Overview

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

Available Courses

• 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.

Registration

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 correspond to 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.

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.

Order History and Receipts

To see and print a detailed invoice for a course,

• Sign in to Drake CPE and select My Courses in the top right.

• Select Order History from the menu on the left.

• Select Details under the applicable order.

• A detailed invoice displays and you can choose to Print or create a PDF Invoice.