CCUL Headlines: Affiliates

Love My CU Rewards shares TurboTax marketing essentials

Monday, January 8, 2018   (0 Comments)
Posted by: Love My Credit Union Rewards
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Tax season is right around the corner! FREE marketing materials for the TurboTax program are now available in the Partner Center to help you communicate the TurboTax discount and great new features to your members. 

Marketing early and at key times throughout the season is critical to building member awareness. All members file taxes, don't let them miss out on the discounts. Your members are eligible to save up to $15 on TurboTax products.

Marketing Best Practice Key Dates

Below are key dates for marketing the TurboTax discount to your members:

  • Jan. 1 - April 17
    • Post a TurboTax banner on your website homepage and online banking pages, above the fold.
  • Jan. 1
    • Publish TurboTax Sweepstakes article in your January newsletter (if participating in the Sweepstakes).
  • Jan. 11
    • First TurboTax email sent to your members.
  • Jan. 25
    • Second TurboTax email sent to your members.

New this season:

  • The Self-Employed product maximizes business deductions, handles personal and business income, and comes with a one-year subscription to QuickBooks.
  • The TurboTax Live product provides CPA/EA assistance and advice on demand. Connect as often as you like for tax tips, support and a final review by hand.

Other great features include:

  • CompleteCheck™ - Provides a comprehensive review of returns and walks members through any changes to make sure nothing gets missed.
  • SmartLook™ – Members can connect with an expert right on the screen to get answers when they need them.
  • SnapTap. Done.™ - Members can take a photo of their W-2 from their smart phone or tablet and automatically upload the information to their TurboTax account.

 

For more LMCUR news, read the December 2017 newsletter here.

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