TurboTax for Online Banking by ps94506


									                                                                                                                       CONSUMER SOLUTIONS

                                       TurboTax for                                    ®

                                       Online Banking
                                       TurboTax® for Online Banking is an enhanced version of TurboTax
                                       Online (“TTO”), fully integrated with your Internet Banking
    It’s a great timesaver
                                       (IB) platform.
    going through my bank,
    as much of the data is             Users seamlessly access TTO by simply signing into IB and clicking on the TTO access point - TTO
                                       is then launched as a frame within your IB platform. TurboTax for Online Banking is provided at no
    already filled in.”                cost to your financial institution.

    – TTOB end-user, May 2009

                                       Financial Institution Benefits                          End User Benefits:
    In the 2009 TTOB Pilot
    Program, 86% of customer/
                                       •   A greater share of tax refund deposits for your     •   Saves time and helps prevent errors - Secure
                                           institution – Since account details (RTN and            data transfer to TTO means less manual data
    members who received a tax
                                           account number) are pre-populated in TTO,               entry and fewer mistakes.
    refund deposited it with the           users can easily direct deposit their refund into
    host FI1                                                                                   •   Fast tax refunds – Easy direct deposit to FI
                                           any of their accounts at your FI.
                                                                                                   account gets your customers/members their
                                       •   Helps build stronger relationships and trust            refund in the fastest way possible.
                                           with customers/members – Your customers/
                                                                                               •   Save money - Your customers/members can
                                           members will value the added convenience of
                                                                                                   complete their simple federal return for free,
TTOB Pilot end user survey, May 2009
1                                          TTO being integrated into online banking,
                                                                                                   or receive a 15% discount on TTO paid
                                           helping your FI to become their financial
                                                                                                   federal editions.
                                           management hub.

    Digital Insight is the leading     •   Increased usage of Internet Banking – During
    outsourced provider of online          the tax season, your customers/members will
                                           return to your website again and again to
    banking services to mid-
                                           complete their tax return. After tax season,
    market banks and credit                useful tax planning tools and calculators will
    unions in the United States.           be a valuable addition to IB functionality.
    The company’s extensive
    portfolio of on-demand
    applications includes
    consumer and business
    Internet banking, online
    lending, electronic bill
    payment and presentment,
    Web site development and
    hosting, marketing programs
    designed to help increase
    online banking end user
    growth, and more.

    For more information, visit
Solutions & Services          Features
Consumer Solutions
Customer Support              •   Single-sign on to TTO from an access point in     •   Pre-filled taxpayer data fields in TTO,
Internet Banking                  the Internet Baking platform. No additional           including name, address, phone number, and
Marketing                         User ID or password is required for TTO.              birth date.
Online Financial Management
Online Services               •   Access to all prior year tax data for returning   •   Pre-filled tax data fields n TTO, including
Paperless Imaging                 TTO users.                                            1099-INT and 1098 data (where available).
Commercial Solutions          •   With the end-user’s approval, secure data         •   Pre-filled RTN and account number data in
Business Banking                  transfer to TurboTax Online from Internet             TTO, (where available), makes it easy for your
Corporate Banking                 Banking via 128-bit SSL technology.                   customers/members to direct deposit tax
Lender Solutions                                                                        refunds into their accounts at your financial
Contact Center
Security Solutions
Authentication Fraud
Identify Theft Resolution
Small Business Solutions
                              Free Marketing Support
Merchant Account Services     Digital Insight offers a free and comprehensive end user marketing program for TurboTax® for Online
Online Financial Management   Banking to maximize participation and tax refund deposits to your financial institution.
                              The TurboTax® for Online Banking marketing program will help you:

                              •   Accelerate business results.                      •   Drive adoption by your Internet Banking users
                                                                                        through ready to go marketing materials that
                                                                                        you can customize.

                                            26025 Mureau Road Calabasas, CA 91302
                                            888-344-4674    sales.operations@digitalinsight.com        http://www.digitalinsight.com

                                                                                                                    CS-Turbo Tax for Online Banking - 0909

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