Drake eval

[jklcpa]

Thank you jklcpa. This is good info. The closest seminar for me is 150 miles away!

Time was also spent going over various ways to set up the billing, by form or by time, and the ways to override it all or make adjustments and notations on the bill.

Other topics covered included conversions, organizers, letters and customizing, maximizing data entry through quick keystrokes, hot keys and macros, importing data for Sch D or K-1s, diagnostics, viewing & printing ease, and client tools such as e-mailing to clients from within the return, setting up worksheets, amortization.

A bit of time was also spent on the resources made available to preparers by way of the tutorials and training with available CPE, live and prerecorded webinars. The courses are free to all users, and you only pay if you want to have credits earned. I'm not sure if CPE can be earned from a prerecorded webinar, probably only the live ones. It will also track staff training by switching to "quiz mode" that wil track by individual staff members. A RTRP course is also available accessed from the online resources.

Instructor would have gone over bank products but only one participant offered them and was already set up for that. No one else was interested so she skipped that part of the presentation and spent more time on other topics.

[jklcpa]

CPE credits, if one chooses to pay for them, are currently $10 per credit hour. I'll probably be doing some of these as self-study soon. Delaware's 2-year reporting period ends 6/30/13, and I still am a few credits short at this point.