makin' it happen
for tax pros
Refund Transfers | Advances | Fee Collection | Marketing
Give clients more payment options
At tax time and all year long
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 TPG receives the refund, your fees are withheld and paid by direct deposit.1
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.
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
Attract more clients with more money
Compete with large tax offices and attract or retain more clients with a tax time advance. Up to $7,000 available Jan. 2 thru Mar. 15. Offer cash before they can access their refund.4,5 There's no ERO fee* when clients receive their refund and post-ACK advance loan on a Green Dot® Prepaid Visa® Card.6
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 $10 or $39.95 incentive7, and you receive additional free marketing resources for your office.8
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.9
NEW! Help clients receive ERC benefits
Have small or mid-sized business clients that may qualify for the Employee Retention Credit (ERC)? Let TPG 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.10
* After $39.95 incentive.
Cash flow to fund your growth
NEW! Up to 2X more cash flow for Tax Pros in 2024
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.11
Cash flow help available starting in October
NEW! Up to $67,800 in cash flow to help with season startup expenses. NEW! Now available to new and existing TPG clients starting Oct. 7.12
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. NEW! Up to $338,800 available to qualified tax pros.12
Advertising that gets results
Free marketing resources and premium displays8
Promote your tax practice like a pro
Get the marketing platform for tax pros14
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.
Join TPG 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. TPG 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 Pre-ACK Fast Cash Advance available Jan. 2. In-season Fast Cash Advance available first day of filing.
5 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.
6 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.
7 $10 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 5/31/24. $10 incentive paid by 6/30/24 for taxpayers with IRS-funded Refund Transfer deposited to a Green Dot Prepaid Visa® Card. $39.95 incentive paid by 6/30/24 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 TPG are subject to other pricing. A 1099 may be issued for incentive payments exceeding $600. Green Dot cards available while supplies last.
8 Must be enrolled in our Standard Refund Transfer program. Available while supplies last.
9 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.
10 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.
11 Advance is subject to approval. Must be enrolled in Standard Refund Transfer program to qualify; all discount programs offered through TPG are excluded from this program. Software Purchase Assistance advances provided by Green Dot Corporation. Check with transmitter for availability.
12 Must opt-in by December 31 to qualify. Advances subject to approval. Must be enrolled in Standard Refund Transfer program to qualify. All discount programs offered through TPG are excluded from this program. Pre Season Funds available only to prior TPG clients. Advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.
13 Available to returning clients with 100+ applied Refund Transfers.
14 Separate fees apply for the Marketing Pro service.