Tax.ly
- Product Design
- UX Design
- UI Design
- Logo Design
- Schoolwork: UCLA Extension
Tax.ly is a tax-filing ecosystem designed to make collecting tax information as frictionless as possible.
At first glance, I was not particularly excited to work on what was essentially tax software. But after digging into the design process and bringing the concept to life, it became a really fun project that utilized many different skill sets.
Tax.ly login screen
Working in a four-person group, we were tasked with creating a solution for a young, busy graphic designer who needed to file her taxes. She planned on using that money toward her college loan.
POV/problem statement
After creating a giant empathy map with my group and other groups, we settled on the above key insights. There were problems emerging that illustrated how difficult it was for our user to keep track of her business expenses and file her taxes on time.
Key insights and empathy mapping
Thinking of the issues our user was facing, we came up a with a group of "How Might We..." questions that helped guide the ideation phase.
Selected "how might we" questions
Personal AI assistants are ubiquitous in today's technological landscape. We're even seeing some emerge in personal banking. The idea of a personal AI assistant is powerful because it can be integrated into almost any screen or device that our user interacts with.
There are competitors in the space, but they usually (a) require someone to file on their own, (b) use confusing software, or (c) require an in-person meeting with a tax filing representative.
Our opportunity lies somewhere in the middle. Guided, intelligent, and automated help in collecting, analyzing, and submitting tax information.
Competitive and technical landscapes and our opportunity
Our group initially considered sticking with an audio-only interface. Above is our first crack at writing a sample interaction. We eventually decided that an app would be beneficial as well.
Script and sketch wireframes
We imagined that the service could live on any device with an internet connection. This is so the user could almost effortlessly keep track of business-related purchases, expenses, and income.
Tax.ly ecosystem
I turned my focus to structuring the phone app and building UI and voice interaction prototypes.
App map
Above are prototypes which show the app's top-level components and screens.
Phone UI prototypes
And finally, above is a sample interaction with Tax.ly through a smart speaker interface.
Voice interaction prototype
Tax.ly
- Product Design
- UX Design
- UI Design
- Logo Design
- Schoolwork: UCLA Extension
Tax.ly login screen
Tax.ly is a tax-filing ecosystem designed to make collecting tax information as frictionless as possible.
At first glance, I was not particularly excited to work on what was essentially tax software. But after digging into the design process and bringing the concept to life, it became a really fun project that utilized many different skill sets.
POV/problem statement
Working in a four-person group, we were tasked with creating a solution for a young, busy graphic designer who needed to file her taxes. She planned on using that money toward her college loan.
Key insights and empathy mapping
After creating a giant empathy map with my group and other groups, we settled on the above key insights. There were problems emerging that illustrated how difficult it was for our user to keep track of her business expenses and file her taxes on time.
Selected "how might we" questions
Thinking of the issues our user was facing, we came up a with a group of "How Might We..." questions that helped guide the ideation phase.
Competitive and technical landscapes and our opportunity
Personal AI assistants are ubiquitous in today's technological landscape. We're even seeing some emerge in personal banking. The idea of a personal AI assistant is powerful because it can be integrated into almost any screen or device that our user interacts with.
There are competitors in the space, but they usually (a) require someone to file on their own, (b) use confusing software, or (c) require an in-person meeting with a tax filing representative.
Our opportunity lies somewhere in the middle. Guided, intelligent, and automated help in collecting, analyzing, and submitting tax information.
Script and sketch wireframes
Our group initially considered sticking with an audio-only interface. Above is our first crack at writing a sample interaction. We eventually decided that an app would be beneficial as well.
Tax.ly ecosystem
We imagined that the service could live on any device with an internet connection. This is so the user could almost effortlessly keep track of business-related purchases, expenses, and income.
App map
I turned my focus to structuring the phone app and building UI and voice interaction prototypes.
Phone UI prototypes
Above are prototypes which show the app's top-level components and screens.
Voice interaction prototype
And finally, above is a sample interaction with Tax.ly through a smart speaker interface.
