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Login instructions - creating your account

We completely redesigned our website, so whether you are new to Santa Barbara Tax Products Group (sbtpg) or a returning client, follow these instructions to log into our website for the first time.


Existing clients also need to create new login credentials

If you are a returning client, you cannot user your username and password from the 2021 tax season. You will need to create a new username and password. Once you create your new login credentials you will be able to use the same username and password permanently. 


How to login for the first time

Once you have enrolled you will receive an email with a unique link. Clicking that email link will take you to the Setup my account page and your email address will be pre-filled on the page. 


If you can't find that email you may also visit our website at and select the "Trouble logging in?" link below the Login button and then select "First time logging in".




Enter the information requested on the Setup my account page. NOTE: please use the business owner information you provided when you enrolled with sbtpg through your tax preparation software provider. 




Once you click "Continue" a temporary 6-digit PIN will be emailed to you. This PIN expires, so check your email and enter this PIN on the website immediately. 




Didn't get a PIN email?

  • Have a full inbox? Search for "PIN" to find email that contains a PIN
  • Check your email junk folder, or check the Promotions folder if you use Gmail


  • Add to your trusted or safe list

You will be prompted to create a username and password that you choose and which you will use going forward.




Once your account is created you will be prompted to login with your new username and password. 


To better protect your information, our website has the additional security of 2-factor authentication so if you login from a new device, or login for the first time, we will send you a PIN which you will be prompted to enter on our website in order to verify your identity.


Complete your setup

Once logged in for the first time you will be prompted to verify your enrollment information that we received from your software provider. After verifying your profile, take the required compliance training to complete your setup for the upcoming tax season.




If you skip the compliance training for now, you may complete it later by visiting Account and selecting Compliance Training.




Have multiple locations?

If you have multiple offices and/or locations and/or have enrolled in different types of programs you may be required to complete compliance training for more than one location. 


Select the "View website as" link at the top right of your screen to toggle between offices and/or programs that you are participating in. View this article for more information. 




Unable to create an account and log in?

If you're unable to create an account and login view this article for helpful tips and more information.

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