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 Standard Time (EST)

Title	Date/Time	Cost with CPE
2019 Tax & Industry Update	12/10/2019 3:00 pm	$29 ($39 non-Drake)	Register
In this webinar, John Sapp, CPA and Drake Software Vice President, presents an overview of the continuing effects of the Tax Cuts & Jobs Act, form changes for 2019, and critical knowledge about protecting taxpayer data. This webinar is based on presentations given at the 2019 Drake Update Schools.
2019 Tax & Industry Update	12/13/2019 9:00 am	$29 ($39 non-Drake)	Register
In this webinar, John Sapp, CPA and Drake Software Vice President, presents an overview of the continuing effects of the Tax Cuts & Jobs Act, form changes for 2019, and critical knowledge about protecting taxpayer data. This webinar is based on presentations given at the 2019 Drake Update Schools.
2019 Tax & Industry Update	12/30/2019 1:00 pm	$29 ($39 non-Drake)	Register
In this webinar, John Sapp, CPA and Drake Software Vice President, presents an overview of the continuing effects of the Tax Cuts & Jobs Act, form changes for 2019, and critical knowledge about protecting taxpayer data. This webinar is based on presentations given at the 2019 Drake Update Schools.
2019 Tax & Industry Update	1/3/2020 2:00 pm	$29 ($39 non-Drake)	Register
In this webinar, John Sapp, CPA and Drake Software Vice President, presents an overview of the continuing effects of the Tax Cuts & Jobs Act, form changes for 2019, and critical knowledge about protecting taxpayer data. This webinar is based on presentations given at the 2019 Drake Update Schools.
2019 Tax & Industry Update	1/6/2020 3:00 pm	$29 ($39 non-Drake)	Register
In this webinar, John Sapp, CPA and Drake Software Vice President, presents an overview of the continuing effects of the Tax Cuts & Jobs Act, form changes for 2019, and critical knowledge about protecting taxpayer data. This webinar is based on presentations given at the 2019 Drake Update Schools.
Drake 101 - Program Settings and Tools	1/7/2020 9:00 am	$15 ($19 non-Drake)	Register
This is a basic course designed to assist Drake Software users with the required and basic program setup and Tools menu in Drake Software. This webinar will explain how to complete the three required settings, demonstrate how to configure other basic setup items listed on the Setup menu, and discuss several features on the Tools menu used in everyday practice.
What's New in Drake Tax 2019	1/13/2020 3:00 pm	$29 ($39 non-Drake)	Register
In this webinar, learn about Drake Tax 2019 data entry and application enhancements. Topics include: an overview of updates to various data entry screens, a recap of the 4562 asset import, the state extension (STEX) screen, changes made to several client communications tools offered in Drake Tax including client result letters and filing instructions, and demonstrations of digital signatures with Drake e-Sign and updates to SecureFilePro. This webinar is based on presentations given at the 2019 Drake Update Schools. For an overview of tax updates and their effect on data entry, view the “2019 Update School - What's New in Drake Tax Webinar”.
2019 Tax & Industry Update	1/16/2020 10:00 am	$29 ($39 non-Drake)	Register
In this webinar, John Sapp, CPA and Drake Software Vice President, presents an overview of the continuing effects of the Tax Cuts & Jobs Act, form changes for 2019, and critical knowledge about protecting taxpayer data. This webinar is based on presentations given at the 2019 Drake Update Schools.
What's New in Drake Tax 2019	1/17/2020 10:00 am	$29 ($39 non-Drake)	Register
In this webinar, learn about Drake Tax 2019 data entry and application enhancements. Topics include: an overview of updates to various data entry screens, a recap of the 4562 asset import, the state extension (STEX) screen, changes made to several client communications tools offered in Drake Tax including client result letters and filing instructions, and demonstrations of digital signatures with Drake e-Sign and updates to SecureFilePro. This webinar is based on presentations given at the 2019 Drake Update Schools. For an overview of tax updates and their effect on data entry, view the “2019 Update School - What's New in Drake Tax Webinar”.
Drake 101 - Data Entry	1/17/2020 4:00 pm	$15 ($19 non-Drake)	Register
This is a basic course designed to familiarize Drake Software users with navigating data entry while preparing a tax return using Drake Software. Upon completion of this course, the student will: Successfully create or open a return in Drake Software, navigate within the software screens and windows, perform data entry for a 1040 return, split a joint 1040 return to married filing separately, enter an amended return and explain how to create an extension, calculate, view, and print a completed return, describe how to access online support resources. NOTE: The duration of this webinar is 60 minutes.
What's New in Drake Tax 2019	1/20/2020 1:00 pm	$29 ($39 non-Drake)	Register
In this webinar, learn about Drake Tax 2019 data entry and application enhancements. Topics include: an overview of updates to various data entry screens, a recap of the 4562 asset import, the state extension (STEX) screen, changes made to several client communications tools offered in Drake Tax including client result letters and filing instructions, and demonstrations of digital signatures with Drake e-Sign and updates to SecureFilePro. This webinar is based on presentations given at the 2019 Drake Update Schools. For an overview of tax updates and their effect on data entry, view the “2019 Update School - What's New in Drake Tax Webinar”.
Drake 101 - e-Filing Returns	1/22/2020 10:00 am	$15 ($19 non-Drake)	Register
This is a basic course designed to assist Drake Software users with the required setup and steps to successfully e-file a return. In this webinar, we will discuss the EFIN application process, set up Drake Software to e-file returns, discuss the four-step process of electronic filing, review the types of acknowledgements, use the EF Database to review electronic filing data for returns, and diagnose and resolve electronic filing rejections.


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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.


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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

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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.


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