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Resources tailored to tax professionals
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Pay during tax season
We'll collect payment from your tax preparation fees in 2027
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No cost tax preparation software loan1
Apply for a loan to purchase tax preparation software with Software Purchase Assistance (SPA). The loan is repaid from the tax preparation fees withheld from IRS or State funded Refund Transfers.
- Biggest discount - some software providers offer discounts for purchasing software early
- No cost - this is a $0 cost/ 0% interest loan
- Get software early - receive your tax preparation software with the initial release
- 2 year renewal - lock in your software cost for 2 years2
Activate our all-in-one cybersecurity solution3
Get everything you need to comply with IRS Publication 4557 & FTC Safeguards Rule.
- Managed Detection & Remediation
- Recovery plan
- Written Information Security Plan (WISP)
- Backup software
- Cyber education
- Virtual Private Network (VPN)
- Multi-factor Authentication (MFA)
- Drive encryption
- Firewall
Prepare returns faster than ever with AI data entry 4
Convert client intake forms and documents into review-ready returns in your tax software.
- Extracts data - from client docs and intake forms (W-2s, 1099s, organizers, expenses and more)
- Organizes data - into a clean client workspace and fills the return in your tax software
- Saves time - by cutting manual data entry time by up to 90%5 helping you do more returns per day
- Improves accuracy - by reducing re-keying errors and late-night work
1 Advance is subject to approval. Must be enrolled in Standard Refund Transfer program to qualify to withhold the software cost from your funded tax preparation fees; all discount programs offered through SBTPG are excluded from this program. Software Purchase Assistance advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.
2 Check with your software provider for availability.
3 Cybersecurity services provided through a partnership with Watch Cloud Cyber Security which is not an affiliate of Santa Barbara Tax Products Group or Green Dot Corporation. Tax professional pays a separate fee for this service. To qualify to withhold the annual subscription cost from your funded tax preparation fees requires that you are enrolled with Santa Barbara Tax Products Group, and have 3 or more taxpayers that applied for the Refund Transfer and received IRS and/or State funding in the previous tax season.
4 SmartWiz and Wizzy 2.0 are products of SmartWiz, Inc. and are not bank products. SmartWiz, Inc. is an independent third-party provider and is not an affiliate of Santa Barbara Tax Products Group, LLC, Green Dot Corporation, or Green Dot Bank. SBTPG and Green Dot do not provide, warrant, or guarantee SmartWiz products or services and do not guarantee any particular business results from their use.
To qualify to withhold the Wizzy 2.0 cost from your funded tax preparation fees requires that you are enrolled with Santa Barbara Tax Products Group, and have 3 or more taxpayers that applied for the Refund Transfer and received IRS and/or State funding in the previous tax season. Requires an initial purchase of 11 returns at $99 total cost.
SmartWiz™, Wizzy™, and One-Click Return™ are trademarks of SmartWiz, Inc.
5 Actual time savings, accuracy improvements, and business growth outcomes from using Wizzy 2.0 will vary by firm. Santa Barbara Tax Products Group and Green Dot Corporation state that they cannot and do not guarantee any specific results in connection with SmartWiz’s products and services; SmartWiz makes no guarantees of specific outcomes or revenue.
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.