How the Marketing Pro MAX review process works
Marketing Pro Advance Express (MAX) is the program which gives tax professionals access to Marketing Pro with nothing to pay up-front. Payment for the annual Marketing Pro MAX subscription is withheld from the tax professional's funded tax preparation fees during tax season. Tax professionals that have processed just 1 or more Refund Transfers in the current or previous tax season may qualify.
How the process works
Tax professionals apply for Marketing Pro MAX by completing this form on our website.
Once an application is received it takes approximately 5 business days to review the application and determine eligibility. We will send an email confirmation once the application has been reviewed and eligibility for Marketing Pro MAX has been determined.
Tax professionals that aren't eligible for Marketing Pro MAX may still purchase a monthly or annual Marketing Pro subscription and pay by credit card.
How Marketing Pro MAX repayment works
The annual subscription cost is debited from a subscriber's funded tax preparation fees. Track this by logging in to our website and viewing the "My Debt Balances" section of the dashboard.
The annual subscription cost is displayed under "Amt Issued", and the remaining balance that is still owed is displayed under "Amt Outstanding". This amount will decrease as tax preparation fees are applied to the annual subscription.
Once a Marketing Pro MAX application is approved, the annual subscription cost is collected from the next available tax preparation fee deposit.
What happens if a tax pro is no longer eligible for MAX?
If a tax professional is approved for Marketing Pro MAX and does not process Refund Transfers in the latest tax season a tax professional's subscription may be canceled. These tax professionals are still eligible to subscribe to Marketing Pro and pay by credit card. Schedule a call and we can help with the change.
Does my Marketing Pro MAX subscription auto renew?
Yes, whether you purchase a Marketing Pro subscription by credit card or using Marketing Pro MAX, your subscription auto-renews. Marketing Pro MAX subscriptions auto-renew annually.
How to cancel Marketing Pro MAX subscription
You may submit a request to cancel your subscription by following the instructions found here. Once the cancellation is processed, your access to Marketing Pro will be terminated, and you will not receive a refund of any fees already paid for the selected plan.
To qualify for Marketing Pro Advance Express you must be enrolled with Santa Barbara Tax Products Group, and have 1 or more taxpayers that applied for the Refund Transfer and received IRS and/or State funding in the previous tax season.
Separate fees apply for the Marketing Pro service. Santa Barbara Tax Products Group and Green Dot Corporation cannot and do not guarantee your ability to obtain specific results in connection with our products and services.