TurboTax for Online Banking

TurboTax for Online Banking. The only tax preparation software that is integrated with Internet Banking!

Increase retention and grow deposits by giving your customers access to TurboTax Online within Internet Banking. By promoting TurboTax for Online Banking, you’ll create deeper relationships with your customers. According to a 2010 survey of TurboTax for Online Banking users:

• 92% said that they view their financial institution more favorably because they offered TurboTax for Online Banking.
• 54% said that they would be more likely to recommend their financial institution to friends and family.
  

You can also increase deposits:

• 88% of TurboTax for Online Banking users who received a refund deposited it to their host financial institution.¹
• $3,129 was the average individual income tax return refund in 2009.
• 74% of all individual income tax returns received a refund in 2009.
  

Other benefits of offering TurboTax for Online Banking:

• Marketing support: Intuit Financial Services will execute marketing campaigns on your behalf at no cost to you - to help you promote this product to your customers.
• No cost to your financial institution. TurboTax for Online Banking is rolled out via an Internet Banking release and will not require any implementation effort on your part.

Benefits to your customers:

• Faster refunds. Direct deposit to an account at your financial institutions gets your customers their refund in the fastest way possible.
• Discounted tax preparation. Your customers receive a 15% discount on TurboTax Online paid federal editions.
• Ease of Use. Step by step instruction and special guidance for 1st time users.

^1. 2009 TurboTax for Online Banking pilot program test results