SwiftFP Service Bureau Program

Build a tax business that grows beyond your own returns.

Expand your reach, support other tax professionals, and create additional revenue with the software, training, infrastructure, and hands-on support to lead your own network.

See If You QualifyLearn more, then complete the short survey

10+ yearsserving tax professionals nationwide

Built for growthfrom solo offices to expanding networks

Real supporttraining, onboarding, and guidance

More than software

The foundation to build, support, and scale your own tax network

SwiftFP helps experienced tax professionals step into a larger role. You gain the tools to serve other offices, strengthen your brand, and open additional ways to earn.

Co-branded tax software

Offer a professional software experience connected to your business and backed by proven tax-industry infrastructure.

Onboarding and training

Get guidance for launching your program, adding offices, supporting users, and building repeatable processes.

Revenue opportunities

Earn through software sales and service bureau fees while keeping control of the relationships you build.

Bank product access

Connect your network with established financial product processing options through industry relationships.

Marketing and growth support

Use practical resources and coaching designed to help you recruit, retain, and serve tax professionals.

Ongoing partner support

Work with a customer-focused team that understands tax-office operations and the demands of tax season.

Why SwiftFP

Grow under your brand, with an experienced team behind you

You do not have to build every system from scratch. We help you create a more organized, professional offer for the preparers and offices you serve.

Maintain ownership of your client and partner relationships
Use centralized tools to manage multiple users and offices
Access support before, during, and after tax season
Create scalable income without adding more personal tax returns
Benefit from long-term transmitter and bank-product partnerships

A straightforward partner model

The SwiftFP Service Bureau Program is structured to give qualified partners room to build. Program details, responsibilities, and next steps are explained on the following page before you complete the survey.

View Program Details

How it works

A clear path from interest to launch

Review the opportunity

Learn what the program includes and what successful partners are expected to manage.

Complete the survey

Tell us about your experience, current volume, goals, and the type of network you want to build.

Discuss the right fit

If the program aligns with your goals, our team will contact you about the most appropriate next step.

Is this for you?

Designed for tax professionals ready to lead

You already understand tax preparation or tax-office operations.
You want to recruit, support, or serve other tax professionals.
You are building multiple locations, a franchise model, or a preparer network.
You value training, responsive support, and dependable systems.
You want growth that is not limited to the number of returns you prepare personally.

Common questions

Know what to expect

Do I need multiple offices today?

No. The survey helps SwiftFP understand your current experience, capacity, and growth plan so the team can determine whether the opportunity fits.

What support is included?

Qualified partners receive onboarding, training, operational guidance, and ongoing support designed for tax software and service bureau growth.

Can I operate under my own brand?

The program includes co-branding options that help you present a professional experience while building recognition for your business.

What happens after the survey?

The SwiftFP team reviews your responses. If there is a potential fit, someone will follow up to discuss your goals, responsibilities, and next steps.

Your next stage of growth may start with the network you build.

See the full opportunity, then take the short survey so SwiftFP can learn about your business and goals.

Explore the OpportunityNo obligation, your answers help us determine fit.