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
  • Instagram
  • Facebook
  • TikTok

 

English videos

Spanish videos

Christmas holidays Refund Transfer videos

Christmas holidays Fast Cash Advance videos

It's easy to use our free digital content

tax marketing

Login to our website

After enrolling with us visit our Supplies page

tax services advertising

Download free video content

Choose from dozens of free videos and digital ads

Marketing for tax professionals

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.
tax pro promotional tools

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.

marketing materials for tax pros

Upgrade to premium marketing

High profile marketing materials also available for purchase
Advertising hacks for tax professionals

Outdoor flags

 

NEW! Hang vinyl flags outside your office to attract attention
advertising for tax professionals

Outdoor banners

 

Attract taxpayer attention with grommeted, vinyl banners
promotional tools for tax practice

Floor decal

 

NEW! Adhesive decal for floors, walls or anywhere to promote pay-by-refund
marketing platform

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.
Appointment

Text message & email notifications

SMS

Promotional email & text message templates

Website

Website landing page & secure client portal

CRM

Client management & online appointment scheduling

What people think

 

See how our marketing resources help our clients

 

Join sbtpg today

 

Get the resources you need to succeed

 

1 Separate fees apply for the Marketing Pro service.

Marketing materials available while supplies last.