Tax products you can count on

Refund Transfers | Advances | Fee Collection | Marketing

Give clients more payment options

At tax time and all year long

TPG products
Refund Transfer

Give clients a pay-by-refund option

Give your client the option to pay for tax prep with their refund, and there's nothing to pay up front. Once we receive the refund, your fees are withheld and paid by direct deposit.1

TPG tax products
Auto Collect

Collect payments from past due clients

For the handful of clients that pay-by-refund and don't receive funding, use Auto Collect and collect from past due clients.2 You only pay for fees that are successfully collected.

Merchant Services
Credit and Debit Card Processing

Give clients more ways to pay for your services

Whether accepting credit or debit payments online or in your office, offer payment options that work for your clients. Collect fees all year long for professional services you offer.3

Products to help you compete
Set your office apart at tax time

Fast Forward for early refund access
Fast Forward by sbtpg

NEW! Give clients early access to their refund!

Your clients can request Fast Forward by sbtpg when they select the Refund Transfer with direct deposit. When the IRS funds their federal refund, they can get their refund direct deposit up to 5 days early.4 Process 10+ funded Fast Forwards & earn $5 per client.5

Grow your tax practice
fast cash advance

Attract more clients with more money

Compete with big chains and attract or retain more clients with a refund advance loan. Up to $7,000 available Jan. 2 thru Mar. 14. Offer cash before they can access their refund.6,7 There's no ERO fee* when clients receive their refund and post-ACK advance loan on a Green Dot® Prepaid Visa® Card.8

Green Dot Card
Green Dot Prepaid Visa Card

A great way to issue Refund Transfers

Clients that pay-by-refund can now request Green Dot and access their refund using a Green Dot® Prepaid Visa® Card. Clients that choose Green Dot are notified when their refund is ready, you can earn a $5 or $39.95 incentive9, and you receive additional free marketing resources for your office.10

* After $39.95 incentive.

Tax Debt Resolution
irs representation

Offer tax resolution & IRS representation

Have balance due clients that require tax debt resolution and IRS representation services you don't offer? Don't send clients to a competitor. Partner with tax debt resolution specialists to provide above and beyond protection to your clients without investing time to offer these services internally.11

Employee Retention Credit
Employee Retention Credit

Help clients receive ERC benefits

Have small or mid-sized business clients that may qualify for the Employee Retention Credit (ERC)? Let us help you service your business clients. Diversify your revenue, and expand the services you offer to small and mid-sized business clients beyond just accounting and bookkeeping.12

Cash flow to fund your growth

Happy tax pro
Tax preparation software loan

Purchase software with a no cost loan

Get a no cost loan and purchase your tax preparation software today.  Lock in the best software renewal costs without paying out of pocket.13

Funding for tax pros
tax pro advance

Cash flow help available starting in October

Up to $67,800 in cash flow to help with season startup expenses. Now available to new and existing sbtpg clients starting Oct. 7.14

ERO fee advance
Simply Paid

Skip the wait to get paid with a fee advance

Get an advance on your tax preparation fees so you get paid in days, not weeks. Up to $338,800 available to qualified tax pros.15

Advertising that gets results
Free marketing resources and premium displays10

Free Spanish materials

Free online listing

Free print advertising

Free digital advertising

Free marketing kits

Free direct mail16

marketing platform

Promote your tax practice like a pro

Get the marketing platform for tax pros17

Web presence

Establish a web presence with a landing page to attract clients and promote the products and services you offer. Your website includes a secure client portal for exchanging documents with clients.

Email and text message marketing

Get a jump on competitors with pre-built promotional email and text message templates. Save time with automated email and text message updates sent directly to your clients.

Online scheduling and calendar

Share your calendar so new and existing clients can book an appointment from your website, Facebook page, email or Google.* Automated reminders save you time and help you avoid no-shows.

*Available with the free Google or Facebook integration.

Manage clients with your CRM

Track client activity, including marketing activity, conversations, documents, and more from an easy-to-use Client Retention Management (CRM) system.

Email marketing for tax pros
Marketing Playbook logo

Need new ideas for growing your tax practice?

Get a free personalized marketing playbook

Raising the bar on reports

 

Find what you need in less time with updated reports

  • Run reports from any mobile device
  • Personalized reports help you manage money
  • Report on dozens of data points
  • It's easy to find what you need
saving-report2

Why choose sbtpg?

See why clients recommend sbtpg

 

Partner with us today

Get the resources you need to succeed

 

1 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.

2 AutoCollect is an optional service provided by Santa Barbara Tax Products Group, LLC.  Fees apply to the ERO only with respect to successful collections.  SBTPG is facilitating collections that are being made directly through EROs.

3 Online payments provided by AffiniPay, LLC, which is not an affiliate of Santa Barbara Tax Products Group.   Separate fees for this service apply. CPACharge is a registered agent of Wells Fargo Bank, N.A., Concord, CA and Citizens Bank, N.A.

4 Fast Forward by sbtpg is provided by Green Dot Bank. Terms and fees apply. To be eligible for Fast Forward, the taxpayer must have a Refund Transfer for a federal tax refund that is no more than $10,000 and have selected direct deposit or a Green Dot Bank-issued debit or prepaid card as the disbursement method for their refund proceeds. Availability may vary based on the taxpayer's bank participating in Real-Time Payments, IRS pre-notification of pending refund deposit, and availability of funds. $25.00 fee is not charged if the taxpayer is ineligible or if their refund is deposited to a Green Dot Bank-issued debit or prepaid card. Check with transmitter for availability.

5 Process 10+ funded Fast Forwards and receive a $5 incentive for each funded Fast Forward deposited to taxpayers' bank accounts by 5/31/25. Incentives paid by 7/15/25.

6 Pre-ACK Fast Cash Advance available Jan. 2. In-season Fast Cash Advance available first day of filing.

7 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.

8 Green Dot® card is issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa U.S.A., Inc. Visa is a registered trademark of Visa International Service Association. Green Dot Bank also operates under the following registered trade names: GO2bank, GoBank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits.

9 $5 incentive or $39.95 incentive paid as long as IRS tax refund is deposited to the Green Dot Prepaid Visa® Card. IRS tax refund deposit must be received by 5/31/25. $5 incentive paid by 6/30/25 for taxpayers with IRS-funded Refund Transfer deposited to a Green Dot Prepaid Visa® Card. $39.95 incentive paid by 6/30/25 for taxpayers with Fast Cash Advance and IRS-funded Refund Transfer deposited to a Green Dot Prepaid Visa® Card. Tax professionals using discount programs do not qualify. If enrolled through a service bureau, please check with bureau associate for details on incentive payment. Must be enrolled in the standard Refund Transfer program to qualify for standard pricing; all discount programs offered through SBTPG are subject to other pricing. A 1099 may be issued for incentive payments exceeding $600. Green Dot cards available while supplies last.

10 Must be enrolled in our Standard Refund Transfer program. Available while supplies last.

11 Tax debt resolution services provided by Community Tax, LLC which is not an affiliate of Santa Barbara Tax Products Group or Green Dot Corporation. Taxpayer pays a separate fee for this service.

12 Employee Retention Credit services provided by Global Government Partners which is not an affiliate of Santa Barbara Tax Products Group or Green Dot Corporation. Taxpayer pays a separate fee for this service.

13 Advance is subject to approval. Must be enrolled in Standard Refund Transfer program to qualify; 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.

14 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. Pre Season Funds available only to prior SBTPG clients. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.

15 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.

16 Available to returning clients with 100+ applied Refund Transfers.

17 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.