
It pays to refer other tax pros to sbtpg
If you are a Santa Barbara Tax Products Group (sbtpg) client and you refer another tax pro to sbtpg, you can earn up to $250 for every ERO that switches from their current bank product provider to sbtpg. There's no limit on what you can earn, so refer as many tax professionals as you want.
$100
Paid to you when your referral processes 50+ Refund Transfers*
$250
Paid to you when your referral processes 100+ Refund Transfers*
Sorry, this promotion is no longer available.
* Application for referral bonus must be received by February 1, 2021. Applicant must be active client of Santa Barbara Tax Products Group (sbtpg) during 2021 calendar year. Referred client must be active during 2021 calendar, enrolled in our Standard Refund Transfer program with 100+ funded Refund Transfers to qualify for $250 referrer incentive or 50+ funded Refund Transfers to qualify for $100 referrer incentive. Referred client cannot be existing sbtpg client that used sbtpg during 2020 calendar year. 2021 Refund Transfer volume calculated on May 1, 2021. Referral bonus issued June 1, 2021. If applicant submits multiple referrals, all referrals will be paid in a single payment.