Publications
Practical Guidance
Resources you can put to work immediately.
Business Growth
Tools for recruiting, sales, marketing, and scaling.
EFIN Support
Preparation resources for the IRS EFIN process.
Built for Tax Pros
Created around real tax-office needs.
Publications
Practical Guidance
Resources you can put to work immediately.
Business Growth
Tools for recruiting, sales, marketing, and scaling.
EFIN Support
Preparation resources for the IRS EFIN process.
Built for Tax Pros
Created around real tax-office needs.
Explore the SwiftFP Resource Library
From 0 to 1,000 Customers
The SwiftFP Growth Guide breaks customer acquisition into practical stages, from getting your first clients to building systems that support scale.
Service Bureau Training – Module 01
Business Model Overview covering service bureau structures, affiliate models, onboarding, and program setup.
Service Bureau Training – Module 02
Product and Sales training covering sales processes, techniques, tax software benefits, and business solutions.
Service Bureau Training – Module 03
Marketing and Branding training for building a service bureau marketing plan, audience strategy, and brand presence.
Recruiting and Training Tax Preparers
A recruiting guide for service bureaus focused on finding, evaluating, hiring, and developing seasonal tax preparers.
Recruiting and Retaining Clients
A practical guide to identifying ideal taxpayers, finding prospects, strengthening retention, and building a healthier client base.
Service Bureau Training Brochure
A practical guide to building and marketing a service bureau, including branding, partner recruitment, training, and growth strategies.
SFP Works Brochure
An overview of SFP Works benefits, software solutions, support, business development resources, and opportunities to grow your tax business.
5 Secrets Booklet
A guide to five essentials for tax industry success, covering resources, credentials, tax software, business planning, and insurance.
Explore the SwiftFP Resource Library
From 0 to 1,000 Customers
The SwiftFP Growth Guide breaks customer acquisition into practical stages, from getting your first clients to building systems that support scale.
Service Bureau Training – Module 01
Business Model Overview covering service bureau structures, affiliate models, onboarding, and program setup.
Service Bureau Training – Module 02
Product and Sales training covering sales processes, techniques, tax software benefits, and business solutions.
Service Bureau Training – Module 03
Marketing and Branding training for building a service bureau marketing plan, audience strategy, and brand presence.
Recruiting and Training Tax Preparers
A recruiting guide for service bureaus focused on finding, evaluating, hiring, and developing seasonal tax preparers.
Recruiting and Retaining Clients
A practical guide to identifying ideal taxpayers, finding prospects, strengthening retention, and building a healthier client base.
Service Bureau Training Brochure
A practical guide to building and marketing a service bureau, including branding, partner recruitment, training, and growth strategies.
SFP Works Brochure
An overview of SFP Works benefits, software solutions, support, business development resources, and opportunities to grow your tax business.
5 Secrets Booklet
A guide to five essentials for tax industry success, covering resources, credentials, tax software, business planning, and insurance.
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
Quick Links
Subscribe
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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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