CLICK HERE TO SCHEDULE YOUR EFIN APPOINTMENT

START HERE

CLICK HERE TO SCHEDULE YOUR EFIN APPOINTMENT

START HERE

Terms of Service

(Please Read)
Terms of Service for EFIN

1. Program Overview

The Free EFIN Program provides tax professionals with guided assistance through the IRS Electronic Filing Identification Number (EFIN) application process. The Program includes:

  1. Submission of the online interest form
  2. Review and acceptance of these Terms
  3. Payment of a $99 deposit (applied towards software purchase)
  4. Scheduling and completion of your Free EFIN Consultation with a Swift Financial Partners representative
Swift Financial Partners (“SwiftFP”) provides support and guidance only. All EFIN approvals or rejections are determined solely by the Internal Revenue Service (IRS).

1. Program Overview

The Free EFIN Program provides tax professionals with guided assistance through the IRS Electronic Filing Identification Number (EFIN) application process. The Program includes:

  1. Submission of the online interest form
  2. Review and acceptance of these Terms
  3. Payment of a $99 deposit (applied towards software purchase)
  4. Scheduling and completion of your Free EFIN Consultation with a Swift Financial Partners representative
Swift Financial Partners (“SwiftFP”) provides support and guidance only. All EFIN approvals or rejections are determined solely by the Internal Revenue Service (IRS).

2. $99 Deposit

To participate in the Program, you must submit a $99 deposit after completing the interest form.
  • The deposit serves as a financial commitment to ensure that only serious applicants move forward.
  • The $99 deposit is applied towards your purchase of Swift Financial Partners’ e-file software, SFP Works, for the current or upcoming tax year.
  • The deposit is not contingent on EFIN approval and is non-refundable except as applied toward the purchase of SFPWorks.
  • Failure to attend or complete your EFIN appointment does not qualify for a refund.

3. SwiftFP Is Not Responsible for Rejected EFIN Applications

Swift Financial Partners provides process guidance only.We do not control, influence, or guarantee the approval of your EFIN application.You acknowledge and agree that:

  • The IRS may approve or deny an application for reasons beyond our knowledge or control.
  • SwiftFP is not liable for delays, rejections, or requests for additional documentation from the IRS.
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4. Appointment Requirements

To ensure a successful and timely EFIN appointment, you must meet the following requirements:

4.1 Required Device
You must use a computer or laptop during your appointment.
Mobile devices cannot be used, as they do not support the systems required for the application process.

4.2 EIN Waiting Period (Business EFIN Applicants)
If applying for an EFIN using a business entity, you must have had your business EIN for at least 14 business days before your appointment.Applying before the EIN is fully established may cause delays or rejection.

4.3 ID.me Verification

The IRS uses ID.me for identity verification.

  • You are strongly encouraged to have a fully verified ID.me account prior to your appointment, as ID verification can significantly extend the appointment time.
  • Failure to have a verified ID.me account may require rescheduling or additional sessions.

4. Appointment Requirements

To ensure a successful and timely EFIN appointment, you must meet the following requirements:

4.1 Required Device
You must use a computer or laptop during your appointment.
Mobile devices cannot be used, as they do not support the systems required for the application process.

4.2 EIN Waiting Period (Business EFIN Applicants)
If applying for an EFIN using a business entity, you must have had your business EIN for at least 14 business days before your appointment.Applying before the EIN is fully established may cause delays or rejection.

4.3 ID.me Verification

The IRS uses ID.me for identity verification.

  • You are strongly encouraged to have a fully verified ID.me account prior to your appointment, as ID verification can significantly extend the appointment time.
  • Failure to have a verified ID.me account may require rescheduling or additional sessions.

5. Program Scheduling, Rescheduling, and No-Shows

  • Participants must schedule their appointment using the provided calendar link after submitting their deposit.
  • Missed appointments or repeated rescheduling may delay your progress or result in being removed from the Program.
  • Deposits for removed or inactive participants remain credit-only toward SFP Worksand are not refunded.

6. Participant Responsibilities

By joining the Program, you agree to:

  • Provide accurate and truthful information
  • Attend your scheduled EFIN consultation
  • Cooperate fully during the application process
  • Ensure you have a stable internet connection, required documents, and proper identification
Failure to comply may result in removal from the Program.

7. Program Changes

Swift Financial Partners reserves the right to modify, pause, or terminate the Program at any time.Any changes will be updated in these Terms, and continued participation constitutes agreement to the updated Terms.

8. Limitation of Liability

To the fullest extent permitted by law:
  • Swift Financial Partners is not liable for IRS decisions, delays, technical issues, identity verification failures, or rejected applications.
  • The Program offers guidance and assistance only and does not guarantee any outcome.

9. Acceptance of Terms

By submitting your deposit or attending your appointment, you acknowledge that you have read, understood, and agreed to these Terms of Service.If you do not agree to these Terms, do not submit a deposit or proceed with scheduling your EFIN appointment.

CLICK HERE TO SCHEDULE YOUR EFIN APPOINTMENT

START HERE
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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

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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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