No cost tax preparation software loan
Renew now with Wolters Kluwer and pay nothing today1
NEW! Industry's lowest minimum Refund Transfer volume requirement reduced for 2025
Purchase software today
With a $0 cost/0% interest software loan
15+
NEW! Must process 15+ Refund Transfers (RTs) with 85%+ funding rate to qualify*
$0
No cost
9 mo
Available May 1 - Feb. 9**
* To qualify you must have 15 or more taxpayers that applied for the Refund Transfer with 85% or more of those Refund Transfers receiving IRS and/or State funding.
** Check with transmitter for availability.
Lock in your tax software purchase
You may qualify if you processed 15+ RTs last tax season
Apply for a loan to purchase TaxWise® or ATX™ with Software Purchase Assistance (SPA).2 The loan is repaid from the tax preparation fees withheld from IRS or State funded Refund Transfers.
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- Biggest discount - discounts may be available for purchasing software early
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- Peace of mind - eliminate worry by securing your software today
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- No cost - this is a $0 loan - seriously!
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- Convenience - software purchase is conveniently repaid during tax season
Applying is easy
Don't pay more by waiting to purchase your software
Contact
Contact Wolters Kluwer
Let them know you are using Santa Barbara Tax Products Group next tax season and want to purchase TaxWise or ATX using Software Purchase Assistance.
Apply
Complete a quick application
Complete the brief application provided by Wolters Kluwer and they will submit the completed application to sbtpg.
Get a Decision
Receive notification of loan decision
You will be notified of the loan decision within 7 business days. You'll receive software with the initial release.
Available through Feb. 9
Contact Wolters Kluwer to get started
1 Advance is subject to approval. Must enroll in Standard Refund Transfer program to qualify; all discount programs offered through Santa Barbara Tax Products Group are excluded from this program. Software Purchase Assistance advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.
2 All third-party names and logos are trademarks of their respective owners. These owners are not affiliated with SBTPG or Green Dot and have not sponsored or endorsed SBTPG or Green Dot products or services.