Learning Resources

Click Support.DrakeSoftware.com – for product documentation, software updates, plus access to these online tools:

Knowledge Base – Constantly updated and enhanced with troubleshooting help and business strategies and software issues, to the latest tax news. Moderated by Drake employees.
State information – Information on reject codes, e-file mandates, addresses, and e-filing explanations and instructions.
Viewable EF Database – Real-time status of e-filed returns. Rejected and accepted returns, checks that are available for printing, and multiple reports.
Broadcast email – news about Drake updates and happenings in the tax industry.

Individual and group training, staff development, and continuing education tools

e-Training Center (ETC) – Providing training for your entire office, Drake ETC offers a variety of interactive tax courses, from basic 1040 preparation to corporations and partnerships — all with available CPE credits. View tutorials on the basics of Drake Software, and use practice returns to familiarize yourself with entering data in Drake. Both student and administrator can view the student’s progress using our handy report card feature.
Drake Passport to Success – Get ready for a great tax season with Drake by

completing an itinerary of important pre-season tax and software topics. We’ll stamp your Passport along the way to track your progress, and you’ll receive a special certificate at the end of your journey. Passport to Success is available at Support.DrakeSoftware.com.
Videos – Learn the basics of Drake Software, including setup, navigation and e-filing.
Practice Returns – Become familiar with the basics of data entry and e-filing in Drake. Use the supplied information to practice data entry and create returns

in the program, and to practice e-filing returns and correcting rejects. Available at Drake ETC, at Support.DrakeSoftware.com, or on the Drake install CD.
Webinars – View recorded and live webinars to get an overview of customizing, navigating and e-filing with Drake Software. Also covered are the practice management tools that are part of Drake Software. Also available in Spanish.

Classroom Training – Live training courses held across the U.S. and at Drake headquarters in Franklin, NC. (Coming Soon)
Software Seminars – Get an up-close

Update Schools – Held each fall, these classes present the latest changes in tax law and Drake Software, offer CPE credit, and let you network

with other Drake users. You can also buy a video if you’re unable to attend an Update School. Find dates and locations

146 September Embers Dr
Franklin, NC 28734-7989

(828) 349-9669 or Toll-Free in
Ohio, Tennessee & Kentucky at
(800) 890-9500

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