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

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

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 11, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
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

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Jeff Graham

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

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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.

About Our Presenter

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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.