ServicesBank Enrollment & On-boarding Process

As a tax professional, we know how tedious and overwhelming submitting your bank applications to multiple institutions, completing compliance training, uploading documents, remembering user credentials to multiple interfaces and more. Such a tedious process takes away from the time and resources you have to focus on setting up your office, reaching out to old clients and other operational issues. At Swift Financial Partner, our goal is to alleviate the entire burden off your shoulder. We begin by helping you select the bank that best fits your practice needs and disbursement solutions. Once we identify what option works for you, we match you with the right financial institution, complete your enrollment process, walk you step-by step through the compliance training, facilitate your approval process, ship out your your checks and cards if applicable and support you during and off tax season.