IRS & Bank Tasks

• Register with a bank. To find banking partners with SFP Works visit
• swiftfp.com/financial-products
• Verify that you have received and inventoried all check stock and smartcards from bank partners.
• Become familiar with the process for ordering marketing kits and additional check stock from your bank, if needed.

Software Tasks

• Ensure all fee and billing schedules have been updated accordingly.
• Install SFP Works Professional Tax Software by calling in to our support.
• Test the software to ensure full functionality.
• Familiarize yourself with new SFP Works features and functionality.

Operational Tasks

• Test all systems to make sure office, computers, printers, Internet and network setups are complete.
• Prepare tax preparer schedules for the month.

Training Tasks

• Run practice returns in the software to ensure fees match expected pricing.
• Continue to have preparers run practice returns in the software.

Marketing Tasks

• Finalize your store marketing promotions.
• Begin mail, call, or text message campaigns to prior-year customers.
• Purchase thank you cards for customers.
• Contact local area businesses to distribute coupons for their employees.
• Create/revise your media contact list for upcoming press release submissions and community relations efforts.
• Review and submit template press release.
• Ensure you have an incentive program put in place for your preparers to sell Protection Plus.
• Order posters, postcards, and customer giveaways. JPS Print designed print templates available at jprintshop.com
• Plan tax season promotions
• Update or perform maintenance on store signage
• Increase storefront visibility now-keep interior lights on, hang banners