TurboTax Business
building a 0-1 product
WHAT
I contributed to building an entire product from the ground up, TurboTax’s first B2B SaaS offering, which combined tax filing and bookkeeping with QuickBooks.
WHY
75% of CPAs will hit retirement age by 2035, so TurboTax’s goal was to fill this critical gap in the market, reinforcing their position in the industry.
CONTRIBUTION
- Designed flows from components of other TurboTax products
- Collaborated with developers to determine technical feasibility and design constraints
- Operated with complex and ever-changing requirements, while avoiding scope creep
- Wrote and edited all content in the end-to-end experience
- Contributed to user research, learning plans, and synthesis sessions
TurboTax Business
modernizing tax flows
WHAT
My team updated flows across 500+ screens while migrating the flows to a new tech stack, delivering a streamlined experience that met new design standards—all in one summer.
WHY
The UI was over 10 years old and dusty, still based on a deprecated desktop app. My goal wanted to give our business tax users an improved user experience that could stand on its own with minimal maintenance.
CONTRIBUTION
- Created help content
- Evaluated points of friction in user journey
- Wrote all the in-product content
- Worked closely with SMEs on high-complexity tax topics
- Mapped UI fields to appropriate tax forms
- Designed flows for a high volume of edge cases, prioritized based on user data
Affirm Returnly
designing an onboarding flow
WHAT
I designed a much-needed onboarding flow that helped users complete account setup on their own, no longer needing to rely on the implementation team to complete their enrollment.
WHY
It wasn’t scalable for users to rely on the implementation team to onboard.
CONTRIBUTION
- Designed new modals
- Wrote onboarding content
- Participated in user research sessions
- Consulted implementation team to research requirements
- Build a scalable design
- Set benchmarks for iteration
The Gits documentary
building a site end-to-end
I launched a new site for The Gits documentary’s 20th anniversary edition to fit the vibe, narrative, and visual language of the film’s rerelease.
CONTRIBUTION
- Held three working sessions with client
- Created scope and workback plan
- Researched host and platform with CMS
- Implemented SEO, Google Search Console, and Google Analytics
- Edited and extracted assets in Photoshop
- Managed registrar migration, DNS records, and custom email
Articulate 360
creating an seo training
I created an internal training course to teach current and future content creators how to optimize their articles for SEO.
This course was built with Articulate’s own product, Rise 360.
CONTRIBUTION
- Conducted research to write the course
- Gathered assets
- Built the course
- Added course to Learning Management System (LMS) library
- Migrated it to a GitHub repository