Tax Software - Web & App Design

Tax Software - Web & App Design

Redesigned the user experience for taxpayers to communicate with their tax preparers and pay their taxes online.

Role

UX Strategist

Process

Foundational Knowledge

Concepts

Interaction Design

Visual Design

Tools

Whiteboard

Paper & Pencil

Omnigraffle

Sketch

Keynote

GOAL

Simplify the tax experience for both the Tax Preparer and Taxpayer

FOUNDATIONAL KNOWLEDGE

This is the first step to creating a compelling UI. It is essential to understand what the product offers, it’s roadmap, business drivers, competition, and users. Services provided for this project included: Heuristic Analysis, Stakeholder Interviews, User Research, & Competitive Analysis.

INTERACTION & VISUAL DESIGN

Interaction design is where the concepts become reality. While adhering to technical restraints, ISO and industry-specific guidelines an experience is crafted which is both usable and complaint. All features and functionality will be documented in detailed wireframes that help ease the transition from product definition to development. Services provided for this project included: Detailed Design Wireframes

During the visual design phase artwork and graphics are applied to the interaction design. Clarity and meaning are brought to the user experience by carefully crafting visual themes, color schemes, typography, and icons. Services provided for this project included creating: Screen Renderings, Graphical Interface Elements, Icon Designs, and Style Guides.

DESIGN OBJECTIVES

Design a modern and intuitive interface
Use strong navigation
Make it consumer friendly
- Simple for average users
- Powerful enough for sophisticated users
Provide direct value to the user, beyond document management
Facilitate communication with the CPA and other service providers
Streamline the mobile experience when necessary so only important features appear