This free app for tax professional partners of Santa Barbara Tax Products Group (TPG) helps you track your tax preparation fees and service clients from anywhere.

FEATURES

DASHBOARD - open the app to see recent deposits, fees paid, unfunded fees and summaries of all the products you've processed through TPG.

REPORTS - our most popular reports are available giving you the info you need to track fees and funded taxpayers.

CLIENT LOOKUP - Open any report and search for a taxpayer by name or social from the search window at the top of the report.

MULTI-OFFICE REPORTS - if you have multiple locations, login to the app as a service bureau to view reports for your main location or view reports for one or more of your other office locations.