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Simplifying Tax Filing Onboarding

Hypothesis

For new and returning TaxAct users, prompt early in the experience the ability to upload previous year’s tax return and for returning TaxAct users, ability to automatically import previous year tax return on file to quick start their return.

User Testing

90% of the users who we tested the concept on opted in to ‘Quick Start’ and found it convenient and delightful. The personal info presented in the first screen gave users confidence to want to use ‘Quick Start’.

Research Methods

  • Heuristic Evaluation
  • Contextual Inquiries
  • Affinity Diagram
  • Google Analytics
  • Tableau
  • Open Card Sort
  • Tree Test
  • Rapid Prototyping
  • User Testing

Mobile Screens

Designs were created with the mobile first approach. A bottom menu was introduced for better reachability versus traditional placement at the top.

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