Marketing for tax professionals

More resources for growing your tax practice

What our partners receive

Enroll in our Standard Refund Transfer program and we'll set you up with tons of free marketing resources.
Brochure
Printed ads
Digital ad
Digital ads
Espanol
Spanish ads
Postcards
Direct mail*
Mapping icon
Online listing

* Available to returning clients with 100+ applied Refund Transfers enrolled in our Standard Refund Transfer program.

Marketing Playbook header

Need new ideas for growing your tax practice?

Get a free personalized marketing playbook

Sign up now

Digital and social ads

 

Enroll now and get access to a library of free videos and digital ads

Variety of content

Download a variety of promotional content

    • Refund Transfer
    • Fast Cash Advance
    • Fast Forward
    • Green Dot® Prepaid Visa Card®
    • Tax preparation

 

Designed for social

Video content for social media channels.

  • Youtube
  • Instagram
  • Facebook
  • TikTok

 

English videos

Spanish videos

Christmas holidays Refund Transfer videos

Christmas holidays Fast Cash Advance videos

It's easy to use our free digital content

tax marketing

Log in to our website

After enrolling with us visit our Supplies page

tax services advertising

Download free video content

Choose from dozens of free videos and digital ads

Marketing for tax professionals

Upload to your social media page

Instructions are included with free video and digital ads

Let us advertise for you

 

Returning clients in our Standard Refund Transfer program enjoy exclusive access to FREE personalized advertising. We help you retain clients with more free resources.
Direct mail postcard

Personalized direct mail postcards

 

Opt-in by Nov. 17

Personalized postcards are addressed to clients with your contact information including a reminder to return to your office at tax time*

* Available to returning clients enrolled in our standard Refund Transfer program with 100+ applied Refund Transfers.

Free premium marketing kit

 

Process at least 40 Refund Transfers and get upgraded to a premium marketing kit.*

* Must opt-in to Fast Cash Advance program to receive Fast Cash Advance marketing kit.

Premium marketing materials for tax professionals

Upgrade to premium marketing

High profile marketing materials also available for purchase

Outdoor flags

NEW! Display large flags outside of your office to attract attention
Outdoor flag for tax pros

Outdoor banners

Attract taxpayer attention with grommeted, vinyl banners
Fast Forward banner for tax pros
marketing platform

Grow with the marketing platform for tax pros1

Get pre-built marketing tools and content designed just for tax professionals and start promoting your tax practice like a pro.
Appointment

Text message & email notifications

SMS

Promotional email & text message templates

Website

Multi-page website plus a secure client portal

CRM

Client management & online appointment scheduling

Get Marketing Pro info

Join sbtpg today

Get the resources you need to succeed

 

1 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.

Marketing materials available while supplies last.