Intuit Financial Institution Group I n t u i t C o n f i d e n t i a l
TurboTax ExpensePro
I n t u i t C o n f i d e n t i a l
TurboTax ExpensePro
Product Status:
ExpensePro is currently in Beta mode, and will be throughout the 2006 tax season.
Helps grow your loyal online customer base by providing value-added benefits to small business services you already offer (no competition with your services)
Mutual customers will not be diverted from doing their online banking on the Wells Fargo site (no online banking features)
Free support provided for all Beta participants, on both product and data import issues (no drain on Wells service/support)
Focus through FY06:
Bring in new Beta users, gather feedback to improve product, add functionality, refine marketing messages.
Small business owners have real pain around separating & preparing their business expenses for tax time – with no simple solution.
We offer automated data consolidation & tax categorization with a simple, single-purpose user interface to solve this important problem.
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1. Demo - User Categorizes Transactions
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2. Demo - User Accesses Tax Report
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3. Demo - User Creates an Account
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3. Demo - User Chooses Financial Institution
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4. Demo - User Adds Accounts