Intuit TurboTax Monthly Newsletter

About Project

Bold Orange partnered with TurboTax to make the TurboTax Monthly Newsletter the go-to resource for taxes and finances. We all know taxes aren’t always straightforward. So, each edition of the newsletter turns complex financial topics into approachable money advice, empowering people to take control of their finances. Our direct yet delightful approach breaks through in a space that’s often, well, the opposite.
The newsletter solves real problems for its audiences with timely, relevant content. Holiday budgeting, getting married, tax law changes, investing trends—no matter what’s happening in their lives or on the news, we help people prepare with practical, money-savvy tips and tricks.
Dynamic personalization also ensures every reader receives content tailored to their money mindset. Whether they’re a first-time filer, gig worker, or seasoned investor, audience-specific content is tested month-over-month. This isn’t personalization for novelty; it’s personalization that respects the audience’s time, understands their needs, and helps them achieve their own financial goals.
The newsletter is a relationship-building engine for TurboTax, strengthening engagement year-round—not just during tax season. We constantly test visual treatments and topics covered to keep the experience fresh and culturally in-step. Our response rate continues to grow exponentially, emphasizing how people are invested in learning about their finances when information is delivered in a way that resonates.