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15338: Drake CPE - Creating an Account & Registering for Courses


DrakeCPE

How do I use the Drake CPE website and create an account? 

Online training is available from the Drake CPE website for both Drake customers and non-Drake customers. Included are self-study courses, on-demand courses, and the Annual Filing Season Program.

    

  • To get started, click to view the courses available in one of the three areas Self-Study, On-Demand, and Annual Filing Season Program.  
  • At the next window review the courses and their details before selecting the course you would like.  When you click the Details button, you will be able to review pre-requisites, a course description, learning objects, and CPE facts.
  • Click Add to Cart to select the course.  If you want to add another course, return to the area of interest using the links to the left.

  • When you have added all the courses you would like, click View Cart at the top.


  • You will be presented with your Shopping Cart, where you can remove a course or apply a discount code. Click Checkout when you are ready to pay for your purchases.
  • You must log in or register as a Drake CPE account holder to continue the payment process.
  • Enter your Drake CPE credentials.
  • Once you have successfully logged in, you will be re-directed to your cart to complete your purchase.

Once you have registered for a course, you can view it under My Courses at the top of the window. You can also review your CPE Details and other account information in this location. 


Registration for Drake CPE

To register for one of the courses, you need to create an account by clicking the Log In link at the top of the page (www.DrakeCPE.com)

  1. To create a Drake CPE account, click the Register button under Welcome! Please Sign In on the left under New Customer
    • The term New Customer does not correlate with your Drake Software account status. All persons wishing to use Drake CPE must create an account regardless of whether or not they have a Drake Software account.
      • A returning customer would be someone who has already created a Drake CPE account. The account is not the same as your Drake Support account credentials. 
    • The registration process will require you to enter your PTIN so that your CPE credits can be forwarded to the IRS. 
      • A PTIN is not required if you are taking the courses for informational purposes only and do not want to get CPE credit. 
    • During registration, you will also be asked to set up a security question and validate your registration through reCAPTCHA.
  2. After creating an account, select the course you would like to take from those available and add it to your cart.
  3. When you are ready to checkout, click the Checkout button. 
    • You may also create your account at the time you check out instead of creating it before adding items to your cart. 

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