Agenda

2. Agenda • TurboTax Overview • TY13 Enhancements • Military Edition • Benefits of TurboTax for your CU • Marketing Timing • Marketing Strategies • Next Steps

3. TurboTax Overview • Building Member Value with TurboTax • Largest online tax preparation service • Brand recognition • Available online, CD, mobile or tablet • Expert Help • Live tax expert assistance available year round • CPAs, EAs, and Tax Attorneys with years of experience • Rated 4/5 by consumers who switch • Special editions • Military • Mobile App • Offering the TurboTax discount to your members builds loyalty and retention, drives members to your website, opportunity to cross-sell products

4. TurboTax Promoter Level • Building your tax strategy with TurboTax promoter level • Discount on TurboTax services for your members • $5 off Federal Deluxe edition • $10 off Federal Premier edition • $15 off Federal Home and Business edition • Co-branded microsite with your CU logo on the home page and most every tax page • Cross-sell banners on microsite to promote your products and services • Access to free marketing materials to help promote the program • Email messaging • Newsletter articles • TurboTax banners for your website • Lobby posters and take ones • Microsite tracking • Reporting

5. Military Edition • Deluxe TurboTax product tailored especially for military service members • Special discounts on Deluxe and State editions • Explicit handling of unique military events • Enhanced interview in military vernacular and expertise in military tax issues • Credit unions that have military personnel in their membership are encouraged to market the Military edition in addition to the standard TurboTax credit union member discount • Discount • Military edition was a significant driver for member growth in TY12 • Target credit unions assigned to client managers will be identified if they are targets for the Military edition • Client managers should also ask the credit unions if military personnel are among their members • Ready-to-use marketing materials will be available for credit unions • Email messaging • Banners • Messaging for newsletters, websites, social media, etc.

6. Benefits of TurboTax for Your CU • Microsite co-branding and cross-selling opportunities • This a great opportunity to promote CU loans and other products • Members return to your TurboTax microsite an average of 5 - 6 times per season. • CU logo and name appears on the home page and on every tax preparation page • Cross-sell banners • Three cross-sell banners (120 x 90 logo banner and two 200 x 200 logo banners) • Average click through rate of 3% • Early placement – Jan thru Mar • Cross-sell CU products that members would use with their refund • Auto loans, home equity loan for home improvements, savings rates, CD rates, IRA • 40% of the used car market is purchased between February and April • Late placement – End of Mar – Apr 15 • Cross-sell CU products that would assist CU members with paying taxes such as credit cards, HELOC's home equity loans, special tax payment loans, etc. • IRA Link • This link averages a 6% click through rate.

7. Co-Branded Microsite and Cross Sell Opportunities Microsite landing page CU Logo CU Logo Tax preparation page Continuous branding and cross sell opportunities within your members TurboTax filing experience

8. Exit Page Cross-Selling Banners CU Logo IRA Link Cross-sell banner Cross-Sell CU Products

9. Timing of TurboTax Marketing 70% of TTO returns are started by February 10th Early, persistent, consistent marketing is the key…emphasizing peak periods.

10. TurboTax Success Four Essentials for a Successful TurboTax Campaign • Post TurboTax banners on your home page • Location, location, location • Ideal placement is above the fold • Post TurboTax banners on your Online Banking site • Log in screen • Log off screen • Account summary screen • Dedicated TurboTax emails to your members • Build product awareness • Build member loyalty • Optimize microsite co-branding and cross-selling opportunities

11. Website Marketing Your Credit Union • Web site home page banner placements • Hero rotation on home page (position #1 or #2) • Primary season optimal dates: 12/1 thru 4/15 • Primary season REQUIRED: 1/12 - 2/15, 3/23-4/15 • Online Banking • Account Summary, My Offers, Log Off Page • OPTIMAL: 12/6 through 4/15 • REQUIRED:1/12 - 2/15, 3/23-4/15 • Site Search Function • Tax Key Words, recommendations provided • OPTIMAL: 12/01 through 04/15 SMART website marketing is the primary source for driving member filing

12. Optimal Mail Dates • 1/5/14 :TurboTax is available now • 2/6/14: Get $5.00 off TurboTax Deluxe • 3/6/14: Get your biggest refund fast with TurboTax • 4/3/14: Time is running out – file your taxes with TurboTax now • Monthly: E-Newsletters , discuss timing *Minimum of 2 emails are required for promoter level Standalone emails can drive a 33% increase in member filings

13. Social Media and Other Strategies • Social Media Marketing • Pre-approved Tax content for your social media campaigns • Promote your discount and link directly to your microsite • December launch – April 15 • Tax Documents • Promote your discount on W2’s, and 1099’s • January • Offline Marketing • Print newsletters • In branch posters and take ones • Drive-thru give ones • On-hold messaging • ATM messaging

14. Program Tracking and Reporting

15. Next Steps Questions? Contact clientsupport@cusolutionsgroup.com or by phone at 866-348-2887