SFP Works Elite gives growing tax offices the essential software, e-filing, and support needed to serve clients confidently without paying for unlimited volume before it is needed.
Everything you need in one platform
SFP Works brings intake, preparation, client communication, e-file tracking, and reporting together, so your office spends less time switching systems and more time serving clients.

Tax preparation and office workflow
Import W-2 and 1099 data directly into returns to reduce manual entry and prevent avoidable errors.
Give clients secure access for document sharing, messaging, and real-time return status updates.
Organize client documents in one secure location linked directly to each tax return.
Send digital organizers that help clients provide complete tax information sooner.
Move K-1 data from business returns into individual returns without duplicating entry.
Manage clients, monitor return progress, and access filing history from one dashboard.
Transmit and monitor e-filed returns with acknowledgments, status updates, and rejection details.
Collect secure digital signatures on authorization forms without printing or scanning.
Review production, filing activity, client data, and performance insights for better office management.
Broad filing support
Get the same complete SFP Works platform whether you pay in full or begin with the installment option.