CPAacademy.org | TAX PREPARERS: BOOST YOUR FIRM'S EFFICIENCY WITH

Content Provider

Tax Preparers: Boost Your Firm’s Efficiency With Drake Software

Software Demo Included

Computer Software and Applications

TAX PREPARERS: BOOST YOUR FIRM'S EFFICIENCY WITH DRAKE SOFTWARE

Available Date(s)

Wednesday, December 11, 2024: 2:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner

Course Description

Discover why CPAs gave Drake Tax the highest overall rating in the AICPA Journal of Accountancy 2023 Tax Software Survey for the twelfth consecutive year. This webinar introduces time-saving software features and explores which firms would benefit from adopting Drake Software’s professional tax preparation solution. Topics include software capabilities, return preparation, e-filing, practice management tools, and pricing.

Learning Objectives:

Practice navigation and time-saving features within the software

Evaluate various setup and performance options

Define client communications features

Identify and apply practice management tools

Present little-known “insider” features

Jeff Graham

Drake Software
Software Sales & Systems Consultant
[email protected]
(563) 344-9613

As a Drake Software Sales & Systems Consultant, Jeff helps accounting firms and tax professionals optimize their workflow. He holds a Bachelor of Education from Western Carolina University and has over eight years of sales experience, including seven at Drake Software. Jeff specializes in accounting, SaaS, and building long-term client relationships.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

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About Our Presenter

Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake is also consistently recognized for excellence in quality, value, and reliability. As part of its commitment to innovation and customer success, the company has continued to expand product offerings, integrations, and customer-service efforts—more than doubling its customers over the past decade.