Marketing for tax professionals
More resources for growing your tax practice
What our partners receive
Enroll in our Standard Refund Transfer program and we'll set you up with tons of free marketing resources.
Printed ads
Digital ads
Spanish ads
Direct mail*
Online listing
* Available to returning clients with 100+ applied Refund Transfers enrolled in our Standard Refund Transfer program.
Digital and social ads
Enroll now and get access to a library of free videos and digital ads
Variety of content
Download a variety of promotional content
- Refund Transfer
- Fast Cash Advance
- GO2bank™
- Tax preparation
Designed for social
Video content resized for social media channels.
- Youtube
- TikTok
It's easy to use our free digital content
Login to our website
After enrolling with us visit our Supplies page
Download free video content
Choose from dozens of free videos and digital ads
Upload to your social media page
Instructions are included with free video and digital ads
Let us advertise for you
Returning clients in our Standard Refund Transfer program enjoy exclusive access to FREE personalized advertising. We help you retain clients with more free resources.
Personalized direct mail postcards
Opt-in by Nov. 17
Personalized postcards are addressed to clients with your contact information including a reminder to return to your office at tax time*
* Available to returning clients enrolled in our standard Refund Transfer program with 100+ applied Refund Transfers.
Free premium marketing kit
Process at least 40 Refund Transfers and get upgraded to a premium marketing kit.*
* Must opt-in to Fast Cash Advance program to receive Fast Cash Advance marketing kit.
Upgrade to premium marketing
High profile marketing materials also available for purchase
Outdoor flags
NEW! Hang vinyl flags outside your office to attract attention
Outdoor banners
Attract taxpayer attention with grommeted, vinyl banners
Floor decal
NEW! Adhesive decal for floors, walls or anywhere to promote pay-by-refund
Grow with the marketing platform for tax pros1
Get pre-built marketing tools and content designed just for tax professionals and start promoting your tax practice like a pro.
Text message & email notifications
Promotional email & text message templates
Website landing page & secure client portal
Client management & online appointment scheduling
Join sbtpg today
Get the resources you need to succeed
1 Separate fees apply for the Marketing Pro service. Santa Barbara Tax Products Group and Green Dot Corporation cannot and do not guarantee your ability to obtain specific results in connection with our products and services.
Marketing materials available while supplies last.