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 on the left side menu and select "View account information". If you have multiple offices or software providers, you may need to switch your view of our website 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 receive or the notification preference you would like to change.

 

 

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 (sbtpg). 

If you need to update an email address or mobile phone number, navigate back to the Account page to update this information. If your tax preparation software provider retransmits your enrollment record to sbtpg this may overwrite and update the information we have on file for you. Make sure the information provided to your software provider and sbtpg is correct.

 

 

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. Notifications to managers are sent using the Manager contact information that you provided on the sbtpg bank application.