season Debrief: Insights, Impacts & What’s Ahead
Thu, May 28 ·Tax season may be behind us — but the implications are just beginning.
Join the Drake Tax Software Government Relations team for a comprehensive end-of-season briefing. We’ll break down key legislative developments, policy updates, and regulatory changes that shaped this filing season, along with insights into how those changes impacted tax professionals and their clients.
During this session, we will cover:
• Major federal and state policy updates
• Filing season trends and practitioner feedback
• Compliance challenges and operational impacts
• Emerging legislative activity to watch
• Strategic considerations as we move into extension season and beyond
This webinar is designed to help you close out tax season with clarity and move forward with confidence.
02
JUN
Intro To Drake Tax
Tue, Jun 02 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
09
JUN
Intro To Drake Tax Online (DTO)
Tue, Jun 09 ·Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software
16
JUN
Intro To Drake Tax
Tue, Jun 16 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
23
JUN
Intro To Drake Tax Online (DTO)
Tue, Jun 23 ·Discover Drake's newest tax product, Drake Tax Online (DTO). In this demo you will discover the core features about DTO that will help you move forward with a web based Tax platform from Drake Software
30
JUN
Intro To Drake Tax
Tue, Jun 30 ·We will cover everything from start-up, navigation, printing, e-filing, and delivery of the tax return. We will also share applications that compliment Drake’s focus on improving productivity, workflow, and your business bottom line.
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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 Introductory Seminars
Get introduced to Drake Tax and take an extended half-day tour at one of our software seminars.
Frequently Asked Questions
No, you do not need to be a current Drake Software customer to attend our webinars. We offer professional tax webinars to support all tax preparers, whether you're evaluating tax software options or looking to expand your knowledge. Webinars are open to both current users and those interested in learning more about Drake Tax software or our related solutions.
Yes, most Drake Software webinars are free to attend. We regularly host no-cost training webinars, product demos, and tax law update sessions to support the professional tax preparation community. If a session has a cost-such as those offering CPE credits-it will be clearly noted on the registration page.
Most Drake Software webinars run 60 minutes. The agenda varies by topic, but typically includes a live presentation, software demonstration (when applicable), and a Q&A session. Topics range from tax software training and new feature overviews to tax law changes and industry best practices.
Occasionally yes. Webinars offering credits will be noted in advance. You can also visit DrakeCPE.com for a full list of approved continuing professional education (CPE) webinars for eligible tax professionals and self-study courses. CPE-eligible sessions meet IRS and NASBA standards and require attendee participation.
Yes, registered attendees will typically receive a link to the webinar recording or related handouts. This allows you to revisit the content or catch up if you're unable to attend live. Availability may vary by session, so we encourage you to register in advance.
Our webinars are hosted using Zoom. To attend, you'll need a stable internet connection and either a browser or the Zoom desktop or mobile app. Links and technical requirements will be provided in your registration confirmation.
You can register directly from our webinar calendar on the Drake Software website. Each listing includes the date, topic, speaker, and registration link. Once you register, you'll receive a confirmation email with access instructions.
Yes, we offer select webinars in Spanish for bilingual tax professionals. You can filter for available Spanish-language sessions on our webinar schedule here. These sessions are designed to help Spanish-speaking tax preparers stay informed and confident using Drake Software.