Offering TurboTax import to your customers and employees enables them to import their tax-related data documents into their tax returns quickly and easily. You not only save them time - you simplify their tax preparation and help ensure data entry is complete and accurate. That's great for them and increases customer satisfaction and retention for you.
Program overview
Program highlights
- Free participation for organizations, financial customers and employees
- Complements e-delivery efforts and self-service applications
- Secure and accurate tax form data delivery
- Technical Support from Intuit
- Marketing resources and revenue share opportunities
- Multiple connection methods for W-2 data
Benefits of TurboTax import
- Secure, private user access to tax information via credentialing
- Fast, accurate data entry into tax returns
- Paperless electronic delivery of document data
- Ease in completion of tax forms, especially for large or frequent investors
- Compliance with complex government regulations
- More accurate and credentialed data means less risk of fraud
