TurboTax Online FAQ's

1. What are the dates of the TurboTax for Online Banking Campaign?
The TurboTax for Online Banking Campaign runs December 2009 through April 2010.

2. What is the registration Deadline for TTOB Marketing Support?
In order to implement all marketing components by Dec. 2009, registration for TTOB Marketing must be completed by Oct. 23rd, 2009.

3. What is the TurboTax for Online Banking Campaign about?
TTOB is a new TurboTax Online product, fully integrated with your Internet Banking platform, providing an improved end user experience and benefits to your Financial Institution not available from any other TurboTax product. Your customers will seamlessly access TurboTax Online by simply signing into Internet Banking and clicking on the TurboTax Online access point — no authentication required. TurboTax Online will then launch as a frame within your Internet Banking platform.

4. Is there a cost to participate in this campaign?
Digital Insight provides free marketing programs at no additional charge. The only cost to you would be associated with printing. Use of the print-ready marketing collateral that we provide is optional and can be located within the Marketing Components section of the TurboTax Online Banking microsite.

5. What if I register for the TTOB marketing campaign and then later need to cancel before the campaign launches?
If you have registered for TurboTax Online Banking Marketing Campaign and wish to cancel, you may do so prior to 5:00 pm ET on November 23, 2009.

6. What if I need to cancel my Financial Institution’s participation in the promotion after it launches?
Once the promotion has launched to your customers/members, it cannot be cancelled for any reason whatsoever.

7. How is the Onboarding email program handled during the TurboTax for Online Banking Campaign if our financial institution is currently participating in the Onboarding email program? Does the standard Onboarding email program stop?
Onboarding will continue without interruption.

8. Where can my customers/members sign up for TurboTax for Online Banking?
All financial institutions will have a link on their Products and Services pages in Internet Banking. If your financial institution has a tab, the link will be located on the primary navigation tab.

9. Will we be provided with a list of our customers/members that choose to utilize TurboTax for Online Banking as well as those that choose our financial institution as their default account for deposit?
Due to legal restrictions, we can only report the total number of tax returns completed, not individual users.

10. Who is eligible to participate in TurboTax for Online Banking?
All of your customers/members are eligible to participate in the TurboTax for Online Banking Campaign. If they are not already signed up for Internet Banking, this could be the perfect incentive to make that happen.

11. Within what time period does the customer/member have to participate in TurboTax for Online Banking?
Any day, any time throughout the promotion period which is December 2, 2009 through April 15, 2010.

12. Can a customer/member log out of a session and then log back in to complete their tax return?
Yes. The customer/member may save their information, log out of TurboTax and log back in at any time to complete their tax return.

13. Can our Financial Institutions’ staff participate in this campaign?
Yes. There are no restrictions to who may participate in the TurboTax for Online Banking Campaign.

14. Can my existing Internet Banking users participate in this campaign or is it only offered to new users that sign up?
Yes. Your existing Internet Banking users may participate in this Campaign. No one is excluded from this campaign.

15. Are all employees eligible to attend the live webcast?
Each Financial Institution that registers to participate in the TurboTax for Online Banking Campaign can invite an unlimited number of their employees to participate in the live webcast. Each individual that registers to attend will be verified to confirm they are a valid employee via the email address we have on file.

16. Are all employees eligible to listen to the recorded webcast and view the report?
The recorded webcast, the presentation and the report can be accessed by all employees of Financial Institutions that register to participate in the TurboTax for Online Banking Campaign. Report access and webcast recording and presentation will be distributed to the individual who registered for the Campaign and qualified Financial Institution employees that participate in the live webcast.

17. Can non-Internet Banking customers/members participate in the campaign?
No.

18. What are my Financial Institution’s responsibilities in terms of implementing the TurboTax for Online Banking campaign?

Register for the TurboTax for Online Banking Campaign. By registering you consent to the Attachment to the Master Services Agreement (the FI Promotion Agreement).
Submit the GRS Amendment, if you have not already done so, to participate in the TurboTax for Online Banking campaign.
Allow Digital Insight to deploy the TurboTax Prompt at the Internet Banking log-in screen.
Allow Digital Insight to reset the prompt on the first day of the promotion and leave the promotion graphic up from 12:01 a.m. Pacific Time (ET) December 2, 2009 to 11:59 p.m. April 15, 2010.
Allow Digital Insight to place a TurboTax for Online Banking banner within Internet Banking.
If you are participating in the email program, complete or revise the Marketing Information Form. Financial Institutions that have not completed a Marketing Information Form for a recent campaign will have the opportunity to complete it during the registration process.

Receive, review and approve the test emails in order to release on the promotion launch date.

19. I just registered my Financial Institution to participate in the TurboTax for Online Banking Campaign. How do I acquire the artwork and banners, including online banners and print ready files?
Visit the Marketing Components page on The TurboTax for Online Banking site to view and download artwork for print elements and banners. All materials will be posted to the Marketing Components page by October 5th, 2009.

20. I would like to post a banner on my Financial Institution’s home page/log in screen. How can I do that?
Simply leave the Home Page Banner check box on the Registration Page checked. You will receive an email confirmation with any further instructions as necessary.

If Digital Insight does not host your Web site and you would like a Home Page Banner, simply download the banner AND splash page artwork from the Marketing Components page. Your Web staff or service bureau should be able to place the banner and splash page for you.

21. Can I customize the marketing materials?
Emails are customizable using the fields on the Marketing Information Form. Other print-ready materials such as posters, stuffers/handouts and table tent can be customized. Customization is limited to the fields indicated in the graphics files. Graphics files are provided on the Marketing Components page for download.

22. What if I do not have the programs to use the print-ready marketing materials on the marketing components page?
The print-ready materials are provided in two formats: Adobe InDesign and Adobe Illustrator. Both of these are industry-standard formats that should be usable by any printing service provider

23. Do the emails comply with the CAN-SPAM Act?
Yes, you can be assured that Digital Insight Growth & Retention Services complies with the CAN SPAM act.

24. If I decide to participate in the email campaign for the promotion, will I have the ability to see and approve the email templates in advance?
Yes. Prior to the launch of the email campaign, you will receive an email with instructions for viewing and approving test email templates with your Financial Institution’s information, including logo, in place. We require your approval prior to the launch of any email campaign.

If there is any information required from your Financial Institution prior to creating your test email (i.e. GRS Amendment, Marketing Information Form, web-ready logo in jpg format/150x100 pixels), you will receive an email with further instructions.

25. Who handles customer/member inquiries?
You are responsible for accepting and responding to any communication initiated by your customers/members arising out of your Financial Institution’s participation in this promotion. If you have any questions you cannot answer, please submit them to grs@digitalinsight.com and we will be happy to assist you so you can respond to your customer/member.

26. Where can I get answers to my questions my customers/members may have about TurboTax Online?
Once the promotion has launched the promotion FAQs will be posted on the promotion site. If there are additional questions concerning this promotion, please contact Digital Insight’s Growth & Retention Services (GRS) by email at grs@digitalinsight.com or by telephone at (877) 925-3446.

27. Does the FI have any liability if the user has an issue with TurboTax and the way their return was prepared?
The end user’s use of the TTOB product is governed by the TurboTax license agreement (which is between Intuit and the End User) which the end user agrees to when they purchase the product. That agreement sets forth the limitations of liability and terms of use of the product.You can find a link to the license agreement in a link at the bottom page of TurboTax.com. This same license agreement will also cover TTOB.

28. Will I have access to a report that will show me how many customers/members are using the product?
Yes, there will be a report that shows aggregate number of completes that is updated nightly. A link to the tool will be put inside Management Console.

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