How much did your software pay YOU last season?
You sold the refund advances. You sold the refund transfers. Then your software company or service bureau kept the rebate — and a slice of your fees on top. Swift Financial Partners flips that: keep 100% of your prep fees and earn up to $25 back on every bank product you fund.
Run last season through our numbers.
Move the sliders to what you actually did. The rebate is paid to you on every bank product that funds — not to a bureau, not to a franchise.
Estimate only. Rebate is up to $25 per funded bank product and is set by the bank partner’s program each season; fee retention assumes you enroll independent with your own EFIN. Not a guarantee of income.
What last season could have paid you with Swift FP instead of your current setup.
- Bank product rebates (up to $25 × funded)
- $4,500
- Prep fees you’d keep instead of splitting
- $15,000
Everything an independent office needs. Nothing skimmed off the top.
This is what the postcard promised. Here’s what’s behind it.
Your own EFIN
We walk you through the IRS e-file application so the EFIN — and your client list — belong to you, not a bureau.
Professional software
Cloud-based software built for volume offices, with multi-preparer access, multi-office support, state returns, and bank product integration.
Advances and transfers
Refund advances and refund transfers through top bank partners, with the cash-out options your clients ask for on day one.
100% of your fees, plus the rebate
No revenue split. Your prep fees are yours, and you earn up to $25 back on every bank product that funds.
Switching takes one call and about two weeks.
Most offices are fully live well before the IRS opens filing.
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Tell us about your office
A 15-minute call: returns last season, current software, whether you have an EFIN. We quote you the same day.
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We set you up
Software licensed and installed, bank product enrollment submitted, EFIN application filed if you need one. We handle the paperwork with you.
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Fund advances on day one
Training done, test returns cleared, bank partner approved. When filing opens, you’re offering advances while others are still onboarding.
Questions preparers ask us first
How does the $25 rebate work?
For every refund advance or refund transfer that funds through our bank partners, a rebate of up to $25 is paid to your office. The exact amount per product is set in the bank partner’s program each season; we’ll show you the schedule before you sign anything.
I don’t have an EFIN. Can you still help?
Yes. We guide you through the IRS e-Services application step by step. While it’s pending, we can get software and bank enrollment moving so nothing waits on the IRS.
I’m with a service bureau now. What happens to my clients?
They’re your clients. Once your own EFIN is active, you file under it and every fee comes to you. We’ll help you plan the timing so you don’t lose a week of the season.
What does the software cost?
Pre-season pricing depends on your office size and business needs. Schedule a quick call for a personalized, same-day quote. The pre-season rate ends December 15.
Is Swift Financial Partners a service bureau?
We’re the opposite. A bureau files under its EFIN and keeps part of your fee. We set you up independent, under your own EFIN, and you keep 100% of what you charge.
Get your pre-season quote
Choose a convenient time for a software and bank-product consultation. Prefer to talk now? (888) 550-6119.
Have the postcard handy? Mention it during your consultation so we can review the appropriate pre-season options.
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 43206
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
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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 43206
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
Subscribe
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