Tools for Success: Drake Accounting and Kotapay
Tools for Success: Drake Accounting and Kotapay
Learn how to utilize Drake Accounting’s integration with Kotapay for ACH direct deposit payroll and billing payment processing to streamline your accounting services.
Other similar videos
Learn key tax relief strategies to support clients affected by disasters with Ann Campbell, CPA, CIA, and John Sapp, VP Brand Ambassador. This one-hour webinar will cover high-level topics on deductions, credits, extensions, and IRS relief programs, equipping you to guide clients through recovery confidently.
As online communication and storage become the new norm for the tax preparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information. Having a Written Information Security Plan and understanding your obligations while adopting appropriate policies can be essential to your Success.
Discover how Drake Portals can streamline your entire client process. We’ll explore what’s new, what’s possible, and walk through a full start-to-finish demo—showing the taxpayer’s experience in the portal and the preparer’s view in Hub and Workflow. Perfect for firms ready to boost efficiency and elevate the client experience.