Video 01
How to Prepare a Return
Follow the complete preparation workflow from client information through return review.
SFP Works Learning Center
Learn the software. Build confidence. Prepare with clarity.
Use these step-by-step training videos to set up your office, prepare and manage returns, support your team, and get more comfortable with the everyday SFP Works workflow.
On-demand software guidance
Your SFP Works training library
Start with the basics or choose the topic you need right now. Each video focuses on a practical task so you can learn at your own pace and return whenever you need a refresher.
Video 02
MyTaxOffice Mobile App
See how taxpayers can use the mobile app to share information and stay connected.
Video 03
Create an Account
Learn how to create your account and take the first step toward using SFP Works.
Video 04
Account Setup
Configure the account details your office needs before preparing returns.
Video 05
Software Setup
Review the essential setup options that help your office work efficiently.
Video 06
Create a Return
Start a new taxpayer return and follow the core return-entry process.
Video 07
Interview Input Mode
Use guided interview questions to enter taxpayer information step by step.
Video 08
Direct Input Mode
Work directly in tax forms when you prefer a faster, form-based workflow.
Video 09
Managing Returns
Organize, locate, and monitor returns throughout your workflow.
Video 10
Password Resets
Quickly reset passwords and restore secure account access.
Video 11
Add a New Preparer
Add preparers to your office and prepare your team for tax season.
Video 12
Access Prior-Year Returns
Find and review prior-year return information when you need historical context.
Need help beyond the videos?
SwiftFP is here to help you move forward. Contact our support team when you have a software question or need guidance with your next step.
About Company
SwiftFP has provided innovative tax software solutions and services to tax professionals across the country for over ten years. We are a customer focused company with long-term strategic partnerships with industry-leading transmitters, financial product processors and other tax industry-related products.
Managed by MK Management Group
Contact Us
Columbus, OH 43206
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
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About Company
Swift FP has provided innovative tax software solutions and services to tax professionals across the country. We are a customer focused company with long term strategic partnerships with industry leading transmitters, bank product processors and other tax related financial products.
Managed by MK Management Group
Contact Us
Columbus, OH 43206
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
Subscribe
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