PREPAID
- One annual payment
- Unlimited federal and state e-filing
- Individual and business returns
- Unlimited users
- Onboarding, training, and support
Choose the payment option that works for your office. Both plans include the complete SFP Works platform, unlimited users, onboarding, training, and support.
Remaining balance due February 15, 2027
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 source data directly into returns to reduce manual entry and avoid preventable errors.
Give clients secure access for document sharing, messaging, and return status updates.
Organize client documents in one secure location connected to each return.
Send digital organizers that help clients provide complete information sooner.
Move K-1 data from business returns into individual returns without duplicate entry.
Manage clients, return progress, and filing history from one dashboard.
Monitor acknowledgments, filing status, and rejection details in one place.
Collect secure digital signatures without printing, mailing, or scanning.
Review production, filing activity, client data, and office performance.
Broad filing support
Get the same complete SFP Works platform whether you pay in full or begin with the installment option.
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