Automate your tax preparation fee collection
Collect unfunded tax preparation fees from past-due clients1
We collect past due tax prep fees so you don't have to
Ensure you get paid for the work you've done
Ensure you get paid for the work you've done
We contact clients on your behalf
Fees collected by debit to taxpayer's account or credit card payment
Spend more time preparing returns
And less time worrying about fees
Let us help collect your fees from unfunded Refund Transfer clients
When taxpayers pay-by-refund it's an easy way to get paid. Auto Collect is available for the handful of clients that choose to pay-by-refund but don't receive their tax refund. Save time by having us automatically collect your tax preparation fees from these clients.
How it works
Let us do the work for you
We contact your unfunded clients*
Once a taxpayer that selected a Refund Transfer with direct deposit is at least 1 month past their expected IRS funding date we will contact your client
Convenient payment options offered
Clients are given the option to conveniently pay your fees with a credit card or bank account
Fees are direct debited
If your client does not respond, we will debit your fees from your client's bank account
Payment issued to you
We collect our processing fee of 25% of the amount debited and the remainder is deposited into your bank account upon completion of the Auto Collect program in mid-October2
* Participating EROs have the option to not collect on certain taxpayers and will have the option to make this determination on a case-by-case basis.
Get personalized control
Monitor and make adjustments as often as you'd like
Measure your success
Get up-to-date reporting on the status of clients and where they are in the Auto Collect process
Make list adjustments
Don't want to collect from specific clients? Easily remove them from the program
Enroll now to get Auto Collect
1Auto Collect is an optional service provided by Santa Barbara Tax Products Group, LLC (SBTPG). Fees apply to the ERO only with respect to successful collections. SBTPG is facilitating collections that are being made directly through EROs.
2Other than any amounts collected on behalf of software transmitters or other 3rd parties.