What's New at Drake Webinar

Join us on July 9, 2026 at 2:00 PM ET for an in-depth look at Drake Tax Online (DTO)—a flexible, cloud-based solution designed to help tax professionals work from anywhere with ease and confidence. In this session, we’ll explore how DTO eliminates the need for installs, manual updates, and backups, allowing your firm to stay efficient and focused during and beyond tax season. You’ll gain insight into how to streamline your workflow, collaborate with your team in real time, and securely access client data from any location. We’ll also highlight key features including multi-factor authentication (MFA), data encryption, and secure cloud access—giving you peace of mind while managing sensitive information. Whether you’re looking to increase flexibility, improve efficiency, or modernize your practice, this webinar will provide practical insights to help you get the most out of Drake Tax Online.

In an era of rising global debt and geopolitical uncertainty, central banks are increasingly turning to gold as a reliable store of value—and individual investors are taking notice. This session explores the fundamentals of gold as an investment, addressing common misconceptions and comparing gold to other asset classes. Attendees will gain insights into different methods of gold ownership, tax considerations, and how gold fits into retirement portfolios. Whether you're a seasoned investor or exploring gold for the first time, this session will provide practical knowledge to help you evaluate gold’s role in your long-term financial strategy. Learning Objectives: By the end of this webinar, participants will be able to: Explain why central banks and investors view gold as a safe haven asset. Compare various ways to invest in gold, including physical holdings, ETFs, mutual funds, and futures. Understand the tax implications of gold investments in different forms and accounts. Address common objections to gold as an asset class and evaluate its place in a diversified portfolio. Identify eligibility requirements for holding physical gold in retirement accounts.

Join Amanda Watson, EA, as she walks through key insights to help you efficiently prepare and file Form 1040-X. In this session, you will learn how to: Understand the differences between superseded and amended returns Identify requirements for e-filing Form 1040-X Apply best practices for filing accurate and timely amended returns This webinar is designed to provide practical guidance to help you improve accuracy and efficiency when handling amended returns.

Join Christine Reynolds, Drake Software’s Director of Education, for an informative session on the IRS Annual Filing Season Program (AFSP) and how you can stay current and competitive heading into the next tax season. This webinar will walk through the requirements for the AFSP, including the Annual Federal Tax Refresher (AFTR) course and continuing education required to earn your Record of Completion. You'll also get an overview of Drake Software's 2026 AFTR course and AFSP bundles available now on DrakeCPE.com. Whether you’re a returning participant or exploring AFSP for the first time, this session will help you understand key deadlines, requirements, and how to take the next step with confidence.

Ready to launch or grow your tax practice? This session is designed for both new and aspiring tax professionals who want to build a successful, compliant business. You’ll learn the essential steps—like obtaining your PTIN and EFIN, choosing the right software, meeting compliance requirements, and attracting clients. We’ll explain why each step matters and show how Drake Software supports you at every stage. Whether you’re starting a side business or building a full-time practice, you’ll leave with a clear, confident plan for success.

Drake Tax helps you prepare returns. The Practice Essentials Bundle helps you run your entire tax practice more efficiently. Join us for an in-depth look at Drake's Practice Essentials Bundle and discover how Workflow, Client Portals, E-Sign, and Drake Pay work together to create a connected, streamlined experience for your firm and your clients. Through a live demonstration, we'll explore the key capabilities of the products, practical use cases, and the value they deliver throughout the tax return lifecycle—from client onboarding and document collection to return tracking, signature management, and payment processing. In this session, tax professionals will discover tools to: • Track returns through every stage of production with customizable workflows and real-time visibility • Assign, manage, and monitor staff workloads to improve accountability and efficiency • Simplify document collection with secure Client Portals and integrated checklists • Enhance client communication through secure messaging and centralized document access • Accelerate return completion with integrated E-Sign capabilities • Streamline payment collection and improve client convenience with Drake Pay • Reduce manual processes and create a more consistent experience for both staff and clients • Maximize the value of tools designed specifically to work with Drake Tax Whether you're currently using parts of the bundle or evaluating new ways to improve efficiency, this tax webinar will provide a deeper understanding of the features, benefits, and real-world applications of Drake's Practice Essentials solutions. Please note: This one-hour webinar is intended to highlight the value and capabilities of Drake's Practice Essentials Bundle through a live demonstration. Training resources will be provided for attendees interested in deeper product education.