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TurboTax ExpensePro

TurboTax ExpensePro. TurboTax ExpensePro. Small business owners have real pain around separating & preparing their business expenses for tax time – with no simple solution. Product Status: ExpensePro is currently in Beta mode, and will be throughout the 2006 tax season.

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TurboTax ExpensePro

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  1. TurboTax ExpensePro

  2. TurboTax ExpensePro Small business owners have real pain around separating & preparing their business expenses for tax time – with no simple solution. • 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. We offer automated data consolidation & tax categorization with a simple, single-purpose user interface to solve this important problem.

  3. 1. Demo - User Categorizes Transactions

  4. 2. Demo - User Accesses Tax Report

  5. 3. Demo - User Creates an Account

  6. 3. Demo - User Chooses Financial Institution

  7. 4. Demo - User Adds Accounts

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