Live webinar: Office Radar by Swift FP, Wednesday, October 21 at 7:00 PM ET Register on Zoom
Tax Office Radar
See your biggest audit risk before the IRS does.
Tax Office Radar scores every office’s returns each night against what the IRS looks for, then tells you in plain English who needs a call today.
For tax offices and service bureaus. Works with Drake, CrossLink, OLT, TaxSlayer Pro and TaxWise.
Today's brief
Sample dataYellow, no change overnight. 922 returns this season, 42 flags waiting. Most of the risk sits with one office.
- Office AHead of household claims need supportCall today
- Office BSchedule C income near the EITC peakWatch
- Office CNo flags todayClear
Scores and flags are set by fixed rules. AI only writes the explanation.
Most bureaus learn about a bad office when the letter arrives.
By then the returns are filed, the bank products are funded, and the EFIN is on the line. Tax Office Radar watches the work while the season is still running, so you can step in while a fix is still a phone call.
How it works
1
Upload the daily report
Export the return report from your tax software and drop it in. Radar reads the columns and you confirm the mapping once. Bureaus can pull the data for their offices instead.
2
Every return gets scored
Each night Radar checks every return against patterns that warrant review, including due-diligence credits, Schedule C with EITC, repeated dependents, and more.
3
You get the morning brief
A plain-English summary of what changed, which offices and preparers need attention, and which files to pull first.
The office dashboard brings setup, today’s brief, office score, priority reviews and peer comparison into one view.
One place for risk, money and the paperwork that proves you checked.
Daily audit-risk scoring
Every office and every preparer gets a red, yellow or green standing each day, with a score history so you can see who is improving.
Flags you can close out
Open a flag, pull the file, and record what you found. That record creates a clear history of your oversight.
Fee and bank reconciliation
Upload a fee report and a bank report. Radar matches what you billed to what the bank paid and shows every gap.
Splits, payouts and 1099s
Set a revenue-share rule for each preparer or sub-office. Payouts and year-end 1099 totals are calculated from it.
Built for the office and the bureau behind it.
Tax offices
- Know which preparer’s work needs a second look before the season gets away from you.
- Keep a record of every flag you reviewed.
- Check that every fee you charged was actually paid.
- You control what gets uploaded and when.
Service bureaus
- See every downstream office ranked by risk in one view.
- Get a daily list of which offices need a call.
- Reconcile rebates and fees across offices without spreadsheets.
- Protect your bank relationships by catching problems early.
Works with the software you already use.
You don’t need to be a Swift FP software customer. If your software can export a return report, Radar can read it.
Your data stays yours.
Each office’s data is walled off from every other office and bureau. Offices decide what to upload, accounts are protected with two-step sign-in, and scores are always set by fixed rules you can see.
See Radar on your own offices.
Tell us a little about your operation and we’ll set up a walkthrough using the kind of reports you already run.
Book your demo.
Call us and we’ll set up a walkthrough using the kind of reports you already run.
Tax Office Radar is a Swift Financial Partners product.
1014 Parsons Ave., Columbus, OH 43206 · (888) 550-6119 · swiftfp.com
© 2026 Swift Financial Partners. Tax Office Radar flags patterns for review; it does not give tax or legal advice.
Live webinar: Office Radar by Swift FP, Wednesday, October 21 at 7:00 PM ET Register on Zoom
Tax Office Radar
See your biggest audit risk before the IRS does.
Tax Office Radar scores every office’s returns each night against what the IRS looks for, then tells you in plain English who needs a call today.
For tax offices and service bureaus. Works with Drake, CrossLink, OLT, TaxSlayer Pro and TaxWise.
Today's brief
Sample dataYellow, no change overnight. 922 returns this season, 42 flags waiting. Most of the risk sits with one office.
- Office AHead of household claims need supportCall today
- Office BSchedule C income near the EITC peakWatch
- Office CNo flags todayClear
Scores and flags are set by fixed rules. AI only writes the explanation.
Most bureaus learn about a bad office when the letter arrives.
By then the returns are filed, the bank products are funded, and the EFIN is on the line. Tax Office Radar watches the work while the season is still running, so you can step in while a fix is still a phone call.
How it works
1
Upload the daily report
Export the return report from your tax software and drop it in. Radar reads the columns and you confirm the mapping once. Bureaus can pull the data for their offices instead.
2
Every return gets scored
Each night Radar checks every return against patterns that warrant review, including due-diligence credits, Schedule C with EITC, repeated dependents, and more.
3
You get the morning brief
A plain-English summary of what changed, which offices and preparers need attention, and which files to pull first.
The office dashboard brings setup, today’s brief, office score, priority reviews and peer comparison into one view.
One place for risk, money and the paperwork that proves you checked.
Daily audit-risk scoring
Every office and every preparer gets a red, yellow or green standing each day, with a score history so you can see who is improving.
Flags you can close out
Open a flag, pull the file, and record what you found. That record creates a clear history of your oversight.
Fee and bank reconciliation
Upload a fee report and a bank report. Radar matches what you billed to what the bank paid and shows every gap.
Splits, payouts and 1099s
Set a revenue-share rule for each preparer or sub-office. Payouts and year-end 1099 totals are calculated from it.
Built for the office and the bureau behind it.
Tax offices
- Know which preparer’s work needs a second look before the season gets away from you.
- Keep a record of every flag you reviewed.
- Check that every fee you charged was actually paid.
- You control what gets uploaded and when.
Service bureaus
- See every downstream office ranked by risk in one view.
- Get a daily list of which offices need a call.
- Reconcile rebates and fees across offices without spreadsheets.
- Protect your bank relationships by catching problems early.
Works with the software you already use.
You don’t need to be a Swift FP software customer. If your software can export a return report, Radar can read it.
Your data stays yours.
Each office’s data is walled off from every other office and bureau. Offices decide what to upload, accounts are protected with two-step sign-in, and scores are always set by fixed rules you can see.
See Radar on your own offices.
Tell us a little about your operation and we’ll set up a walkthrough using the kind of reports you already run.
Book your demo.
Call us and we’ll set up a walkthrough using the kind of reports you already run.
Tax Office Radar is a Swift Financial Partners product.
1014 Parsons Ave., Columbus, OH 43206 · (888) 550-6119 · swiftfp.com
© 2026 Swift Financial Partners. Tax Office Radar flags patterns for review; it does not give tax or legal advice.