Drake Pay - Collect In-Person Payments with Card Swipe Device

Article #: 18970

Last Updated: March 24, 2026

 

Tags:Drake PayDrake Tax

Drake Pay logo

You can now use supported card swipe devices to collect payment information for Drake Pay.

Supported Devices

The following devices have been tested and are compatible with Drake Tax, however, other devices may also be compatible

  • MagTek 21040145

  • MagTek 21073075

  • EtekJoy Model: ET-MSR90

Note  You can purchase a supported device from anywhere devices are sold.

Setup

To set up your card swipe device, simply plug the device into your computer.

Process Payments

To process a payment, follow these steps.

  1. In View/Print mode, review the client’s Bill. Make any necessary adjustments using the BILL screen or the Fee override field on screen 1. If you make any changes, be sure to recalculate the return.

  2. From the Data Entry Menu, click Payments to open the Drake Pay window.

  3. The Amount Due flows from the client’s Bill and is used to automatically complete the required Amount to Pay field. Override the Amount to Pay, if necessary, and enter an Invoice Memo, if desired.

  4. Check Generate e-sign receipt, if you also have a signature pad.

  5. Click on the In-person Transaction tab.

  6. For Transaction type, select Card swipe.

    Card swipe option

  7. Swipe the card.

    Important  Do not click any other field after selecting Card swipeas it will interrupt the reading process.

  8. The Swipe status will say: Success … Ready for processing and the Card data (card type and last digits of the card number) will be displayed.

  9. Enter the CVV code from the card.

    Card swipe - success

  10. Enter or verify the Receipt email.

  11. Click Process Payment.

Issues

Device Status Not Ready

If the Device status says No Device Detected, you may not have connected a compatible device. Try plugging the device in again and refreshing the connection.

If you continue to have issues, contact Drake Pay Support at (828) 349 – 5724 or DrakePaySupport@DrakeSoftware.com.

About Drake Pay Page

If you click on the Payments icon and see the following screen, verify your application status by going to the Drake Software Support website and selecting Products > Drake Pay. If the application is accepted, reconfirm your EFIN in Drake Tax via Setup > Firms, and be sure to click Save. Afterward, recalculate the return and attempt to process the payment again.

Image showing the Drake Pay info screen.

Drake Pay - Integration in Drake Tax

Drake Pay and Drake Refund Pay - Check Payment Request Status

Drake Pay Manager