Drake Software

Webinars

Drake e-Training Center Webinars are an effective and convenient way to enhance your knowledge through online learning, and to earn CPE credits. Webinar topics range from tax subjects to Drake Software applications, with new webinars being added each month. Our webinars are presented with live panelists, so you’ll have the opportunity to ask questions during the event. Earn CPE for your participation (no tests required) and keep track of your completed webinars and CPE certificates online, using your Drake e-Training Center account.

Upcoming Webinars:

All Times Eastern Daylight Time (EDT)

Title	Date/Time	Cost with CPE
Depreciation in Drake	8/23/2017 10:00 am	$15 ($19 non-Drake)	Register
In this webinar we will take a close look at entering depreciable assets in Drake Software. At the end of this webinar you will be able to: • Recognize when to use the Depreciation detail screen to enter assets • Identify required fields on the 4562 screen needed to calculate depreciation • Describe how to use the AUTO screen to produce the Auto Worksheet for vehicle expenses • Name the steps to generate Form 4797 for the sale of business assets
Going Paperless Webinar	8/29/2017 2:00 pm	$15 ($19 non-Drake)	Register
This webinar provides Drake Software users a general overview of the features available to help streamline their tax practice and develop a paperless workflow. Includes a practical discussion of the use of the Document Manager, SecureFilePro, GruntWorx and more. Upon completion of this course, the student will be able to: Identify various time-saving features in Drake,apply best practices for establishing and maintaining a paperless workflow, and locate additional information and resources for the Drake products reviewed.
Drake Documents	8/31/2017 3:00 pm	$15 ($19 non-Drake)	Register
This is a basic course designed to assist Drake Software users to setup and use Drake Document Manager. Upon completion of this course, the student will: • Utilize Drake Documents features to streamline workflow with digital storage. • Set up the Document Manager, and choose the correct cabinet type for your workflow. • Save copies of tax returns and work papers to the Drake Documents Document Manager. • Work with documents saved in the Document Manager. • Back up Document Manger contents. • Archive files to the Archive Cabinet.


Company Name:
First Name:
Last Name:
Address:
Address 2:
City:
State:
ZIP:	-
(xxx-xxx-xxxx) Phone:	--
(Used for account activation) E-mail:

Designation or State Affiliation	Account Setup Requirements
Unenrolled or Other Tax Return Preparers who need to report credits earned to the IRS	Select “Yes” from the CPE Credits drop list. Check the Unenrolled/Other tax return preparer? box. Enter your PTIN in the PTIN field (required). Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. Credit earned will be reported to the IRS within 10 days.
Enrolled Agents (EAs)	Select “Yes” from the CPE Credits drop list. Check the Enrolled Agent? box. Enter your PTIN in the PTIN field (required). Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. Credit earned will be reported to the IRS within 10 days.
Certified Public Accountants (CPAs)	Select “Yes” from the CPE Credits drop list. Check the CPA box. If applicable, check one of the state specific boxes: Pennsylvania CPA? – If you require credits for renewal with the Pennsylvania State Board of Accountancy or Texas CPA? – If you require credits for renewal with the Texas State Board of Accountancy. CPAs are responsible for reporting continuing education to their state board based on their state regulations. A National Association of State Boards of Accountancy Certificate (NASBA) is issued to all CPAs, unless Texas is selected or Pennsylvania is selected for self-study courses. To have all credits earned reported to the IRS, so they are listed in your IRS PTIN account, enter your PTIN in the PTIN field. Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account.
California Registered Tax Preparers (CRTPs)	Select “Yes” from the CPE Credits drop list. Enter your California Tax Education Council Preparer Number in the CTEC# field. To also report credits to the IRS, enter your PTIN in the PTIN field. Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. CRTPs receive a CTEC certificate that includes all relevant CTEC and IRS course information. Credit earned will be reported to the IRS and CTEC within 10 days.


User Name:
Password:
Confirm Password:
Security Question:
Answer:


User Name:
Password:
Confirm Password:
Password Question:
Answer:
Administrator?	YesNo
First Name:
Last Name:
E-Mail:
CPE Credits?	YesNo

Designation or State Affiliation	Account Setup Requirements
Unenrolled or Other Tax Return Preparers who need to report credits earned to the IRS	Select “Yes” from the CPE Credits drop list. Check the Unenrolled/Other tax return preparer? box. Enter your PTIN in the PTIN field (required). Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. Credit earned will be reported to the IRS within 10 days.
Enrolled Agents (EAs)	Select “Yes” from the CPE Credits drop list. Check the Enrolled Agent? box. Enter your PTIN in the PTIN field (required). Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. Credit earned will be reported to the IRS within 10 days.
Certified Public Accountants (CPAs)	Select “Yes” from the CPE Credits drop list. Check the CPA box. If applicable, check one of the state specific boxes: Pennsylvania CPA? – If you require credits for renewal with the Pennsylvania State Board of Accountancy or Texas CPA? – If you require credits for renewal with the Texas State Board of Accountancy. CPAs are responsible for reporting continuing education to their state board based on their state regulations. A National Association of State Boards of Accountancy Certificate (NASBA) is issued to all CPAs, unless Texas is selected or Pennsylvania is selected for self-study courses. To have all credits earned reported to the IRS, so they are listed in your IRS PTIN account, enter your PTIN in the PTIN field. Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account.
California Registered Tax Preparers (CRTPs)	Select “Yes” from the CPE Credits drop list. Enter your California Tax Education Council Preparer Number in the CTEC# field. To also report credits to the IRS, enter your PTIN in the PTIN field. Verify that the name entered in the First Name and Last Name fields matches the name as it appears on your IRS PTIN account. CRTPs receive a CTEC certificate that includes all relevant CTEC and IRS course information. Credit earned will be reported to the IRS and CTEC within 10 days.

Webinars

To register, sign into your e-Training Center account

Need to create an account?

Returning Users

Important Information Regarding Account Setup and Continuing Education

Important Information Regarding Account Setup and Continuing Education

The administrator account for this EFIN has already been created. To obtain a student profile, please contact your office administrator.


EFIN:
Drake Password: