Why wait to buy tax preparation software?

Renew now with Wolters Kluwer and pay nothing today1

Software Purchase Assistance

Purchase software today

With a $0 cost/0% interest software loan


Must process 20+ Refund Transfers (RTs) with 85%+ funding rate to qualify*


No cost

8 mo

Available May 1 - January 1

* To qualify you must have 20 or more taxpayers that applied for the Refund Transfer, Fee Collect or 3Fund with 85% or more of those Refund Transfers receiving IRS and/or State funding.

Lock in the best price

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.


    • Biggest discount - discounts may be available for purchasing software early
    • Peace of mind -  eliminate worry by securing your software today
    • No cost - this is a $0 loan - seriously!
    • Convenience - software purchase is conveniently repaid during tax season


Applying is easy

Don't pay more by waiting to purchase your software

tax software loan


Contact Wolters Kluwer

Let them know you are using Santa Barbara TPG next tax season and want to purchase Taxwise or ATX using Software Purchase Assistance.

Help buying tax software


Complete a quick application

Complete the brief application provided by Wolters Kluwer and they will submit the completed application to TPG.


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 Dec. 31

Learn how to purchase TaxWise or ATX using Software Purchase Assistance

1 Advance is subject to approval. Must enroll 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.

2 All third-party names and logos are trademarks of their respective owners. These owners are not affiliated with TPG or GO2bank and have not sponsored or endorsed TPG or GO2bank products or services.