What's New in Drake Pay

Drake Pay is the centralized payment experience built for tax professionals who want to spend less time managing payments and compliance and more time serving clients, delivering secure, integrated payment tools that help firms get paid faster, simplify payment collection and onboarding, reduce PCI compliance complexity, improve operational efficiency, and create a more seamless client payment experience — all while providing greater simplicity, security, visibility, and control throughout tax season and staying connected to the workflows you already use across the Drake ecosystem.

Recent Enhancements

• Streamlined PCI Compliance Through Enhanced Secure Integration — Drake Pay helps simplify PCI compliance by significantly reducing the number of applicable PCI requirements while eliminating the need for quarterly vulnerability scans and associated ASV costs, helping your firm save time and reduce administrative overhead.

• Improved Email Onboarding Journey — The onboarding communication experience has been redesigned to provide clearer guidance, better merchant engagement, and a smoother activation process from enrollment through payment acceptance.

• Refreshed Onboarding Communications — Updated onboarding email templates improve messaging consistency, reduce confusion, and create a more professional merchant experience throughout setup.

• New Drake Refund Pay Onboarding Experience — A dedicated onboarding email for Drake Refund Pay merchants helps improve adoption, increase clarity around next steps, and accelerate merchant readiness.

• Integrated Drake Paid Status with Workflow — Drake Paid status is now more tightly integrated into workflow processes, giving firms better visibility into payment completion, improving operational tracking, and helping staff manage return progression more efficiently during tax season.

Coming Soon

• Modernized Enrollment Landing Pages — A redesigned Drake Pay enrollment experience will simplify merchant signup, improve usability, and create a cleaner activation flow for new customers.

• Drake Pay Manager Modernization — An updated Drake Pay Manager experience will introduce refreshed UI/UX, enhanced navigation, and improved filtering capabilities to help firms manage payments, merchant activity, and reporting more efficiently.

• Further PCI Reduction Initiatives — Drake continues to invest in secure payment technologies and platform improvements designed to simplify the payment experience, reduce administrative overhead, and support evolving compliance needs for tax professionals.

• Streamlined Onboarding & Activation — Additional onboarding automation and activation enhancements will help reduce setup friction, shorten activation timelines, and improve the overall merchant implementation experience.