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Office Management Dashboard
Manage All Aspects of Your Multi-Office Tax Business from a Single Location
The SFP LINK Management Dashboard allows SFP Link customers complete control over, and visibility into, each sub-site within their multi-office tax organization. With the SFP Link Management Dashboard, the ability to setup sub-sites, review returns, and obtain valuable management reports is right at your fingertips.
Scan & Store
Improve Efficiency & Accuracy with a Single Click
Improve efficiency and accuracy while saving time preparing each tax return. With built-in support for certified handheld scanners, you are able to capture the taxpayer’s source documents and information and associate them with the appropriate tax return in SFP Link. Scan & Store eliminates the need to photocopy and physically store documents as you move towards a paperless office.
Signature Pad
Significantly Reduce time spend on Returns
Electronic signature pads provide a quick return on investment through significant time savings, copying of documents, and filing for future access on each tax return. Additionally, electronic signature pads allow you to save money by reducing paper usage & storage and minimizing errors, helping you to meet government disclosure requirements and move towards a paperless office.
Text Link
Text Message Your Clients Directly from SFP Links
TextLink is a text messaging service that is fully integrated within SFP Link. Using SFP Link. or TextLink Plus, high-volume tax offices are able to send a text message to their clients’ cell phones directly from SFP Link. And now with TextLink Plus, customers can receive message replies within the software without any limitations on message quantity or frequency.
