Direct Connect with Quicken®

Integrate your accounts with Quicken to simplify your tax preparation.

Simplify your tax preparation with Quicken®. Download your account information on balances and transaction for checking, savings, and money market accounts. Initiate transfers within Quicken® and then transmit these transactions to us for secure processing.

Quicken® works with Turbo Tax to reduce the amount of work that goes into filing taxes. If you decide to do your own taxes, Turbo Tax simplifies tax preparation by importing your information from Quicken to save you time and eliminate potential errors.

Stop by any Jefferson Bank location to learn more.

System Requirements:

  • Current year's version or two prior years of Quicken®
  • Internet Access
  • Online Banking User ID and Password (less than 32 characters)


$9.95 per month (includes unlimited number of online sessions)

Online Support for Quicken -