Swift Financial Partners

10/28/2026

Tonight at 7:00 PM ET: Enhance Your Due Diligence Program With Tax Office Radar — our free weekly webinar.

Form 8867 isn’t just a checkbox anymore. Tax Office Radar scores every return your office files against what the IRS actually looks for and hands you a daily report: what’s clear, what needs a second look, and why.

Tonight we’ll walk through:

A real daily Radar report — EITC due diligence (8867), Head of Household filers at the same address, and the other flags that draw IRS attention
How to upload your daily reports from Drake, CrossLink, TaxSlayer Pro, TaxWise or OLT — no software switch required
What’s new: Radar is now open to single offices, not just service bureaus

📅 Wednesday, Oct 28 · 7:00 PM ET · Live on Zoom
🎟️ Reserve your free seat: https://us06web.zoom.us/webinar/register/WN_7m72POdFQr6fCWylnFm11Q

Can’t make it tonight? We go live every Wednesday at 7:00 PM ET. But the season is less than three months out — the sooner you see where your office stands, the better.

10/27/2026

Tomorrow night we show tax offices what “due diligence” looks like when it runs itself. Tax Office Radar flags the 8867 gaps, the duplicate addresses, and the patterns that trigger IRS letters — before the return goes out the door. Free weekly webinar, Wednesday 7:00 PM ET.
Grab a seat → https://us06web.zoom.us/webinar/register/WN_7m72POdFQr6fCWylnFm11Q
Learn More Here → swiftfp.com/office-radar
https://taxsofware.com/
Prep Services Virtual Tax PreparationMelKass Multiservice, LLC1040ez

10/21/2026

Tax Office Radar Live Webinar Join Now: https://us06web.zoom.us/webinar/register/WN_7m72POdFQr6fCWylnFm11Q

10/21/2026

Tonight at 7:00 PM ET, we pull back the curtain on Tax Office Radar.

For the first time, you'll watch it work live on a real office's returns. 60 returns go in straight from Drake, and while you watch, you see what the IRS would see: which returns carry audit risk, which preparer is driving it, and what to fix before a single letter arrives.

What we'll cover tonight:

The live upload and scoring, return by return
How one preparer's habits can put a whole office's EFIN on the line, and how fast Radar surfaces it
The morning brief that tells you exactly who to talk to and what to fix
What service bureaus get: every office in the network scored every morning, with the ones that need a call ranked first
Live Q&A

Due diligence penalties are $650 per failure in 2026, up to $2,600 on a single return. Most offices find out when the IRS tells them. After tonight, you'll find out first.

Free for tax office owners and service bureaus. Works with Drake, CrossLink, OLT, TaxSlayer Pro and TaxWise. No software switch required.

Save your seat: https://us06web.zoom.us/webinar/register/WN_7m72POdFQr6fCWylnFm11Q
Can't make 7? Register anyway and the replay hits your inbox tomorrow morning.

Prep Services Virtual Tax Preparation

10/20/2026

Tomorrow night. 7 PM ET. Tax Office Radar goes live — daily audit-risk scoring for every return your office files, plus reconciliation, splits & 1099s. Join our product demo! Free seat: https://us06web.zoom.us/webinar/register/WN_7m72POdFQr6fCWylnFm11Q

10/19/2026

10/19/2026

A kid claimed on two returns. An EITC return with no Form 8867. A Schedule C with $20K coming in and $0 going out. All three marked ready to e-file.

That's what Tax Office Radar flagged on the first upload. Before anything was transmitted.

You already pull a daily report from your tax software. Upload it, and Radar reads your returns the way the IRS does, then tells you in plain English what to fix. Every return, every preparer, every office. Before you file, not when the letter shows up in July.

Works with Drake, CrossLink, OLT, TaxSlayer Pro and TaxWise. Nothing to switch.

Check before you file.

👉 Book a demo at swiftfp.com/office-radar
📅 Or see it live this Wednesday, Oct 21 at 7 PM ET. Same link.

10/16/2026

One preparer you've never met can cost you your EFIN.

If you run a service bureau, your exposure is three offices deep: Schedule C with zero expenses, the 8867 nobody filled out, the same dependent on two returns. And you find out when the IRS does.

Tax Office Radar reads the reports your tax software already exports (Drake, TaxSlayer, OLT, TaxWise, CrossLink), scores every return the way the IRS looks at it, and shows you the flags before you transmit. Every return gets a verdict. Every preparer gets a score. Every bank deposit gets matched to the return it funded.

See it live: October 21 at 7 pm.
Register: swiftfp.com/office-radar

Built by Swift Financial Partners, a service bureau with 1000+ offices of its own. Know before the IRS does.

10/14/2026

Every return your office files is a signal to the IRS. Starting this season, you'll read those signals first.

Introducing Tax Office Radar by Swift Financial Partners — daily monitoring that scores every return you file against what IRS examiners actually look for. Head-of-household filers at the same address. Schedule C income with no expenses. EITC due diligence gaps. Flagged the day they're filed, not when the exam letter arrives.

It reads your reports, not your software — so it works with Drake, CrossLink, TaxSlayer Pro, TaxWise and OLT.

See it live for the first time.
Free webinar · Wednesday, October 21 · 7:00 PM ET · Online

On the agenda:

Tax Office Radar unveiled — daily audit-risk scoring
The red flags that get offices examined, and how to catch them early
Reconciliation, splits & 1099s — know what you're owed

Reserve your free seat: swiftfp.com/office-radar

Prep Services Virtual Tax PreparationMelKass Multiservice, LLC1040ezTalking Taxes 1040MelKass Multiservice, LLC