CU Solutions Group’s TurboTax Program Features Discounts, Sweepstakes

Members can take advantage of exclusive discounts and enter for a chance to triple their refund in CU Solutions Group’s TurboTax program for credit unions.

The program, which is now accepting credit union enrollments for the upcoming tax season, also includes special pricing for all military personnel, bilingual customer support for Spanish-speaking members and a mobile app that lets users jump-start their tax preparation.

There are plenty of benefits for credit unions, too, says Crissandra Fry, Northwest business consultant for CU Solutions Group, including:

  • An opportunity to build on tax strategies with an exclusive credit union member discount;
  • Exclusive cross-selling opportunities for IRA, auto loan and home equity lending within co-branded TurboTax micro-sites;
  • An enhanced membership experience with savings of up to $15 on TurboTax Federal products; and
  • The excitement of giving members a chance to “Triple My Refund” in the TurboTax sweepstakes.

CU Solutions Group will make marketing the TurboTax program to members easy with a variety of free materials, including Web banners, e-statement logos and messaging, email templates, lobby posters and take-ones, newsletter articles, social media messaging and mobile app banners.  All of the materials will be available in the Partner Center of LoveMyCreditUnion.org by Nov. 15.

Credit unions that enrolled in the TurboTax program last year will automatically be enrolled in the program again this season.  New participants have until Nov. 22 to sign up.

Details about the program and an online enrollment form are available here. CU Solutions Group will also host webinars to explain this year’s enhancements. The first will be held at noon on Thursday, Nov. 14;  the next is scheduled for noon on Thursday, Nov. 21.

 

You can also learn more about CU Solutions Group’s TurboTax program by contacting Crissandra Fry at Crissandra.Fry@cusolutionsgroup.com.

Strategic Link is the NWCUA’s wholly-owned service corporation, using the power of aggregation to provide the Association’s member credit unions with exclusive high-quality, competitively-priced products and discounted services. Contact Director of Strategic Partnerships Craig Reed today to find out how Strategic Link can help your credit union save money while meeting its goals in 2013 and beyond: creed@nwcua.org.

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