Classroom Training 2020

The current state of COVID-19 will affect the availability of in-person sessions. For now, we are excited to make our training classes available through live, interactive, instructor-led webcasts.

To help you learn to use our products, Drake Software offers classroom-style training on our Drake Tax and Drake Accounting programs. Drake instructors will guide you through engaging and informative courses designed for beginners and veterans alike. CPE credits are available for attending.

If you require special accommodations, please contact us before the event at Education@DrakeSoftware.com.

Have questions? Check our FAQ page. If you cannot find an answer to your question there, email us at Education@DrakeSoftware.com.

Drake Tax 

Drake Tax Basics Webcast (4 hours, $79) 1pm–5pm (ET)
Register before midnight ET 30 days prior to the date of the class to receive a 5% discount.

This four-hour course introduces the basics of Drake Tax. New Drake users will learn how to prepare tax returns in Drake Tax, view and print tax returns, e-file tax returns and use various Drake tools, including the Client Status Manager, Update Manager, and more.   

Drake Tax Basics Webcast additional information  
Drake Tax Basics Webcast CPE Details

Dates: 

 

Drake In-Depth: Self-Employment, Rentals, and Assets for Individuals in Drake Tax Webcast (4 hours, $79) 1pm–5pm (ET)
Register before midnight ET 30 days prior to the date of the class to receive a 5% discount.

This course leads you through data entry in Drake Tax for Schedule C – Business Income and Schedule E – Rental Income. You’ll also learn how to enter depreciable assets and record group and installment sales.

Drake In-Depth Webcast additional information
Drake In-Depth Webcast CPE Details

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Drake Documents and Drake Portals Webcast (3 hours, $59) 1pm–4pm (ET)
Register before midnight ET 30 days prior to the date of the class to receive a 5% discount.

Learn how to use Drake Documents and Drake Portals to streamline workflow, store documents digitally, and serve clients who can’t make it into the office. This course gives you an understanding of all the benefits and features, including how to collect e-signatures either in person or online.

Drake Documents and Drake Portals Webcast additional information
Drake Documents and Drake Portals Webcast CPE Details

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Beyond the Basics: Return Prep in Drake Webcast (3 hours, $59) 1pm–4pm (ET)
Register before midnight ET 30 days prior to the date of the class to receive a 5% discount.

This three-hour course walks students through data entry for tax return preparation beyond the basic return. You will learn how to enter various items for an individual return.

Beyond the Basics: Return Prep in Drake Webcast additional information
Beyond the Basics: Return Prep in Drake Webcastt CPE Details

Dates:

 

Administrative Duties in Drake Webcast (3 hours, $59) 1pm–4pm (ET)
Register before midnight ET 30 days prior to the date of the class to receive a 5% discount.

This three-hour course walks students through various administrative tasks in Drake Tax including setting up the program, generating reports and client communications, and performing daily processes.

Administrative Duties in Drake Webcast additional information
Administrative Duties in Drake Webcast CPE Details

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Drake Accounting

2021 Drake Accounting Developer’s Preview (8 hours, $159) 8:30am – 4:40pm (ET)
Register before midnight ET 30 days prior to the date of the class to receive a 5% discount.

This eight-hour developer-led course is designed to train users on newly added features and enhancements to Drake Accounting.

2021 Drake Accounting Developer’s Preview Webcast additional information  
2021 Drake Accounting Developer’s Preview Webcast CPE Details

Dates: 

Drake Accounting Payroll & Beyond Webcast (4 hours, $79) 1pm–5pm (ET)
Register before midnight ET 30 days prior to the date of the class to receive a 5% discount.

This four-hour course introduces you to Drake Accounting payroll. You’ll learn how to set up payroll options, deductions and benefits, and employees, as well as how to process live, after-the-fact, and batch payroll, including how to print checks. You will also learn how to produce and e-file 941 and W-2 tax returns. 

Drake Accounting Payroll & Beyond Webcast additional information 
Drake Accounting Payroll & Beyond Webcast CPE Details

Dates: 


 

Drake Accounting Bookkeeping & Beyond Webcast (4 hours, $79) 1pm–5pm (ET)
Register before midnight ET 30 days prior to the date of the class to receive a 5% discount.

This four-hour course introduces you to the bookkeeping features of Drake Accounting. You’ll learn how to set up a client and their chart of accounts, use payables to create vendors, invoices, and process payments. You’ll also learn how to set up receivables, enter manual transactions, perform a bank reconciliation, export to Drake Tax and complete year end close. 

Drake Accounting Bookkeeping and Beyond Webcast additional information  
Drake Accounting Bookkeeping and Beyond Webcast CPE Details

Dates: 

 

Drake Accounting Processing Forms W2 and 1099 Webcast (2 hours, $59) 1pm–3pm (ET)
Register before midnight ET 30 days prior to the date of the class to receive a 5% discount.

This two-hour course reviews what is required to generate, process, and upload Forms W2 and 1099.  The objectives of this course are to: review the setup required in Drake Accounting to process and print regular and on-the-fly Forms W2 and 1099, prepare and print Forms W2 and 1099, discuss the steps that are required in order to electronically upload Forms W2 and 1099, demonstrate how to produce on-the-fly Forms W2 and 1099, with minimal setup, for clients who keep their own books.

Drake Accounting Processing Forms W2 and 1099 Webcast additional information 
Drake Accounting Processing Forms W2 and 1099 Webcast CPE Details

Dates: