Whether you’re getting started, improving your office, adding revenue, or preparing to scale, SwiftFP connects the pieces you need at each stage.
Skip the product hunt. Start with the goal you’re trying to accomplish, then explore the SwiftFP solutions designed to help you get there.
Get the essentials in place to launch professionally and prepare returns with confidence.
Prepare returns, manage clients, and operate your tax office with professional software backed by SwiftFP support.
Get guidance through common EFIN requirements, application steps, and review before moving forward.
Continue developing your tax knowledge with professional education and continuing education opportunities.
Give your clients a better experience while keeping your team, documents, and workflow moving.
Add refund transfers and advance options while creating more flexibility for taxpayers and additional opportunities for your office.
Keep clients, documents, tasks, appointments, invoices, and e-signatures organized in one workflow.
Expand beyond tax preparation by supporting recurring payroll needs for business clients.
Strengthen your presence, stay visible, and turn your expertise into a business clients recognize and trust.
Use branded content to keep your tax business visible before, during, and after tax season.
Give prospective clients a professional destination to understand your services and connect with your office.
For established professionals ready to grow into software reselling, multiple offices, or a larger tax-business model.
Build a tax software reseller business with co-branding, software licensing opportunities, and support from SwiftFP.
Tell us where your business is today and what you’re trying to accomplish. We’ll help you identify the solutions that fit your next stage.
You don’t have to piece together your tax business alone. SwiftFP brings software, support, operations, marketing, and growth solutions together around where you’re going next.