Thank you for scheduling your 1-ON-1 Demo with SwiftFP!
We’re looking forward to connecting with you and walking through how our SFPWorks Tax Software can support your success.
But before we meet, we’ve got a special bonus to help you prepare:
Thank you for scheduling your 1-ON-1 Demo with SwiftFP!
We’re looking forward to connecting with you and walking through how our SFPWorks Tax Software can support your success.
But before we meet, we’ve got a special bonus to help you prepare:
Your FREE Digital Guide Booklet:
Start, Grow, Scale Your Tax Business
We created this guide exclusively for tax professionals like you—those who are serious about building something long-lasting, profitable, and purpose-driven.
Inside, you’ll discover key strategies we touch on in nearly every client conversation, including:
Your FREE Digital Guide Booklet:
Start, Grow, Scale Your Tax Business
We created this guide exclusively for tax professionals like you—those who are serious about building something long-lasting, profitable, and purpose-driven.
Inside, you’ll discover key strategies we touch on in nearly every client conversation, including:
START
Laying the Right Foundation
The IRS requirements every new preparer must understand
How to get your EIN, PTIN, and EFIN without confusion or delay
The exact tools we recommend to get up and running fast (including your software setup checklist)
GROW
From Side Hustle to 100+ Clients
Marketing strategies that actually work for tax pros—online and offline
How to build trust with your first clients and turn them into loyal repeat customers
Tips for handling your first 100 returns with confidence and professionalism
SCALE
Build a Business That Works Without You
Systems to automate onboarding and client management
Hiring your first team member or virtual assistant the smart way
How to turn your tax business into a year-round income stream
START
Laying the Right Foundation
The IRS requirements every new preparer must understand
How to get your EIN, PTIN, and EFIN without confusion or delay
The exact tools we recommend to get up and running fast (including your software setup checklist)
GROW
From Side Hustle to 100+ Clients
Marketing strategies that actually work for tax pros—online and offline
How to build trust with your first clients and turn them into loyal repeat customers
Tips for handling your first 100 returns with confidence and professionalism
SCALE
Build a Business That Works Without You
Systems to automate onboarding and client management
Hiring your first team member or virtual assistant the smart way
How to turn your tax business into a year-round income stream
Why This Matters:
When you understand what’s really required to grow a successful tax business, you make smarter decisions, avoid common pitfalls, and move forward with clarity and confidence.
Download Your Free Booklet and Get Started Today
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 43213
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
Subscribe
Keep up with Swift FP and get instant news once in a while. We promise, no spam or similar emails, just pure goodiness.
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 43213
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
Subscribe
If you wish to receive our latest news in your email box, just subscribe to our newsletter. We won’t spam you, we promise!
Copyright Swift Financial Partners. All rights reserved.