Getting set up is fast, easy and convenient
The Intuit team will work with you every step of the way, providing hands-on assistance and tools to make the setup process a smooth and seamless one. Our technical experts will help you connect and integrate your system with the Intuit product. Comprehensive testing tools, backed by our support, help you ensure that once the secure web service is deployed, your customers will be able to import data into TurboTax and other Intuit tax products with ease.
Your organization can customize its own data import screen
As an OFX program partner, your organization can easily create a customized, branded import experience in the product. When your customers are prompted to download their tax data into TurboTax and other Intuit tax products, they will see your organization's name, logo and customized messaging on-screen. You have the ability to modify that customized screen at any time.
Use monitoring tools to track your customers' experiences
Once you are set up with the Intuit Tax Import Program, you will have access to monitoring tools in the partner portal. You will know how many of your customers use the service and how well it's working for them. If any issues do come up, Intuit will be with you every step of the way to figure out what's wrong and fix it.