SFP Works Professional Tax Software

Tax software that is ready for today and built for where you are going.

Prepare and e-file with confidence using cloud-based professional tax software backed by onboarding, responsive support, bank-product options, and practical business-growth guidance.

Schedule a Software Demo Buy NowSee SFP Works in action or choose your package today

Cloud-based accesswork securely from nearly anywhere

10+ years of experiencesupporting tax professionals nationwide

Built-in growth supportsoftware, training, and revenue tools

Software should support your business

A professional platform without the complexity, surprise fees, or disappearing support

Tax professionals consistently say they want software that is easy to learn, affordable while they grow, dependable during tax season, and supported by people who respond. SFP Works is designed around those priorities.

Intuitive workflow

A clean, practical experience helps you prepare returns efficiently and makes training team members easier.

Federal and state e-filing

Prepare individual and business returns with broad form coverage, diagnostics, and real-time e-file status.

Cloud convenience

Use maintenance-free online access, secure backup, and multi-user capabilities for a modern tax office.

Bank-product integration

Give eligible clients flexible payment options and access additional revenue opportunities for your office.

Training and onboarding

Get help setting up your software, learning the workflow, and preparing your office for tax season.

Responsive support

Work with a customer-focused team that understands tax software and the realities of running a tax business.

Why SFP Works

Choose software you can start with and continue to scale with

Whether you are opening your first office or managing a growing team, you need a system that will not force you to rebuild your process every time your business changes.

Support individual and business tax return preparation
Add staff with multi-user online access
Track diagnostics and e-file status in real time
Store documents and maintain secure online backups
Access consulting, marketing resources, and growth guidance

See how SFP Works fits your office

A live software demonstration gives you the clearest look at the workflow, features, pricing options, and support available for your business.

Book Your Demo

Flexible options

Select the package that matches your current return volume

Start with the level you need today, with room to move into a larger solution as your tax business grows.

Lower-volume offices

SFP Works Elite

$399.99

Includes 30 tax returns, then $10 for each additional return.

Professional cloud-based software
Federal and state preparation
E-filing and software support
A practical starting point for a growing client base

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Best for growing offices

SFP Works Premium

$674.25 prepaid promotional price

Unlimited filing for offices that want predictable software costs and room to grow.

Payment option: $99 today, then $800 due by February 15, 2027, $899 total.

Unlimited federal and state e-filing
Multi-user online access
Document management and diagnostics
Bank products, training, and technical support

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How it works

A simpler path to getting your office ready

Schedule your demonstration

Choose a time to review the software and discuss your office, experience, and goals.

Select the right package

Compare features, return volume, payment options, and bank-product needs with our team.

Complete onboarding

Set up your account, learn the workflow, and receive guidance for a confident launch.

Who it is for

Designed for tax professionals building a serious business

New tax-office owners who want guidance and affordable starting options
Experienced preparers ready for cloud access and a cleaner workflow
Growing offices adding employees, preparers, or additional locations
Professionals who value responsive support and predictable costs
Offices interested in bank products and additional revenue opportunities

Common questions

Know what to expect before your demo

Is SFP Works online or desktop-based?

SFP Works is cloud-based, giving qualified users convenient online access without maintaining a traditional local software installation.

Can I use SFP Works with employees or multiple preparers?

Yes. Multi-user access is available, making it appropriate for offices that plan to add staff or expand operations.

Does SwiftFP provide training and support?

Yes. SwiftFP provides onboarding, training, technical support, and business-growth guidance to help tax professionals use the software effectively.

Which package should I choose?

Elite is designed for lower return volume, while Premium offers unlimited filing. During your demo, the team can help you compare both options based on your office.

Do I need an EFIN and PTIN?

Tax professionals generally need the appropriate IRS credentials to prepare and electronically file returns. SwiftFP can explain the requirements and available assistance during your consultation.

See whether SFP Works is the right foundation for your tax business.

Schedule a personalized demonstration to review the software, pricing, support, and next steps with the SwiftFP team.

Schedule Your SFP Works DemoChoose a convenient time on the Tax Software Demo calendar.