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Self-Serve

Self-Serve. Goals. Heighten our own awareness SfP Marketing Support Affiliate Specific Marketing Support. URLs. External State Tax Pages that list TBB Pennsylvania – http://www.portal.state.pa.us/portal/server.pt/community/e-file/13793/federal_state_e-filing_from_home_pc/580570

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Self-Serve

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  1. Self-Serve

  2. Goals • Heighten our own awareness • SfP Marketing Support • Affiliate Specific Marketing Support

  3. URLs • External State Tax Pages that list TBB • Pennsylvania – http://www.portal.state.pa.us/portal/server.pt/community/e-file/13793/federal_state_e-filing_from_home_pc/580570 • Ohio - http://tax.ohio.gov/divisions/ohio_individual/individual/Software_Developers_Approved_2010.stm • North Carolina – http://www.dornc.com/electronic/individual/software.html#free • South Carolina – http://www.sctax.org/Electronic+Services/FastFile/freefile_free.htm • Indiana – http://www.in.gov/dor/3837.htm • Mississippi – http://www.dor.ms.gov/taxareas/individ/efiling/developers.html • Kansas – http://www.ksrevenue.org/efileappvendors.html • Arkansas – site only lists efile options, TBB paper file only • Texas –http://www.window.state.tx.us/taxinfo/eitc/

  4. URLs • Internal State Links • Arkansas - https://selfserve.thebenefitbank.com/ums?task=login&partner_code=arkansas • Kansas - https://selfserve.thebenefitbank.com/ums?task=login&partner_code=kansas • Ohio - https://selfserve.thebenefitbank.com/ums?task=login&partner_code=ohio • Pennsylvania - https://selfserve.thebenefitbank.com/ums?task=login&partner_code=pennsylvania • Mississippi - https://selfserve.thebenefitbank.com/ums?task=login&partner_code=mississippi • North Carolina - https://selfserve.thebenefitbank.com/ums?task=login&partner_code=northcarolina • South Carolina - https://selfserve.thebenefitbank.com/ums?task=login&partner_code=southcarolina

  5. Client Retention • Email “invite” to previous TBB users • Scheduled prior to start of tax season, midway through and toward April 15th

  6. Web Badges • Used on web pages, social media and email signatures • Available in Marketing Center

  7. Print • Targeted toward self-serve user available with other tax flyers

  8. Online • Social Media • Twitter and Facebook will feature self-serve • Web • www.thebenefitbank.com home page will feature self-serve

  9. Counselor Communication • Weekly tax tips to remind counselors about self-serve and outreach materials • Monthly newsletters will also contain information about self-serve

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