Tools to Build, Operate and Grow Your Tax Business
Find practical training, compliance guidance, business tools and industry resources created to help tax professionals move forward with confidence.
Everything You Need, Organized in One Place
Whether you are starting a tax business, learning SFP Works, serving clients or expanding into multiple offices, choose the resource that matches your next step.
Build Skills and Prepare Returns
Step-by-step education and reference materials for new and experienced tax professionals.
Training Videos
Follow clear, practical walkthroughs for using SFP Works and completing common tax-preparation tasks.
SFP Works Practice & Training
Strengthen software proficiency with guided exercises and practice-return resources.
Amended Return Guide
Learn when Form 1040-X is needed and how to correct and file an amended return.
Tax Forms Library
Access essential tax forms and documents without searching across multiple websites.
Publications & E-books
Download free guides covering tax-business growth, recruiting, training and client service.
SwiftFP Blog
Read useful insights, timely tips and practical ideas for running a stronger tax office.
Run a More Confident Tax Office
Tools that support day-to-day operations, team management and data-security responsibilities.
SwiftFP Tax Connect+
Visit our free educational hub for industry basics, business-building tools and resources that help tax professionals take action.
Written Information Security Plan
Create a customizable WISP for your tax or accounting business and strengthen your security planning.
Multi-Office Training
Learn how to manage users, offices and Service Bureau clients through the multi-office platform.
Turn Experience Into Opportunity
Explore paths and planning tools for expanding your reach, revenue and support network.
Service Bureau Opportunity
Explore how SwiftFP can support your transition from tax preparation into software reselling and multi-office growth.
Revenue Calculator
Estimate potential Service Bureau revenue and explore how office growth may affect earnings.
Preseason Checklists
Use these monthly PDF checklists to prepare your office, team and workflow for filing season.
Need Help Finding the Right Resource?
SwiftFP is here to help you identify the training, tool or next step that fits your tax business.
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
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 43206
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.