Free EFIN Program Terms

1. Program Overview

The Free EFIN Program helps tax professionals navigate the IRS Electronic Filing Identification Number application process. Participation includes:

1. Submitting the online interest or readiness form.
2. Reviewing and accepting these Terms.
3. Submitting a $99 deposit, which is applied toward an SFP Works software purchase.
4. Scheduling and completing an EFIN consultation with a SwiftFP representative.

SwiftFP provides guidance and assistance only. All EFIN approvals, denials, delays, and requests for additional documentation are determined solely by the Internal Revenue Service.

2. $99 Deposit and Software Credit

A $99 deposit is required to participate in the Program.

• The deposit is credited toward your purchase of SFP Works for the current or upcoming tax year.
• The deposit is not contingent on EFIN approval and is non-refundable.
• Missing or failing to complete an appointment does not qualify for a refund.
• If participation ends or becomes inactive, the deposit remains available only as a credit toward SFP Works, subject to these Terms.

3. IRS Approval Is Not Guaranteed

SwiftFP does not control, influence, or guarantee the approval of any EFIN application. You acknowledge that:

• The IRS may approve, deny, delay, or request additional information for reasons beyond SwiftFP’s knowledge or control.
• SwiftFP is not responsible for IRS processing times, suitability determinations, identity-verification outcomes, or application decisions.
• Program participation does not replace your responsibility to satisfy all IRS requirements.

4. Appointment Readiness Requirements

To make the consultation productive, you agree to meet the following requirements.

Computer or laptop

You must attend using a computer or laptop. A mobile phone or tablet may not support the systems required during the application process.

EIN waiting period

If applying through a business entity, the business EIN must have been issued at least 14 business days before the appointment. Applying too soon may cause delays or errors.

ID.me verification

The IRS uses ID.me for identity verification. You are strongly encouraged to establish and verify your ID.me account before the appointment. An incomplete verification may require additional time or rescheduling.

5. Scheduling, Rescheduling, and No-Shows

• You are responsible for scheduling through the link provided by SwiftFP.
• You should arrive on time with the required documents, identification, and access credentials.
• Missed appointments or repeated rescheduling may delay assistance or result in removal from the Program.
• Removal or inactivity does not convert the software credit into a cash refund.

6. Participant Responsibilities

By participating, you agree to:

• Provide complete, accurate, and truthful information.
• Attend and cooperate during your scheduled consultation.
• Maintain a stable internet connection and have the required device, documents, identification, and account access available.
• Keep your IRS and ID.me credentials secure. SwiftFP will not ask you to permanently surrender ownership or control of your accounts.
• Review your application information before submission and comply with all IRS requirements.

Failure to meet these responsibilities may delay assistance or result in removal from the Program.

7. Program Changes

SwiftFP may modify, pause, or discontinue the Program when necessary. Updated Terms will be posted on this page. Continued participation after an update constitutes acceptance of the revised Terms.

8. Limitation of Liability

To the fullest extent permitted by law, SwiftFP is not liable for IRS decisions or delays, technical interruptions, identity-verification failures, incomplete or inaccurate participant information, or rejected applications. The Program provides guidance and assistance only and does not guarantee any result.

9. Acceptance of Terms

By submitting the $99 deposit, scheduling a consultation, or participating in the Program, you confirm that you have read, understood, and agreed to these Terms. If you do not agree, do not submit the deposit or proceed with the Program.