Enrollment & setup
Setup
Supplies
General
Contact info
Website
- ★ Login instructions - creating your account
- ★ Unable to create an account or login to our website?
- How do I opt-in to programs?
- How does the multi-year website work?
- Why do I have different dashboards?
- Where can I find forms?
Other
- Where is the indemnity bond form?
- How to update notification preferences
- Is a 1099 issued to tax professionals?
- How can I help clients with IRS 5071c letter?
- How do I change my bank account information?
- PATH Act refund delays
Products
Auto Collect
- Why can't I take action for some Auto Collect clients?
- What is the max amount that can be collected using Auto Collect?
- When do I receive tax prep fees collected through Auto Collect?
- What is the cost for the Auto Collect program?
- Do you contact taxpayers before debiting their account?
- How will you contact taxpayers in the Auto Collect program?
Fast Cash Advance
- ★ What is Fast Cash Advance?
- ★ Fast Cash Advance notifications
- What is the taxpayer cost for Fast Cash Advance?
- What if a client wants a card but not a Fast Cash Advance?
- What happens after a Fast Cash Advance is approved?
- How to opt-in to the Fast Cash Advance program
Fast Forward
Marketing Pro
Refund Transfer
Tax Pro Fee Advance
Tax Debt Resolution
- How fast is the Tax Debt Resolution process?
- How many years back is Tax Debt Resolution available?
- What is the Tax Debt Resolution cost?
- Tax Debt Resolution balance reduction
- How am I paid for Tax Debt Resolution referrals?
- How can I track Tax Debt Resolution referrals?
Discount programs
Disbursement options
Checks
- ★ Printing checks from our website (Part 1)
- ★ Printing checks from our website (Part 2)
- Reissuing checks with sbtpg web printing (Part 3)
- Problem printing checks? (Part 4)
- Verified and cleared checks (Part 5)
- Check verification for check cashers