Get tools today and don't pay until 2026
Find tools that power and protect your tax practice
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Resources tailored to tax professionals
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No need to wait until January
Pay during tax season
We'll collect payment from your tax preparation fees in 2026
Here's what's available
Access resources now and get a jump start on your competitors
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
Digital marketing and biz management for tax pros 4
Promote and manage your tax practice like a pro with the business management platform designed for tax pros like you.
- Appointment scheduling- Online appointment scheduling sends automated appointment reminders to save you time
- Website - Multi-page website plus a secure client portal includes 2-way file sharing
- Client management - Manage client communications, documents and scheduling from your CRM
- Email marketing - Save time with automated email, 70+ pre-built templates, and reports for tracking email opens and clicks
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 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. To qualify to withhold the annual Marketing Pro subscription cost from your funded tax preparation fees requires that you are enrolled with Santa Barbara Tax Products Group, and have 1 or more taxpayers that applied for the Refund Transfer and received IRS and/or State funding in the previous tax season.
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.