NEW! Give clients early access to their tax refund!1
We are pleased to introduce a new tool designed to help you satisfy more clients. Fast Forward by sbtpg is a new resource that helps independent tax professionals serve clients that need early access to their federal tax refund - all at no cost to the tax professional.
How it works
Your clients can request Fast Forward when they select the Refund Transfer with direct deposit. When the IRS funds their federal refund, qualified clients can receive their refund direct deposit up to 5 days early.
Qualifying is simple
- No credit? No problem! - good credit is not required
- Helps banked clients - available to clients requesting direct deposit
- Works with a network of banks - no need to open a new bank account to qualify
- Widely available - available to clients with federal tax refunds up to $10,000
Another tool for growing tax professionals
Fast Forward is just another tool for tax professionals looking to gain a competitive edge over other tax practices. Cultivate client loyalty with benefits clients can't find elsewhere.
Fast & easy
Fast Forward is integrated into your tax software, so it's easy to help clients get their refund early.
Extra Income
Process 10+ Fast Forwards and you can earn $5 for every funded Fast Forward2
No cost to you
Your client pays $25 for Fast Forward, so you don't have to add to your bottom line.
Free marketing resources
Access free marketing resources that help you present Fast Forward to clients, giving you an edge over competitors.
Get time back
We'll notify your client as soon as their refund is ready, freeing up more of your time for tax preparation.
Build trust with clients
Help clients get money early at tax time and give them another reason to visit to your office
Ready to offer Fast Forward?
Enroll with Santa Barbara Tax Products Group with a participating transmitter and get access to this tool at no cost to you.
Check with your transmitter for availability.
1 Fast Forward by sbtpg is provided by Green Dot Bank. Terms and fees apply. To be eligible for Fast Forward, the taxpayer must have a Refund Transfer for a federal tax refund that is no more than $10,000 and have selected direct deposit or a Green Dot Bank-issued debit or prepaid card as the disbursement method for their refund proceeds. Availability may vary based on the taxpayer's bank participating in Real-Time Payments, IRS pre-notification of pending refund deposit, and availability of funds. $25.00 fee is not charged if the taxpayer is ineligible or if their refund is deposited to a new Green Dot Prepaid Visa Card disbursed through your office after 1/1/25. Check with transmitter for availability.
2 Process 10+ funded Fast Forwards and receive a $5 incentive for each funded Fast Forward deposited to taxpayers' bank accounts by 5/31/25. Incentives paid by 7/15/25.