In order to offer bank products to your clients, you must first enroll with a bank.
Enroll now with SBBT Enroll now with Refund AdvantageThroughout the tax season ProSeries will publish several important notices at this site for customers transmitting Bank Products through Santa Barbara Bank & Trust (SBBT).
Learn MoreProSeries Bank Products Software
Available for both Professional Edition and Basic Edition, ProSeries works with financial institutions who offer various bank product options. Enroll with a bank this season and then access through the ProSeries Bank Product Center. Supported bank products include:
- Refund Transfers
- Refund Transfer Direct Deposits
- State Refund Transfers
- Refund Anticipation Loans
- Refund Anticipation Loan Direct Deposits
Enroll Now!
In order to offer bank products to your clients, you must first enroll with a bank. Once you've enrolled with a bank, you will receive instructions from the bank on how to proceed and a registration kit with the supplies you need.
Convenient Payment Option
Ensure your fees are paid by having them deducted from clients' refunds and automatically deposited into your bank account.
Shorten Clients' Refund Wait-times
With RALs, clients can receive a loan against the amount of their federal refund in as few as two days instead of the more typical four to six weeks.
Important: In order to offer bank products to your clients, you must first enroll with a bank. Once you've enrolled with a bank, you will receive instructions from the bank on how to proceed and a registration kit with the supplies you need.