Tax News and Growth Insights Webinar

Join us for an engaging conversation with experts from Drake Software and Rightworks as we explore the ins and outs of hosting your tax software in the cloud. This won’t be a traditional presentation or product demo, instead, we’ll have an open conversation about what cloud hosting really means, the benefits it can provide, and how Drake and Rightworks work together to deliver a secure, reliable hosting experience for tax professionals. Our panel will share real-world examples, clarify industry buzzwords, and answer your questions live. Learning Objectives: By the end of this session, attendees will be able to: Differentiate between desktop software, hosted software, and web-based software in a tax practice context. Identify key benefits of hosting Drake desktop applications in the cloud, including security, accessibility, and cost considerations. Understand how Rightworks supports Drake Software products and other applications in a secure, accountant-focused environment. Evaluate whether cloud hosting is the right fit for their firm’s workflow and technology needs

Join us for a practical, insight-packed webinar designed to help tax professionals confidently navigate remote tax preparation. As more client interactions move online, maintaining security, efficiency, and trust has never been more critical. In this session, we’ll walk through proven strategies and tools to help you operate securely and seamlessly in a remote environment. You’ll learn how to strengthen client communication, implement multi-factor authentication (MFA) to protect sensitive data, and securely exchange documents using Drake Portals. We’ll also share best practices for safeguarding client information while creating a smooth, professional client experience from start to finish.

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efficiently prepare and file Form 1040-X. In this session, you will learn how to: Understand the differences between superseded and amended returns Identify requirements for e-filing Form 1040-X Apply best practices for filing accurate and timely amended returns This webinar is designed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.