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
Customizing Drake Software	5/24/2017 3:00 pm	$15 ($19 non-Drake)	Register
In this webinar we will demonstrate how to create custom, global settings in Drake Software that can increase office efficiency and decrease return preparation time. At the end of this webinar you will be able to: • Recognize how flags and locks are assigned to data fields • Recall how custom drop lists can be used for tracking client data • Select automatic password protection for PDF documents • Identify how user-defined shortcuts are created • Arrange print sets and form order lists
Going Paperless Webinar	5/25/2017 3:00 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	5/30/2017 11:00 am	$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.
Collecting Preparer Fees	5/31/2017 2:00 pm	$15 ($19 non-Drake)	Register
In this webinar we will take a close look at a topic of interest to all preparers – getting paid for their services. At the end of this webinar you will be able to set up, format, and customize the client bill in Drake to meet your specific needs, use the BILL screen of a return to track payments and adjust the bill per client, accept payment via credit card or collect fees using bank products, run accounts receivable and other income and fee tracking reports, and access resources and learn how other preparers charge for their services.
Drake 101 - Program Settings and Tools	6/1/2017 1:00 pm	$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.
Drake 101 - Data Entry	6/6/2017 3:00 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 70 minutes.
Drake 101 - e-Filing Returns	6/8/2017 11:00 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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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.


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