How Can TPG help in Delivering Better Service to your clients

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Santa Barbara Tax Products Group is an alternative name for the well-known banking product TPG. It helps tax professionals better serve their clients and achieve maximum success. At UltimateTax, we assist our clients in utilizing TPG services and reaping their many benefits.

If you are a new tax professional or just started your own professional tax preparation business, having a bank product like Santa Barbara TPG can be a game-changer. It can help you maximize your incentives while providing the best customer service possible.

Are you interested in learning more about the Santa Barbara Tax Practice Group (TPG) and how it can assist tax professionals today? This blog post contains all the answers to your questions.

What is TPG, and how can it assist tax professionals?

As stated previously, TPG is one of the most popular bank products that facilitate the collection of service fees from clients. TPG provides you with bonuses, client loans, and free marketing materials, among other perks.

Here are some of TPG’s best features for tax professionals:

1. Refunds on the date of tax filing

One of the best features of TPG is that you can begin selling the product to customers on January 1. Thus, the client will receive their tax refund immediately and can begin the new year with a bang.

2. Gain customer loyalty without additional cost 

Santa Barbara TPG does a great deal to assist you in enhancing the services you provide to clients at no additional cost. The service fee for the TPS solution is deducted directly from the client’s refund, so your company will not incur any costs.

In this way, you will be able to provide your clients with an exceptional tax refund service, and they will remain loyal to you for a long time. It truly is a win-win situation for all parties involved.

3. Prompt service fee payment

Through TPG, you can allow your client to pay for your tax preparation service with a government refund. After processing their tax refund, TPS will deduct your fee and deposit it directly into your account. Thus, your clients will not be required to pay anything upfront, and you will receive payment on time.

4. Marketing materials that are provided at no cost

TPS provides free marketing materials, which is another way it helps you provide better customer service.

You can order high-visibility banners, personalized postcards, and high-quality digital advertisements for social media and email. It informs your customers that you are selling TPS products.

Final Thoughts

Now you are aware of the primary benefits of Santa Barbara TPG and how it can assist independent tax professionals in better serving their clients.

UltimateTax is an excellent option for those in search of the best professional tax software as well as other useful bank products. It is tax preparation software with the latest features, an intuitive interface, and the capacity to e-file an unlimited number of tax returns. This company offers bank products such as EPS and Refund Advantage to tax professionals.

Visit the website for more information, or schedule a free demonstration today.

UltimateTax Service, Inc. is a professional tax software provider. We provide this information as a service to our clients and friends. The information we post is for your viewing and knowledge pleasure. We take all information we post seriously and stand behind what we post. However, information we post is not meant to be used as your sole position in tax cases.

Author: Mike Steele

Serial entrepreneur since 1994. Tax preparation and tax software have been my passion over the years. Bringing value to my customers has always been a priority. If it’s not great, keep trying.

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