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How a service bureau or multi-office ERO can view office info

If you own a service bureau or multiple offices, you may filter the information you are viewing on our website to see information related to a specific record.

 

To do this begin by logging into our website. Once logged in, select the "View website as" link at the top right side of the page to navigate to businesses you own

 

This will reveal the menu displaying the list of businesses you own. You will see this feature if:

  • You own more than one business enrolled with Santa Barbara Tax Products Group (sbtpg)
  • You are enrolled with more than one software provider
  • You have enrolled in more than one pay-by-refund program with sbtpg

 

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You will only see information for businesses you own in this area. If you see an arrow icon next to a record that indicates an ERO office has more than one software provider and/or is enrolled in more than one pay-by-refund program.

Select the section with the arrow to reveal additional records. 

 

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Select a record to filter your view of our website to only display information for the record selected. Certain website features are not available until you select a specific record.

 

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When you are looking to return to your default view simply select "Viewing as.." to open the menu and select "Switch to default view" to return to your default view. The default view rolls all of your information up into a single view. The dashboard and reports display combined information for all of the businesses associated with you.

 

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Service bureau search for client info

If you are a service bureau and you are looking for client information for businesses you do not own you may find client information using the search bar from the dashboard or from the Reports page.

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When clicking into the search bar from the dashboard you will have the option to search for client by EFIN. If you are a super service bureau there will also be a label to indicate whether the client is a Master (service bureau) or Client site (ERO office).

 

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Selecting an EFIN will open a dashboard overview with a brief summary of information for a specific office. 

 

Selecting the "Switch to client view" button will switch your view of the website. When the page refreshes you will be viewing our website as a particular client.

 

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To return to your original view select "Viewing as.." to open the menu and select "Switch to default view" to return to your default view. The default view rolls all of your information up into a single view. The dashboard and reports display combined information for all of the businesses associated with you.

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More features are released regularly. 

 

 

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