Products & services designed for service bureaus

Serving the unique needs of Service Bureaus and multi-office tax pros

More ways to capture payments

Get all the benefits of a modern banking partner*

Transfer

Simplify your reconciliation

Separate fee payments across multiple bank accounts

Simplify fee payment reconciliation by splitting your fee deposits across multiple bank accounts.

  • Break out payments if you sell software from multiple software companies
  • Track payments when clients are using different fee collection programs (Refund Transfer, Prep Paid, etc.)
Fee split payments

Fee splits offer more ways to get paid

Collect your fees from service bureaus and EROs

Collect a share of service bureau fees and tax preparation fees from any enrolled ERO working under you. Collect from other service bureaus' fees for services you are providing to them.

If you are servicing single or multiple EROs, share in the revenue per transaction on each tax preparation fee we collect.

revshare

Non-Refund Transfer invoicing

Collect fees for products and services you offer

Capture fees for ancillary products and services you offer, even without a Refund Transfer. Our non-RT invoicing gives you the ability to charge for services like tax audit protection and we'll collect the fees from your overall funded tax preparation fees.

Track all ancillary products offered to e-file clients, allowing for better expense management as tax preparation fees are used to pay these invoices.

* Santa Barbara Tax Products Group is a service provider, not a bank. Banking services provided by Green Dot Bank, Member FDIC.

Multi-level enrollment

We're ready to support your growth

Our recent technology investment migrating to a modern database expands our ability to support multiple enrollment levels. If your software provider supports enrollment across multiple hierarchy levels, we're aligned and equipped to support your growth.

Service Bureau Tiers

Give staff access to your account

Give business partners and staff access to your sbtpg account

Once staff accounts are created, your team can login to our website to run reports and service your clients.

  • Give staff access to your sbtpg account
  • Restrict the information staff can view
  • Add, edit or deactivate access at any time
  • Create an unlimited number of staff users
Manage staff users
Dashboard and reports

Manage your business at a glance

One login unlocks access to all data under you

One login gives you access to all of your data. Filter your view of our website by any business under you, to see what they see.

  • Drill-in to related reports from the dashboard
  • See recent payments, funded clients & more
  • Summary view for tax pros with multi-office EROs
  • View from desktop or mobile devices

Advance loans for taxpayers and tax pros

Give clients access to industry leading retail loan programs

$7,000 Fast Cash Advance

Available through mid-March

Give clients an industry-leading refund advance program, with over 8 out of 10 loans approved.1

Pre-season capital available Oct. 7

Cash flow to fund ERO office setup

We offer tax professionals advance loans up to $67,800 available to qualified tax pros starting Oct. 7.2

In-season ERO fee advance

Cash flow help to fund ERO success

Qualified tax professionals can get an advance on their tax preparation fees of up to $338,800 available to help them ramp up for tax season.3

Greeting client

Experience the difference

Request a demo and see what sets us apart

Legal disclaimers Collapse

1 Fast Cash Advance is an optional tax-refund related loan provided by First Century Bank, N.A., Member FDIC (it is not the actual tax refund) and is available at participating locations. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer from the refund. Fees for other optional products or product features may apply and will be disclosed at the time of application. Tax returns may be filed electronically without applying for this loan. Loans are offered in amounts from $500-$7,000 and are offered both pre-IRS acknowledgment of the tax return and post-IRS acknowledgment of the tax return. All loans have an Annual Percentage Rate (APR) of 35.99%. For example, for a loan of $2,000 with a repayment period of 30 days, the total amount payable in a single payment is $2,059.16 including principal and interest. Not all consumers will qualify for a loan or for the maximum loan amount. Offer and terms subject to change at any time without prior notice.

2 Must opt-in by February 16 to qualify. Advances subject to approval. Must be enrolled in Standard Refund Transfer program to qualify. All discount programs offered through SBTPG are excluded from this program. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.

3 Must opt-in by January 13 to qualify. Advances subject to approval. Must be enrolled in Standard Refund Transfer program to qualify. All discount programs offered through SBTPG are excluded from this program. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.

Please check with your software provider for program and product availability. Refund Transfers are deposit products using Green Dot Bank, Member FDIC that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.