Integrated payments are now available with TaxAct Professional.
Powered by Drake Software.
Now, you can easily process credit, debit & ACH payments from your clients. We're integrating a new modern payment acceptance within your tax software.
Safe. Convenient. Seamless.
Certified security
TaxAct® Professional has partnered with Drake Software for the acceptance and processing of payments, utilizing technology that conforms to and has been certified to meet the PCI Secure Software Standard.
Receive payments quickly
After your online application is approved, you’ll be able to accept payment quickly in-person as well as through mobile and online. No extra setup required*.
Keep it simple
Drake Software is integrated with TaxAct Software, so invoicing, payments, and reporting are automated and practically hassle-free.
Simple, cost-effective pricing.
There are no setup fees to use and no long-term contracts. Users just pay a low fee of 2.85% + $0.25 per debit or credit card transaction or 1% + $0.60 per ACH transaction (min $50).
Get started.
Give customers the payment options and security they deserve with credit, debit or ACH payment options.
Have questions?
Contact the TaxAct Professional Sales Team at (319) 536-3571 or prosales@taxact.com. They are available weekdays between 8 a.m. and 5 p.m. CST.
Contact the TaxAct Professional Sales Team at (319) 536-3571 or prosales@taxact.com. They are available weekdays between 8 a.m. and 5 p.m. CST.
Frequently Asked Questions
Apply online and be ready to take payment within 48 hours of application submission if approved. Enable in-person payments as well as mobile and online. Provide your customers with credit, debit, ACH and contactless payment options that typically get you paid in 2 business days.
Drake Software is a modern payment solution tailored for your tax business, to give you the freedom to securely accept credit, debit, ACH or contactless payment. Online or in person, it’s fast and easy. Plus, funds are typically deposited into your account within 2 business days from the date of sale. Best of all, Drake Software is integrated with TaxAct Professional, so invoicing, payments, and reporting are automated and practically hassle-free. Click here to apply. The application process and setup are free!
Your clients (the taxpayer) can pay using Visa, Mastercard, American Express, Discover and ACH. They can also make contactless payment.
Unlike most payment acceptance solutions, Drake Software was created specifically for tax professionals to securely and easily accept credit, debit, or contactless payments. Best of all, Drake Software is integrated with TaxAct Professional – reducing the time and effort often spent when choosing another service provider to support tax practices. Invoicing and reporting are automated and practically hassle-free. And there are no setup fees or long-term contracts required.
You must meet all the following requirements:
Operate as a business based in the US
Be a current TaxAct Professional user (the tax preparer/professional)
Complete and submit a merchant application. To begin the merchant application process, click here (link to my account)
Receive your merchant application approval
Please contact our customer support team at (319) 731-2682 or email us at professional@taxactservice.com with questions or issues related to completing your merchant application.
To get started, simply complete and submit a merchant application. To begin the application process, click “apply now” above.
The sponsor bank (also known as merchant bank, acquiring bank, or acquiring financial institution) is SVB/First Citizens Bank.
There are no setup fees to use, and there are no long-term contracts.
Users just pay a low fee of:
2.85% + $0.25 per debit or credit card transaction
1% + $0.60 per ACH transaction ($50 min transaction)
Currently, Drake Software is only available to businesses based in the US.
Yes, Drake Software is available to TaxAct Professional customers – including CPAs, enrolled agents, accountants, bookkeepers, and tax professionals.
Applicants can receive approval as soon as the same day. Sometimes, applicants may be asked to provide additional information before a decision can be determined — this can also extend the amount of time it takes to receive an application decision.
Business days are Monday through Friday, except for federal or bank holidays observed in the US.
The Back-Office Portal is a tool available to all users so they can review transaction data, disputes, and deposits for all locations. Users can also view their fee profile, other business specific information, and export data with which reports can be created.
Users can access the Back-Office Portal here.
Please call our customer support team at (319) 731-2682. We will need the following information to process your request:
Merchant ID
First and last name
Email address
*To assist with your request, we may need to share the information you provide to us with Launchpay™, our payment facilitator. By providing the requested information, you agree that we may do so.
We’ve partnered with Launchpay for the acceptance and processing of payments via Drake Software. Launchpay's technology components conforms to and has been certified to meet the Payment Card Industry (PCI) Secure Software Standard. The components used by Launchpay are included on the Validated Payment Software list maintained by the PCI Security Standards Council. Additionally, users will have access to FREE educational resources related to payment safety and security.
Launchpay is the payment facilitator we’ve partnered with to enable the acceptance and processing of payments via Drake Software.
The PCI Secure Software Standard provides a set of security requirements as well as assessment procedures for performing PCI Secure Software Assessments. The Secure Software Assessor training covers the PCI Secure Software Requirements and Assessment Procedures (PCI Secure Software Standard).
This list contains Validated Payment Software that has been assessed by a Secure Software Assessor to confirm adherence to the PCI Secure Software Standard. The assessment and validation are documented by the Secure Software Assessor in a Report on Validation (ROV). The PCI Council urges merchants and service providers to use validated payment software in their payment environments.
Although the PCI Council reviews these reports for quality management purposes, the PCI Council does not independently confirm the reports or the data/information they contain, nor does the PCI Council perform any testing or analysis of software, products, functionality, performance, suitability, or compliance with the standard.
Today, Drake Software does not offer fraud protection services. Launchpay, Drake's payment facilitation partner, monitors transactions to watch for suspicious behavior and report it if needed.
Funds are deposited into the bank account you provided during the merchant application process.
Typically, payments are deposited into the bank account (provided during the merchant application process) within 2 business days from the date of sale.
No, there is no minimum amount required.
Once you log in to the Back-Office Portal, you will be able to view your scheduled and completed deposits. In addition, you will have access to your merchant details, data specific to transactions that have settled, and chargebacks. Click here to log in to the Back-Office Portal.
Please contact our customer support team at (319) 731-2682 or email us at professional@taxactservice.com.
A chargeback refers to a card payment dispute that is lodged by the cardholder or the issuing bank and is a demand by the Issuer for the merchant to make good the loss on a fraudulent or disputed transaction. When successful, a chargeback results in funds being returned to the cardholder at the expense of the merchant.
Please call our customer support team at (319) 731-2682. We will need the following information to process your request:
Merchant ID
First and last name
Bank institution name
Routing number
Account number (Bank account information provided must be for an account established and operated under the legal business entity name, which is also the name of the merchant.)
*To assist with your request, we may need to share the information you provide to us with Launchpay, our payment facilitator. By providing the requested information, you agree that we may do so.
Please contact our customer support team at (319) 731-2682 or email us at professional@taxactservice.com.
Please call our customer support team at (319) 731-2682. We will need the following information to process your request:
Merchant ID
First and last name
*To assist with your request, we may need to share the information you provide to us with Launchpay, our payment facilitator. By providing the requested information, you agree that we may do so.
Bank Product offerings: Bank Products are offered by Republic Bank & Trust Company, Member FDIC and by Santa Barbara Tax Products Group, LLC (TPG), a Green Dot Company, through Civista Bank, Member FDIC. TaxAct, Inc. gets fees from some third parties, including Republic Bank and Santa Barbara Tax Products Group, LLC (TPG), that provide offers to its customers. This compensation may affect what and how we communicate Republic Bank or Santa Barbara Tax Products Group offers to you. TaxAct is not a party to any transactions you may choose to enter into with Republic Bank or Santa Barbara Tax Products Group; does not itself offer legal, financial, or investment advice; and disclaims any liability arising out of such transactions. Please see Republic Bank and Santa Barbara Tax Products Group’s websites for full terms and conditions.
If a customer chooses direct deposit, it may take additional time after the disbursement of the funds for their financial institution to post the funds to their account.
Pay-by-Refund: Pay-by-Refund (which refers to Refund Transfers) and Cash Advances are offered by Republic Bank & Trust Company, Member FDIC, and Santa Barbara Tax Products Group, LLC (TPG), a Green Dot Company.
Pay-by-Refund offered by Republic Bank: Pay-by-Refund refers to a Refund Transfer which is a fee-based product offered by Republic Bank & Trust, Member FDIC. A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund.
Pay-by-Refund offered by TPG: Pay-by-Refund offered by TPG, a Green Dot Company, are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Pay-by-Refunds are not loans. Tax refund and e-filing are required in order to receive Pay-by-Refund. Fees apply. Terms and conditions are subject to change without notice.
Cash Advance with Republic Bank: ERO must be enrolled for Republic Bank’s Refund Transfer (also known as Pay-by-Refund) Program to offer the Easy Advance Programs. Cost to ERO per approved Easy Advance, if any, will be deducted from ERO tax preparation fees and cannot be passed to the taxpayer. If a customer does not choose a Refund Transfer (also known as Pay-by-Refund), disbursement options are direct deposit or prepaid card. Net refund refers to the taxpayer’s expected refund amount after deduction of all fees.
Cash Advance with TPG: ERO must be enrolled for TPG’s Refund Transfer Program to offer the Fast Cash Advance Program. Cost to ERO per approved Fast Cash Advance, if any, will be deducted from ERO tax preparation fees and cannot be passed to the taxpayer. If a customer does not choose a Refund Transfer, disbursement options are direct deposit or prepaid card. Net Refund refers to the taxpayer’s expected refund amount after deduction of all fees.
Software Purchase Assistance (SPA) Program: The SPA Program is offered by Republic Bank & Trust Company, Member FDIC, and Santa Barbara TPG, Member FDIC. ERO must be eligible and approved by the bank. SPA is offered by Santa Barbara Tax Products Group LLC (TPG), Member FDIC. ERO must be eligible and approved by Santa Barbara Tax Products Group LLC (TPG).
TaxAct, LLC gets fees from some third parties, including Republic Bank and Santa Barbara Tax Products Group, LLC (TPG), that provide offers to its customers. This compensation may affect what and how we communicate Republic Bank or Santa Barbara Tax Products Group offers to you. TaxAct is not a party to any transactions you may choose to enter into with Republic Bank or Santa Barbara Tax Products Group; does not itself offer legal, financial, or investment advice; and disclaims any liability arising out of such transactions. Please see Republic Bank and Santa Barbara Tax Products Group’s websites for full terms and conditions.
Evaluation Edition: TaxAct Professional free Evaluation Edition does not include the ability to file returns with the IRS, nor does it include Enterprise features such as cloud storage or multiple users. Professionals are able to utilize the Evaluation Edition to determine whether or not they wish to purchase the full product for TY26.
National Association of Tax Professionals (NATP) Software Survey results: You can access the full 2025 NATP Tax Software Survey results. TaxAct Professional is independent of the National Association of Tax Professionals.
E-Signatures: In-product E-Signatures are available for tax year 2025 on tax return documents, such as e-file authorization forms (federal Form 8879 and state equivalents), applications for Bank Products, and other documents related to tax preparation services, but specifically excluding federal Forms 990 and 1041. Purchased envelopes and KBAs for tax year 2025 will activate on or after January 1, 2026 and will expire on December 31, 2026. Purchased but unused envelopes and KBAs have no monetary value, before or after their expiration.
Integrated Payments Powered by Drake Pay: Drake Pay is a fee-based product that uses Infinicept, Inc.’s Launchpay. Enrollment is subject to application, eligibility, and approval. Launchpay terms and conditions apply.
Client Portals, Powered by Drake Software: Client Portals is a subscription product that leverages Drake Portals technology. For the inaugural year, Client Portals will be available for purchase beginning in June 2026, providing early access to this service for tax year 2026. The subscription will end on October 31, 2027. Following the inaugural year, subscriptions for Client Portals will begin on November 1 and end the following year on October 31. Beginning with the tax year 2026 filing season, E-Signatures will be integrated into Client Portals and made available as a separately purchased add-on. Additional fees may apply for certain features, including but not limited to storage upgrades, E-Signatures, and payment processing. Integrated Payments account required for online payments.
Trial Subscription for Client Portals: The 14-day promotional trial subscription (“Trial Subscription”) is available to eligible TaxAct Professional customers and provides access to Client Portals without charge during the 14-day trial period beginning upon enrollment (“Trial Period”). If a valid payment method is required, the Trial Subscription will automatically convert to a paid subscription at the end of the Trial Period unless you cancel or change your subscription before the Trial Period expires. If no valid payment method is provided, access will end after the Trial Period unless you elect to continue and provide payment before expiration. Features, availability, pricing, eligibility, and data access are subject to applicable terms and conditions.
Tax Audit Defense™: Audit and identity services provided by Tax Protection Plus. Read further details of services and requirements at https://taxprotectionplus.com/taxact-online-enrollment. Audit services may not apply to certain forms and credits. Certain taxpayers may not qualify for services based on past tax audit history, residency, foreign addresses or other factors. Audit services are not insurance. $2500 may not be available in all states. Services are subject to user agreement. Learn more here.
TaxAct, LLC gets fees from some third parties, including Tax Protection Plus, that provide offers to its customers. This compensation may affect what and how we communicate offers to you. TaxAct is not a party to any transactions you may choose to enter into with Tax Protection Plus, does not itself offer legal or financial advice, and disclaims any liability arising out of such transactions. Please see Protection Plus’ website for full terms and conditions.
Community Tax: Tax debt resolution services provided by Community Tax. Read further details of services and requirements here.
TaxAct, LLC gets fees from some third parties, including Community Tax, that provide services to its customers. This compensation may affect what and how we communicate services to you. TaxAct is not a party to any transactions you may choose to enter into with Community Tax, does not itself offer legal or financial advice, and disclaims any liability arising out of such transactions. Please see Community Tax’s website for full terms and conditions.
TheTaxBook: TaxAct, LLC gets fees from some third parties that provide offers to its customers, including Tax Materials, Inc. This compensation may affect what and how we communicate offers for TheTaxBook to you. Any promotional offers described herein are subject to change or cancellation at any time and are solely intended for the recipient of this communication. TaxAct is not a party to any transactions you may choose to enter into with Tax Materials, Inc. and disclaims any liability arising out of such transactions. Please see Tax Materials, Inc.’s website for their terms and conditions.
WebLibrary Plus: WebLibrary Plus provided by Tax Materials, Inc. TaxAct, LLC gets fees from some third parties that provide offers to its customers, including Tax Materials, Inc. This compensation may affect what and how we communicate offers for TheTaxBook and WebLibrary Plus to you. Any promotional offers described herein are subject to change or cancellation at any time and are solely intended for the recipient of this communication. TaxAct is not a party to any transactions you may choose to enter into with Tax Materials, Inc. and disclaims any liability arising out of such transactions. Please see Tax Materials, Inc.’s website for their terms and conditions.
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