Could You Build a More Profitable Tax Software Business?
Take this 3-minute assessment to see which SwiftFP reseller opportunity best fits your business, and discover where your biggest growth opportunities may be.
Section 1: Business Profile
Which best describes your tax business today?
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Select the option that best reflects how your tax business currently operates.
Do you currently have an active IRS EFIN?
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Let us know your current EFIN status so we can determine the right path and support for your business.
Approximately how many individual tax returns does your business prepare each year?
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Select the range that best represents your businessβs typical annual tax return volume.
Section 2: Scale
How many tax preparers currently work under or with your business?
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Select the number of tax professionals currently working with your business or under your organization.
Β How many tax office locations do you currently operate?
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Select the number of tax office locations currently operating under your business.
What are your growth plans over the next 12β24 months?
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Choose one or more options
Select the growth goals that best reflect where you want to take your tax business over the next 12β24 months.
Section 3: Current Software Situation
What professional tax software do you currently use?
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Drake
TaxSlayer Pro
TaxWise
CrossLink
ProSeries
TaxAct Professional
UltimateTax
TaxSlayer
SFP Works
I don't currently use a pro tax software
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Select the professional tax software your business currently uses to prepare and file tax returns.
Are you currently reselling, referring, or providing software to other tax professionals?
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Select the option that best describes your current involvement in providing, referring, or selling tax software to other professionals.
Approximately how many tax professionals could you realistically introduce to a software program during the next 12 months?
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Estimate the number of tax professionals in your network you could realistically introduce to a tax software program over the next 12 months.
Section 4: Motivation
What's preventing you from growing your tax business faster?
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Choose one or more options
What interests you MOST about becoming a reseller?
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Choose one or more options
Section 5: Readiness
When would you like to launch or expand your reseller business?
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Section 6: Contact Information
First Name
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Last Name
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Company Name
Email
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Mobile Number
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What's the best way for us to contact you?
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Select your preferred method for our team to contact you about your reseller opportunity.