How will the member’s experience be different than if they do their taxes with the “normal” TurboTax Online product?
Users will start their tax return directly from within their online banking session – they will not need to create a new user name or password to sign in to TTO, as it will use their online banking credentials. Some of their account information will be automatically transferred to TTO, saving them time in doing their taxes. When it is time to choose where to deposit their refund, all of their checking and/or savings accounts with your credit union (if available) will be presented and the user can select the one they prefer, which will save them from having to fill in account and routing numbers in TTO. Additionally, we will be adding personalized tax tools, and integrating TTOB with Personal FinanceWorks to give users an even richer experience down the road. All of this is available exclusively through credit unions and is not available through the “normal” TurboTax Online product. As always, all of the features that have made TurboTax the #1 rated and best-selling tax preparation soft
