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How to update notification preferences

Tax professionals may receive email and/or text message notifications about cashier's checks that are ready to print or direct deposits that have been issued to the tax professional. These notification preferences may be set from our website.


How to update your notification preferences


To enable or disable notifications login to our website, navigate to the Account page and select "View account information". If you have multiple offices or software providers, you may need to switch view to the specific office before selecting "Account". 



On the following screen scroll to the bottom of the page and select the type of notification you would like to edit.




On the next screen, use the toggle on the right to enable or disable notifications.

The contact information used for the notifications include the EFIN owner and Manager email address and mobile phone number you provided on your enrollment application with Santa Barbara Tax Products Group. 

If you need to update an email address or mobile phone number, navigate back to the Account page to update this information.




Note: If you added a Manager level user to your account using the Manage users feature, these notifications will not be sent to that user.


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