QUESTIONS? CALL: 828.349.9669

Online Resources

Click – for product documentation, software updates, plus access to these online tools:

  • Knowledge Base – Constantly updated and enhanced with troubleshooting help and business strategies and software issues, to the latest tax news. Moderated by Drake employees.
  • State information – Information on reject codes, e-file mandates, addresses, and e-filing explanations and instructions.
  • Viewable EF Database – Real-time status of e-filed returns. Rejected and accepted returns, checks that are available for printing, and multiple reports.
  • Broadcast email – news about Drake updates and happenings in the tax industry.



Drake E-Pay is a service that allows you to accept your customers’ credit and debit cards as payment for your services. Payments are processed through EPS Financial’s exclusive tax industry credit card processing program. If you are already taking credit cards, find out if EPS’ programs can save you money.


  • Although EPS Financial is offering this service, you can take advantage of it regardless of which of Drake’s banking partners you choose.
  • You can receive credit card payments with or without a credit card reader.
  • Accepting and processing a customer’s credit or debit card payment is integrated with Drake Tax, using the e-Pay icon on the toolbar.
  • Once accepted, the credit card payment automatically flows to the client’s BILL screen in Drake Tax and the payment appears on the client’s bill.

For more information, email EPS Financial at or call (844) 244-1787 to speak with an Account Executive. To apply for the service, sign in to


Call Sales at (828) 349-9669 or Toll-Free in Ohio, Tennessee & Kentucky (800) 890-9500