Drake Pay - Setting Up a POS Device

Article #: 18862

Last Updated: March 24, 2026

 

Tags:Drake Pay

Drake Pay logo

Thank you for signing up to use Drake Pay, your trusted solution for accepting customer payments quickly and securely. This document provides an overview of how to set up your point-of-sale (POS) device for use within Drake Tax, allowing you to accept credit, debit, and contactless payments in person.

If at any time you need assistance, contact the Drake Software Customer Support team at (828) 349 - 5724 or DrakePaySupport@DrakeSoftware.com.

Drake Tax

Important  Drake Pay is not available prior to Drake Tax 2023.

To set up your POS device:

  1. From the Drake Tax Home window, go to Setup > Printing and Device Setup > Drake Pay.

  2. Enter a Name for the device.

  3. Enter the device’s Serial Number.

    Note  If you have a Ingenico Desk 3500, enter the last 16 digits of the serial number.

  4. Click Add. The device is added to the Device List.

    Image showing the Drake Pay Setup window in Drake Tax.

  5. Exit the window once all devices have been configured.

Note   

  • The option Execute a parameter download for selected device will update your selected POS device with the latest Drake Pay settings.

  • If your POS device is not functioning properly, click Reset beside Execute a pad reset for selected device.

  • To make changes to or delete a POS device, select the device from the Device List, and either edit details as needed and Update the device, or Delete the device completely.

  • POS devices do not have to be physically connected to the computer but must be connected to the Internet to transmit payments.

  • If you want to limit who can access POS configurations, remove the option for Drake Pay from the group security for a set of preparers (Setup > Preparers and Users > Security > Edit Group Security Settings > applicable Group ID > Security Settings tab > Setup tab > Printing and Device Setup > Drake Pay).

See Drake Pay - Integration in Drake Tax for details on processing payments.

Drake Accounting

Beginning with Drake Accounting 2024, you can use Drake Pay to collect receivables payments from clients via credit card, debit card, or contactless payment options.

You can set up your POS device manually or by importing device data from Drake Tax.

Import Setup

Important  If you do not have your Drake Pay device set up in Drake Tax, you must manually set up your device in Drake Accounting. (See Manual Setup, below.)

If you are already set up to use Drake Pay in Drake Tax, you can simply Import your existing Drake Tax POS devices into DAS. In DAS:

  1. Go to Firm > Drake Pay Setup.

  2. Click Import, navigate to your desired DRAKEYY folder (such as DRAKE23 for Drake Tax 2023).

  3. Click OK.

Manual Setup

To manually set up your POS device in DAS:

  1. Go to Firm > Drake Pay Setup.

  2. Click New to add your device.

  3. Enter the Device Name and Serial Number.

  4. To update the device with the latest Drake Pay settings, click Download.

  5. Save your changes.

    Image showing the Drake Pay device setup.

Note   

  • If your POS device is not functioning properly, select the device from the list, and click Reset Device.

  • To make changes to or delete a POS device, select the device from the list, and either edit details as needed and Download any updates, or Delete the device completely.

  • Use the Reset button to clear and reset an existing Device Name and Serial Number.

  • POS devices do not have to be physically connected to the computer but must be connected to the Internet to transmit payments.

See Drake Pay - Integration in Drake Accounting for details on processing payments.

Drake Pay Manager

Customer Support

If you need additional assistance, contact the Drake Software Customer Support team at (828) 349 - 5724 or DrakePaySupport@DrakeSoftware.com.