Tax News and Growth Insights Webinar

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.

Tax season doesn't always end when a return is accepted. IRS notices, audit inquiries, and tax-related identity theft issues can arise long after filing. Join us for an introduction to Drake Audit Defense, Drake Software's new post-filing solution designed to help tax professionals better support their clients when covered issues arise. During this webinar, you'll learn how Drake Audit Defense can: Reduce your firm's post-filing workload. Strengthen long-term client relationships. Deliver a seamless, Drake-branded client experience. Eliminate the need to build an in-house tax resolution department. We'll also review enrollment options for the 2026 tax year and demonstrate how Drake Audit Defense extends the value your firm provides long after the tax season ends.

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.

Drake is moving fast—and we're building with your future in mind. Join us for an exclusive look at the latest enhancements, new features, and upcoming innovations designed to help you work smarter, serve clients more efficiently, and prepare for Tax Year 2026. During this special webinar, we'll share what we've recently released, what we're actively developing, and what's on the horizon across the Drake ecosystem. From workflow improvements and client experience enhancements to powerful new technologies, you'll get a firsthand look at how we're continuing to invest in the tools you rely on every day. Whether you're a longtime Drake user or simply want a preview of what's ahead, you'll leave with valuable insights into the future of Drake Software and how these innovations can help your firm stay ahead.

Looking for ways to add value to your tax practice while offering more flexible payment options to your clients? Join us for a deep dive into Drake Software’s Bank Products—designed to simplify refund processing and support your business growth. In this webinar, we’ll explore how bank products can: Provide clients with refund disbursement options like direct deposit, prepaid cards, and checks Help tax professionals reduce upfront fees and improve cash flow Seamlessly integrate with Drake Tax to save time and reduce paperwork Create a new revenue stream for your tax office We’ll also review eligibility, setup, and how to choose the right banking partners for your firm. Whether new to bank products or looking to optimize your current process, this session will help you make the most of this powerful offering.

Stay informed on one of the newest federal initiatives affecting taxpayers and tax professionals. Join Drake Tax's Government Relations team for an overview of Trump Accounts, including the latest legislative and regulatory developments, eligibility requirements, implementation timelines, and how these changes may impact your clients and your practice. During this webinar, our Government Relations experts will explain what is currently known, discuss pending guidance, highlight planning considerations, and answer common questions to help you prepare for the upcoming filing seasons. Whether you're looking to understand the legislation or stay ahead of emerging tax policy changes, this session will provide practical insights and the latest information available. Topics include: Overview of Trump Accounts and current legislation Recent federal updates and implementation guidance Eligibility and key provisions Potential impacts on taxpayers and tax professionals Frequently asked questions and planning considerations Live Q&A with Drake Tax's Government Relations team

Join Jacob Meyer from The TaxBook and Amanda Watson, EA, from Drake Software, for an informative session exploring today's best practices for tax research and how artificial intelligence is transforming the research experience. During this webinar, you'll learn practical strategies for conducting accurate, efficient tax research while staying current with evolving tax law. We'll also highlight recent enhancements to The TaxBook WebLibrary, demonstrate how Drake Software integrates seamlessly with The TaxBook, and provide an exclusive look at TaxBert, The TaxBook's AI-powered tax research assistant. Whether you're researching complex tax questions or looking for ways to improve your firm's efficiency, this session will showcase tools and techniques that can help you work smarter and serve your clients with confidence.

A high-level webinar focused on how Drake's bank and payment solutions can support your firm growth and provide added value for tax professionals and your clients.

A timely overview of the midterm election results and key developments relevant to tax professionals.

Take your tax practice beyond return preparation with Drake's Practice Essentials Bundle. Learn how Drake Workflow works alongside Drake Tax, Drake Tax Online, Portals, E-Sign, and Documents to help your firm manage tasks, track return progress, collaborate with clients, and monitor activity from document collection through payment. See how Practice Essentials can help simplify your firm's workflow and keep your team connected throughout tax season.