Tax Organizer
“Our goal is to digitize an industry stuck in history" - Sam A
Tax Organizer
“Our goal is to digitize an industry stuck in history" - Sam A
Company Overview
Taxrise is a tax relief program dedicate to resolving clients’ tax problems.
Business Challenges
The IRS reviews the last 10 years of a person's tax history when deciding if they qualify for help. Before they can get assistance, clients must make sure they've filed all of their overdue tax returns.
The Problem
The company's case managers currently spend hours on the phone with clients and wait for documents to compile needed information, which can elongate the processes if files are not submitted on time.
Discover
My team and I conducted an evaluation of Turbo Tax and H&R Block to understand how leading industry players handle single-year filing.
We held extensive discussions with our in-house CPAs (certified public accountants) and case managers, for insights into the data-gathering procedure. Crucial documents including IRS Forms 433-A and Form 1080, along with a paper version of the active Tax Organizer were given from the tax professionals.
These materials formed the basis for the questions my team and I would be asking our clients. This comprehensive research process, which encompassed market analysis and internal meetings with CPAs, established the initial project scope.
Users
Users are existing clients
Average Age 50+
Not tech savvy
User complaints/issues
The average client has zero knowledge of the tax industry
It takes case managers an estimated 15-20 days to gather all required information (data, docs, etc) for a client’s unfilled years
More than 40% of clients need to file their unfilled years before qualifying for tax relief
The average client has 4-5 unfilled tax years
Design
The tax organizer lives within the client portal ecosystem, we already had a design system based off of Salesforce’s lightning design system built out from previous applications.
Define
How do we approach multiple years?
We had two options:
User work through one year at a time
User select “which years this applies to” with multiple years select
View the full Tax Organizer -Here-
We opted for a year-by-year design approach because users often make multiple mistakes and handle substantial amounts of paperwork when using the multi-year selection option. By having users go through the tax questions one year at a time, it would lead to a more accurate and efficient form submission process.
Business Constraints
Our development team was getting smaller, therefore contractors were hired but only in the company for a few weeks
Constantly changing requirements
Next Steps
Test current flow with stakeholders
Dig deeper into the multiple year idea
Find ways to integrate 3rd party platforms like Argyle and Zillow
Company Overview
Taxrise is a tax relief program dedicate to resolving clients’ tax problems.
Business Challenges
The IRS reviews the last 10 years of a person's tax history when deciding if they qualify for help. Before they can get assistance, clients must make sure they've filed all of their overdue tax returns.
The Problem
The company's case managers currently spend hours on the phone with clients and wait for documents to compile needed information, which can elongate the processes if files are not submitted on time.
Discover
My team and I conducted an evaluation of Turbo Tax and H&R Block to understand how leading industry players handle single-year filing.
We held extensive discussions with our in-house CPAs (certified public accountants) and case managers, for insights into the data-gathering procedure. Crucial documents including IRS Forms 433-A and Form 1080, along with a paper version of the active Tax Organizer were given from the tax professionals.
These materials formed the basis for the questions my team and I would be asking our clients. This comprehensive research process, which encompassed market analysis and internal meetings with CPAs, established the initial project scope.
Users
Users are existing clients
Average Age 50+
Not tech savvy
User complaints/issues
The average client has zero knowledge of the tax industry
It takes case managers an estimated 15-20 days to gather all required information (data, docs, etc) for a client’s unfilled years
More than 40% of clients need to file their unfilled years before qualifying for tax relief
The average client has 4-5 unfilled tax years
Design
The tax organizer lives within the client portal ecosystem, we already had a design system based off of Salesforce’s lightning design system built out from previous applications.
Define
How do we approach multiple years?
We had two options:
User work through one year at a time
User select “which years this applies to” with multiple years select
View the full Tax Organizer -Here-
We opted for a year-by-year design approach because users often make multiple mistakes and handle substantial amounts of paperwork when using the multi-year selection option. By having users go through the tax questions one year at a time, it would lead to a more accurate and efficient form submission process.
Business Constraints
Our development team was getting smaller, therefore contractors were hired but only in the company for a few weeks
Constantly changing requirements
Next Steps
Test current flow with stakeholders
Dig deeper into the multiple year idea
Find ways to integrate 3rd party platforms like Argyle and Zillow
Company Overview
Taxrise is a tax relief program dedicate to resolving clients’ tax problems.
Business Challenges
The IRS reviews the last 10 years of a person's tax history when deciding if they qualify for help. Before they can get assistance, clients must make sure they've filed all of their overdue tax returns.
The Problem
The company's case managers currently spend hours on the phone with clients and wait for documents to compile needed information, which can elongate the processes if files are not submitted on time.
Discover
My team and I conducted an evaluation of Turbo Tax and H&R Block to understand how leading industry players handle single-year filing.
We held extensive discussions with our in-house CPAs (certified public accountants) and case managers, for insights into the data-gathering procedure. Crucial documents including IRS Forms 433-A and Form 1080, along with a paper version of the active Tax Organizer were given from the tax professionals.
These materials formed the basis for the questions my team and I would be asking our clients. This comprehensive research process, which encompassed market analysis and internal meetings with CPAs, established the initial project scope.
Users
Users are existing clients
Average Age 50+
Not tech savvy
User complaints/issues
The average client has zero knowledge of the tax industry
It takes case managers an estimated 15-20 days to gather all required information (data, docs, etc) for a client’s unfilled years
More than 40% of clients need to file their unfilled years before qualifying for tax relief
The average client has 4-5 unfilled tax years
Design
The tax organizer lives within the client portal ecosystem, we already had a design system based off of Salesforce’s lightning design system built out from previous applications.
Define
How do we approach multiple years?
We had two options:
User work through one year at a time
User select “which years this applies to” with multiple years select
View the full Tax Organizer -Here-
We opted for a year-by-year design approach because users often make multiple mistakes and handle substantial amounts of paperwork when using the multi-year selection option. By having users go through the tax questions one year at a time, it would lead to a more accurate and efficient form submission process.
Business Constraints
Our development team was getting smaller, therefore contractors were hired but only in the company for a few weeks
Constantly changing requirements
Next Steps
Test current flow with stakeholders
Dig deeper into the multiple year idea
Find ways to integrate 3rd party platforms like Argyle and Zillow
Case Studies
Check our other project case studies
Case Studies
Check our other project case studies
Case Studies
Check our other project case studies
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