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Automatically collect your past due prep fees from unfunded clients1

Pay-by-refund just got better

Collect payments from clients with refunds that didn't fund

No limit on the fee amount that may be collected
 Secure payment options for your clients
 TPG contacts clients on your behalf
Fees collected by debit to taxpayer's account or credit card payment

Spend more time preparing returns

And less time worrying about fees

Available for taxpayers that select a Refund Transfer and direct deposit disbursement

When taxpayers pay with their refund it's an easy way to get paid. We designed Auto Collect for the handful that don't receive funding. Save time by using TPG to automatically collect your tax preparation fees from these clients.

Here's how it works

Let us do the work for you

1

TPG contacts your unfunded clients*

Once a taxpayer that selected a Refund Transfer with direct deposit is at least 1 month past their expected IRS funding date TPG will contact your client

2

Convenient payment options offered

Clients are given the option to conveniently pay your fees with a credit card or bank account

3

Fees are direct debited

If your client does not respond, TPG will debit your fees from your client's bank account

4

Payment issued to you

TPG collects our processing fee of 25% of the amount debited and the remainder is deposited into your bank account upon completion of the Auto Collect program2

* Participating EROs have the option to not collect on certain taxpayers and will have the option to make this determination on a case-by-case basis.

1AutoCollect is an optional service provided by Santa Barbara Tax Products Group, LLC.  Fees apply to the ERO only with respect to successful collections.  TPG is facilitating collections that are being made directly through EROs.

2Other than any amounts collected on behalf of software transmitters or other 3rd parties.