By now you should know that SwiftFP provides taxpayers with a premium e-file software, SFP Works, and top rated customer service. If you’ve read any of our previous articles you may also know that SwiftFP often partners with SeQwens because we both use and recommend their practice management software of the same name. However, you might not have known the benefits of fully utilizing both SFP Works and SeQwens in the daily management of your tax business. Let’s start with a quick review of each software.
SeQwens:
SeQwens is a simple practice management software created by tax professionals for tax professionals. It provides tools for tax prepares such as; scheduling, communication, workflow management, billing, e-signatures, and much more!
SFP Works:
SFP Works on the other hand is tax preparation software created to assist tax pros when creating and filing their clients’ tax returns. The software provides step-by-step instructions for filing and calculating tax returns. SFP Works also provides resources such as important tax forms for tax professionals to use when they need them.
How Can SeQwens and SFP Works Help My Tax Business?
We’ll start with SeQwens, SeQwens has CRM (client relationship management) tools making it the ideal place to onboard and track your current and prospective clients. Log into SeQwens and go to Client Management on the left of your screen. From there you have the option to enter your client’s information yourself or have them do it through the client portal. By providing your clients with a client portal you not only decrease the workload on yourself but also give your clients a better sense of responsibility and control.
If you choose to use the client portal then make sure to follow up with your client by using SeQwen’s scheduling and communication tools. With the scheduling tools you are able to set reminders for yourself right in the software. With the communication tools you will be able to email, text, or chat with your clients right from SeQwens. It’s truly the only software your tax business needs.
Once the data has been entered into SeQwens you can have your client upload all their relevant tax documents such as W2s, personal documents, and any proof needed for deductions. After this you can head to SFP Works and begin entering the data there as well under New Return.
*Note: We are currently working on integration between SeQwens and SFP Works to prevent tedious data entry in the future.
After the information for the return has been entered and you’ve verified with your client that the information entered is correct, you will be able to export the return as a pdf to your computer. After exporting you can head back to SeQwens and use the e-signature tool to have both you and your client sign the return before submitting.
Just like that you have exponentially reduced the time and effort of a tax return, freeing you and your team up to process more returns or focus on growing the business.
Conclusion:
We here at SwiftFP and our partners over at SeQwens hope that this article was informative for you and your tax business. If you want to learn more then check out our video where we discuss, in greater detail, how SeQwens and SFP Works will streamline your tax business like never before.
