It has been a crazy couple of years, COVID-19 significantly disrupted life for many and its effects are still being felt. You’ve had to adapt your tax business to compensate for an increase in remote work as well as resignations from employees not wanting to risk getting sick or pursuing other passions. Your office has likely had to deal with many shakeups and your team members could be close to a burnout. If you haven’t already, then it’s past time your tax business invests in professional tax software.
Software Solutions
How much time a day does your staff spend doing tedious tasks such as data entry, organizing files, or playing “phone-tag” with clients? Using professional tax software you can better organize your business, automate simple tasks, and streamline your tax office’s workflow. SFP Works has the tools your tax office needs for the upcoming tax season.
Client Manager: Quickly and easily access all data relevant to a particular client and their return. Saving you and your tax business valuable time and money.
Multi-User Management: SFP Works supports multiple users allowing you to optimize your tax business. Set specific privileges for each tax preparer on your team such as e-file, banking, printing checks, and reports.
E-File Manager: Our e-file tracking system keeps you and your team informed on what stage a tax return is in during the e-file process.
Data Input: SFP Works Data Input tools give your office multiple ways to record the information of your clients. Once the data is recorded it can be accessed only by those with permission, thus eliminating the tedious task of copying and reentering sets of data.
Multiple Tax Forms: Have all relevant tax forms at your fingertips. No need to search for forms online or fill out the same information on multiple forms/
No More Updating: Our software, SFP Works, is cloud based and requires no updating. Gone are the days of unexpected updates and losing valuable data. SFP Works can be accessed from anywhere on any device!
Attract New Team Members
By employing the latest software solutions, such as SFP Works and SeQwens, you will not only be able to retain the team members you already have but attract new tax professionals to work for you. Your average entry-level accountant would spend hours doing data entry or other tasks which could be automated. This would often lead to them feeling unimportant or under appreciated. Today, with tax technology, new hires can jump right into important tasks that make your tax office money!
Right now is the perfect time for your tax business to upgrade or switch tax software. Switch to SFP Works. Our cutting-edge tax technology does more and costs less than competing brands. We also offer a host of free resources to keep your tax business running smoothly. Don’t wait! Find out more about SFP works when you download our digital brochure here!
