A whole new sbtpg
A lot has changed since you last used sbtpg
We've raised the bar across our organization, and we're just getting started...
Getting setup is fast and easy
It's easier to go from enrollment to getting paid
Upgraded technology
Get all the benefits of a modern banking partner*
Easy access
Lightning fast log-in experience
Our tax pro website has been completely upgraded with a fast and easy-to-use log-in experience.
Up to 7X Faster
Refund processing
Performance upgrades helped us process refunds up to 7X faster in 2023. We're making sure our clients print checks faster on big funding days.
Major upgrades
Improvements made organization-wide
Technology upgrades across our organization have improved processing speed, reliability, and increased client satisfaction. Expect even more improvements in 2024.
Got our ship together
Flawless shipping process
Free supply orders start shipping in November, and in 2023 we shipped orders faster than ever. Free digital ads are delivered straight to your inbox.1
* TPG is a service provider, not a bank. Banking services provided by Green Dot Bank, Member FDIC.
Manage your business at a glance
Track and manage your tax practice in real time
- Summary view for tax pros with multiple offices
- See recent payments, funded clients & more
- Drill-in to related reports from the dashboard
Customer support has never been better
We staffed up, added service channels and support resources
Under 3 min.
Average call hold time during peak tax season
40%
Reduction on incoming calls
20+
New help center articles to answer questions 24/7
Products that give you an edge
More for you and your clients
Tax Debt Resolution
Expand your services without adding staff
Serve balance due clients with tax debt resolution and IRS representation through our referral program and earn a share of the revenue.2
Auto Collect
Collect payment 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. You only pay for fees that are successfully collected.3
Marketing Pro
Promote and manage your business
Subscribers get a web presence, email and SMS marketing, online appointment scheduling, secure file sharing and more.4 e-Signature and other features now available through our new app market.5
Buy tax software now
No cost tax preparation software loan
Apply for a no cost 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.6
Raising the bar
We have completely updated our report engine, giving you best-in-class reports
Find what you need in less time
Personalize reports help you manage your money
- Filter, sort, search and more
- Add and remove columns to see what's important
- Customize and save your favorite reports
- Export to csv or pdf
See for yourself
View a quick demo of the sbtpg website
Experience the difference
Did you use sbtpg in 2022?
Login to our website with your existing username and password to experience the difference.
1 Marketing materials are available to tax professionals enrolled in our standard Refund Transfer program.
2 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.
Referral fee paid monthly to qualified tax professionals by Santa Barbara TPG. Referral fee is 10% of the service fee paid by the taxpayer to Community Tax for tax resolution services. TPG may be paid for your referral. Neither Santa Barbara Tax Products Group or Green Dot Corporation, nor any of their respective affiliates are responsible for the products or services provided by Community Tax, LLC. Fees, terms and conditions apply.
3 Auto Collect 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.
4 Separate fees apply for the Marketing Pro service.
5 Separate fees may apply.
6 Check with transmitter for availability. To qualify you must have 20 or more taxpayers that applied for the Refund Transfer with 85% or more of those Refund Transfers receiving IRS and/or State funding.
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.