Bringing surprise and delight to taxes.

I worked alongside the award-winning XD team at Intuit, becoming an Innovation Catalyst and studying the Design for Delight methodology.

Led by Mehgan Cartlidge

Keeping the user focused one task at a time.

Throughout the design process, we employed empathy and personalization to create a prescriptive flow that focuses the user's attention on one task at a time. To avoid overwhelming the user and decrease cognitive load, we broke down complex tasks into smaller steps.

The options that a user selects in the onboarding are used to automatically populate fields and give a more familiar and friendlier experience later on in the app. We found that these little details reduced friction and made the whole experience feel very cohesive.

Finish and file

One of my projects was to re-imagine the finish and file portion of the filing process. In order to break up a long workflow into more digestible sections we utilized a progressive approach along with animation and helpful copy to set clear expectations for what’s ahead in the users journey.

We created a simple animated victory message to instill a sense of accomplishment in users. To generate "ownable" moments for TurboTax and draw interest to the product, we encouraged users to share their accomplishment via social media.

Ownable moments