Frequently Asked Questions

 

General

I've purchased a course. Now what?

To access purchased courses and track your progress and total number of continuing education credits earned, go to My Courses, located at the top of the page when logged into your DrakeCPE account.

How can I print a receipt for a purchased course?

View or print a copy of a receipt from the My Account - Order History page. Locate the order in the list to access receipt details and print options.

I would like to update, edit, or add a new method of payment?

Add a debit card or credit card to your account which will be used to make purchases on DrakeCPE.com from the My Account - Manage Credit Card page.

What do I do when my name is not being printed correctly on my CPE certificate?

Confirm that you have entered your name correctly on the My Account - My Info page.

Enter or edit your customer account information and specifics about your professional designation, which is required for the proper awarding and reporting of continuing education earned through DrakeCPE.com.

See CPE FAQs for more details.

How can I make my CPE credits show up on my IRS PTIN account?

Enter or edit your customer account information on the My Account -  My Info page. Specifics about your professional designation are required for the proper awarding and reporting of continuing education earned through DrakeCPE.com.

See CPE FAQs for more details.

How can I change my DrakeCPE account password?

Change your password from the My Account - Change Password page.

What are the DrakeCPE cancellation and refund policies?

We want for you to be satisfied with your DrakeCPE courses. If for any reason you need to cancel a purchase or registration, send your request to Support@DrakeCPE.com.

For Webinars, email your request prior to the start of the webinar. Please include the following information in your cancellation request: Your name and the name and date of the webinar.

For more information regarding the refund policy, or to address concerns or complaints regarding courses, contact the DrakeCPE support team at Support@DrakeCPE.com.

What are the system requirements for viewing DrakeCPE courses?

DrakeCPE courses are viewed online, either from your computer Internet browser or your mobile device. The requirements vary, depending on the delivery method. See either the system requirements for webinars or, for self-study and on-demand courses, read below: 

Self-Study/On-Demand System Requirements

Windows

Internet Explorer versions 9, 10, or 11
Microsoft Edge
Chrome 56
FireFox 51

Mac

Safari 10.0.3
Chrome 56
Firefox 51

iOS 10

Safari

Android 5.0

Chrome 

Courses

How do I access my purchased courses?

Access your purchased courses from the My Courses page. Also track your progress and total CPE credits earned on the My Courses page.

Courses/On-Demand Webinars – View and access your self-study and on-demand webinars. Course details are listed, including course status (not started, started, completed, etc...) and course expiration date. Print CPE certificates for completed courses.

Webinars – View and access your upcoming and completed webinars, download materials, and print CPE certificates.

Total CPE Credits – Track and view the total number of CPE credits earned on DrakeCPE.com, including number of credits in progress, completed, pending, and expired. 

What is a Webinar?

A webinar is a scheduled online presentation during which you can interact with subject-matter experts and earn continuing education for attending. Webinars are coming soon!

What is an On-Demand webinar?

On-demand webinars are webinar recordings that you view on your own schedule and then take a final exam to earn CPE. Access purchased on-demand webinars from the My Courses page.

How is CPE earned for taking an on-demand webinar?

View the recorded webinar and online materials, then pass the final exam with a score of 70% or higher to earn continuing education credits.

Note that typical webinar interactivity (such as polls and Q&A features) is not available during on-demand webinars, even though it might be visible during the webinar recording.

What is the refund/cancellation policy for On-Demand webinars?

To request a refund, email Support@DrakeCPE.com. The refund request must be made within 30 days of purchasing the Self-Study or On-Demand course. To be granted a full refund, you must not have completed and earned CPE for the course. No refunds will be issued after the course expiration date.

What is a Self-Study course?

A self-study course is taken on your own time, at your own pace. It consists of online study materials, review questions, and a final exam. To earn CPE, a passing score of 70% of higher must be achieved on the final exam. 

Access purchased course from the My Courses page. All the materials required to take the course are provided on this page, including the online and printable lessons and the final exam.

How is CPE earned for taking a Self-Study course?

Study the online materials provided for the course and pass the final exam with a score of 70% or higher to earn continuing education credits. 

What is the refund/cancellation policy for Self-Study courses?

To request a refund, email Support@DrakeCPE.com. The refund request must be made within 30 days of purchasing the Self-Study or On-Demand course. To be granted a full refund, you must not have completed and earned continuing education for the course. No refunds will be issued after the course expiration date.

For more information regarding the refund policy or to address concerns/complaints regarding courses, contact the DrakeCPE support team at Support@DrakeCPE.com.

Once I purchase a Self-Study or On-Demand course, does it ever expire?

Self-Study courses and On-Demand webinars expire one year from the date of purchase; therefore, CPE credit will not be granted for courses completed past the one-year expiration date.

What are the system requirements for viewing DrakeCPE courses?

DrakeCPE courses are viewed online, either from your computer Internet browser or your mobile device. The requirements vary, depending on the delivery method. See either the system requirements for webinars or, for self-study and on-demand courses, read below: 

Self-Study/On-Demand System Requirements

Windows

Internet Explorer versions 9, 10, or 11
Microsoft Edge
Chrome 56
FireFox 51

Mac

Safari 10.0.3
Chrome 56
Firefox 51

iOS 10

Safari

Android 5.0

Chrome 

CPE

How are CPE credits earned on DrakeCPE?

To earn continuing education for completing courses on DrakeCPE, you must either:

 - Respond to 75% or more of the Presence Manager pop-ups displayed during a Webinar
 - Score 70% or better on the final exam for a Self-Study or On-Demand Webinar course.

Certificates are awarded for successful completion and may be printed from the My Courses page of your account.  

Why am I having CPE issues (such as incorrect information being printed on a certificate or CPE not being reported properly)?

The certificate awarded is based on the details provided when you created your account; therefore, it is important that your customer information is correct and complete. Verify entries on the My Info page. If you print your certificate and find that the information on it is not correct, edit your account accordingly and reprint your certificate.

To ensure that continuing education earned is awarded, and if necessary, reported timely, review the following account set up guidelines for the My Account - My Info page:

First Name and Last Name – Enter your name exactly as it appears on your IRS PTIN account.

Professional Designation – Check the boxes that apply.

State License – If you maintain a Texas or Pennsylvania CPA license, check the box that applies.

PTIN – You must enter a PTIN if you are an EA or Unenrolled preparer, or if you want your CPE reported to your IRS PTIN account.

CTEC – Enter a CTEC # if you are a California preparer and need credit reported to CTEC.

How and when are credits reported to the proper agencies?

CPE credits earned are reported weekly to the Internal Revenue Service and the California Tax Education Council (CTEC).  If credits earned are not reflected on your account within 14 days of the completion date, contact us at Support@DrakeCPE.com, so that we may resolve the issue.

IRS - For CPE credits to be reported to the IRS, you must have entered a valid PTIN in your account information page, My Info. Also, your first and last name must exactly match your name as it appears on your IRS PTIN account. 

CTEC - For CPE credits to be reported to the California Tax Education Council (CTEC), you must have provided us your CTEC number on the on the My Account -  My Info page of your account.

What are the DrakeCPE sponsor ID #s?

NASBA – 103137

IRS - FQTGU

CTEC (California) - 3038

Texas - 002921

 

AFTR Course

What is the IRS Annual Filing Season Program?

The IRS Annual Filing Season Program (AFSP) is a voluntary program designed to recognize the efforts of non-credentialed tax return preparers who aspire to a higher level of professionalism.  Preparers who voluntarily meet annual requirements outlined by the IRS are awarded an Annual Filing Season Program Certificate of Completion. They are also listed in a public database of credentialed preparers and will have limited representation rights before the IRS. 

To learn more, visit the following pages:

DrakeSoftware.com/AFSP

IRS.gov AFSP Information Page

What are the annual requirements for obtaining an Annual Filing Season Program - Record of Completion from the IRS?

View the AFSP Requirements Chart.

In general, nonexempt return preparers with a valid PTIN for the program year must complete 18 hours of CE annually from IRS-approved CE providers to obtain an Annual Filing Season Program Record of Completion.

Note: Enrolled Agents cannot receive credit toward their Enrolled Agent CE requirements for taking the AFTR course. The AFSP is not designed, directed, or intended for credentialed preparers who already possess a much higher level of qualification; however, credentialed preparers who seek to participate in the program must meet the same requirements as those preparers in the exempt category.

Is there a deadline for completing all the requirements of the AFSP?

To be eligible for an AFSP Record of Completion, participants must meet all requirements by December 31 prior to the start of the tax season. A new record of completion must be earned each year.

How does the CPE credit earned for taking the AFTR course and test apply to the AFSP requirements?

Credits earned for successful completion of the AFTR Course and Comprehension Test, apply toward the “Non-exempt” preparer requirement for obtaining an Annual Filing Season Program (AFSP) Record of Completion for the 2018 filing season. Students must complete the course before the expiration date to receive CE credit.

“Exempt” preparers may take the AFTR course and earn 6 hours of continuing education credit, with the exception of Enrolled Agents, who cannot receive CE credit for taking an AFTR course. Exempt preparers earn 3 hours toward the federal tax update CE requirement, and the excess 3 hours earned apply towards the federal tax law CE requirement.

For details, including who is considered “nonexempt” or “exempt”, visit the ASFP Information Page.

NOTE: Enrolled Agents cannot receive credit toward their Enrolled Agent CE requirements for taking the AFTR course.

How and when will I get my Record of Completion? 

IRS-approved providers report all the CE credits you earn throughout the year to the IRS, including credits earned for successfully completing the AFTR course.  After PTIN renewal season begins in October 2018, a Record of Completion will be issued to return preparers whom have met all the requirements and have renewed their PTIN for 2019.

Preparers with online PTIN accounts will receive an email from TaxPro_PTIN@irs.gov with instructions for obtaining their Record of Completion. Preparers without an online PTIN account will receive a letter with instructions for obtaining their Record of Completion.

What is the refund policy for the AFTR course?

To request a refund within 30 days of purchasing the course, email Support@DrakeCPE.com. To be granted a full refund, you must have accessed no more than one domain section of the course. Students must complete the course on or before the expiration date to receive CPE credit. No refunds will be issued after the course expiration date or for completed courses.

For more information regarding the refund policy or to address concerns/complaints regarding courses, contact the DrakeCPE support team at Support@DrakeCPE.com.

What are the system requirements for the AFTR Course?

Windows

Internet Explorer versions 9, 10, or 11
Microsoft Edge
Chrome 56
FireFox 51

Mac

Safari 10.0.3
Chrome 56
Firefox 51

iOS 10

Safari

Android 5.0

Chrome