Marketing Materials
Marketing materials are shipped to qualified tax professionals enrolled in our Standard Refund Transfer program while supplies last. These materials are included with the initial check stock shipment.
Many items have no cost but we offer premium marketing materials for a small cost. You may also re-order additional marketing materials for small cost.
Order materials by logging into our website, select Supplies, and then select "View supplies site" to navigate to our supply order website.
Free Marketing Materials
Marketing materials are shipped free of charge with the initial supply order to qualified tax professionals enrolled in our Standard Refund Transfer program. Tax professionals that primarily conduct business in Spanish and select the Spanish language indicator will receive English and Spanish marketing materials. Premium kits are issued to tax professionals that processed 40+ Refund Transfers during the previous tax season.
Direct Mail
Free, personalized direct mail postcards are available to offices that processed 100+ Refund Transfers with Santa Barbara Tax Products Group (sbtpg) in the prior tax season. Postage is paid for offices that processed 1,000+ Refund Transfers with sbtpg in the prior tax season. Postcards are mailed in late December for tax professionals that opted in by November 17th.
Qualified tax professionals may opt-in to the direct mail program by logging in to the tax pro website, selecting Programs from the left side navigation and selecting the Direct Mail Postcard.
Premium Materials
Additional premium materials including vinyl banners are also available for order through our website. Supplies on premium materials are limited, so only available while supplies last.
Cashier's Checks
We ship an initial free order of check stock, using the number of Refund Transfers processed last tax season to determine the number of checks needed.
If you need additional check stock, the following charges would apply for additional check orders.
~ Ground (3 to 5 business days): $11
~ Express Saver: $20
~ 2-Day: $25
~ Overnight: $35
Log in to our website, select the Supplies link on the left side menu and log in to our Supply Order site after tax season begins to request additional checks.