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 Federal Tax Refresher (AFTR) course.

Available Courses

• Courses can be filtered by Course Type or Topic from the menu on the left of the Home page.

• Select a course thumbnail 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 (https://www.drakecpe.com/login)

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 reported to the IRS.

     • Registrants are responsible for ensuring that the name and PTIN provided match IRS PTIN records.

     • A PTIN is not required if you are taking the courses for informational purposes only and do not need 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. Select the DrakeCPE logo to return the Home page.

3. When you are ready to checkout, select the Shopping Cart in the top right and 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 completed your purchase, you can launch it from My Courses in the top right after signing in. You can also review your CPE Details and other account information in this location.

Update Profile

To update your profile, follow these steps: 

• Sign in to DrakeCPE.com and select My Courses in the top right.

• Select My Info from the menu on the left to update your name, address, or PTIN.

Order History and Receipts

To see and print a detailed invoice for a course,

• Sign in to DrakeCPE.com 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.