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TurboTaxProgram Overview
Program Overview Offer your members savings on TurboTax products Provide members with direct access to expert taxresources at TurboTax Accentuate your brand on the customized microsite Best-in-class client management support from CUSolutions Group staff FREE marketing materials provided by CU SolutionsGroup
Tax Reform
Tax Reform The new tax reform law brings a number of changes that will impacttaxpayers and this presents an excellent opportunity for your credit unionto offer financial education in a meaningful and effective way Guide your members through how the tax reform may impact their filingHighlight other tools that you may be able to provide to assist themTax Information Page CU Solutions Group has launched a Tax Information Page, in the PartnerCenter at www.lovemycreditunion.org, that provides tax reform contentthat you can share with your members. TurboTax hasyour members covered17.5M36M( 1%) TurboTax is up to date on the latest tax laws and guarantees 100%( 4.0%)accurate calculations so your members can be confident that their taxesare done right, and get their biggest possible refund.Intuit Confidential and Proprietary4
Why TurboTax
The definitive leader do-it-yourself tax software130M returns were processed by the IRS last tax season.36M of those were filed using TurboTax.Intuit Confidential and Proprietary6
A broad range of creditunions have partneredwith CU Solutions Groupto enhance their membervalue and build loyalty.Intuit Confidential and Proprietary7
“The TurboTax discount is a great value to ourmembers. Any time we can save them money ona great product, we take advantage of it becauseit’s in line with what we do. If they’re going todo taxes, why not save them money on it?Todd PietzschManager of Public Relations, BECU Release, January 2017Intuit Confidential and Proprietary8
Member SavingsIncrease the value of membership Last tax season over 227,000members saved over 1.6M withthe TurboTax credit unionmember discountIntuit Confidential and Proprietary9
Total Member Experience ProcessWe Work with You1Custom Co-brandedMicrosite Created2Strategize onOptimalMarketing Plan3Marketing PlanExecuted by YourCredit UnionTurboTax Works for YouMembersrespond toyourmarketingLaunchMembersreturn to yourWebsiteMembersbegintax prep viaco-brandedmicrositeMemberscompletetaxes andreceive adiscountIntuit Confidential and Proprietary10
Program Benefits
Credit Union Benefits Offer savings to your members of upto 15 on TurboTax productsDrive member loyalty and enhancethe value of membershipPromote your products & services onyour micrositeCapture refunds – grow depositsinvestments Over 239B of refunds were directdeposited with financial institutionslast tax seasonIntuit Confidential and Proprietary12
Benefits for Your Members Discount on TurboTax products Taxes done right, 100% guaranteed Expert help, live on-screen Auto-import W2 and other taxforms (including 109x) Secure & protected Sweepstakes DrawingIntuit Confidential and Proprietary13
Member DiscountMember discount is available the entiretax season 5 savings on the Deluxe federalproduct 10 savings on the Premier federalproduct 15 savings on the Self-Employedproduct 15 savings on TurboTax LIVEIntuit Confidential and Proprietary14
Self-Employed ProductTurboTax Live ProductIntuit Confidential and Proprietary15
Customized Microsite - Home Page ExampleYour logo andcredit union nameprominentlydisplayedIntuit Confidential and Proprietary16
SweepstakesIncrease usage of TurboTax and give members a chance to win!Theme“ 25,000 Payday Sweepstakes”Campaign DatesDecember 10, 2018 – February 14, 2019Members are automatically entered into the sweepstakes when they starttheir TurboTax return, from the credit union microsite, before February14th and provide a valid email address.EntryPrizes1 Grand Prize winner: 25,00012 First Prize winners: 1,000 eachMarketing MaterialsSweepstakes marketing materials will available and include: Email templates, web banners, newsletter messaging, social media, lobbymaterials, e-statement banners and messaging, mobile app bannersMarketingRequirementSweepstakes messaging in newsletter before 2/08/19, preferredplacement in your January newsletterDeadline forParticipationNovember 09, 2018 is the last date to enroll in TurboTax and be includedin the SweepstakesIntuit Confidential and Proprietary17
Employee DiscountLove My Credit Union Rewards offers creditunion employees a special discount onTurboTax to show our appreciation forsupporting the TurboTax program. Employee Savings- 10 off the Deluxe federal product 15 off the Premier federal product 20 off the Self-Employed federal product 20 off TurboTax Live federal productVisit http://turbotax.intuit.com/affiliate/lmcuremp to access the employee discountIntuit Confidential and Proprietary18
Marketing TurboTax
Best In Practice MarketingReach your members effectively and build awarenessof the TurboTax credit union member discount Website banner - TurboTax banner placed oncredit union website home page, above-the-fold,during the period of January 1 - April 15th Online banking banner - TurboTax banner or textlink placed on the online banking pages, homepage and behind login, during the period of January1 - April 15th Email Communication – Two dedicated TurboTaxemail messages sent to members on January 9thand January 23rd Sweepstakes Communication - Newsletter articlefeaturing the TurboTax sweepstakes included inJanuary newsletterIntuit Confidential and Proprietary20
Additional Optimal Marketing Mobile app banner – Include TurboTax banner ormessaging on credit union mobile app. Year End Statements – Place a TurboTax banner ormessage on year end statements. Relevant to filingtaxes. Tax Statements Page – Place a TurboTax banner onthe tax statements page E-statements Page – Place a TurboTax banner on thee-statements page of your website 1099 Forms – Include TurboTax banner or messageon 1099 forms or in communication Lobby Materials – Place lobby posters in branchesJan 1 thru April 15th Social Media – Place posts on FB, Twitter, blog, etc. Key Word Search - Implement tax keywords intoweb site search functionIntuit Confidential and Proprietary21
Marketing Best Practices - TimingIntuit Confidential and Proprietary22
FREE Marketing Tools and TurboTax Brand Assets Free marketing materialsavailable in the Partner Centerat www.lovemycreditunion.org Marketing materials will beavailable mid-October Email notifications will be sentto credit unions whenmarketing materials arepostedIntuit Confidential and Proprietary23
Next Steps Enroll Visit the Partner Center at www.lovemycreditunion.orgQuestions Contact clientsupport@cusolutionsgroup.com or by phone at 866348-2887Intuit Confidential and Proprietary24
Summary Offer your members savings on TurboTax products Provide members with direct access to expert taxresources Accentuate your brand with a customized microsite Best-in-class client management support FREE marketing materials
Dec 10, 2018 · Love My Credit Union Rewards offers credit union employees a special discount on TurboTax to show our appreciation for supporting the TurboTax program. Employee Savings - 10 off the Deluxe federal product - 15 off the Premier federal product - 20 off the Self-Employe
