Intuit Financial Expert Dashboard Web
Intuit Financial Expert Dashboard Web
Intuit Financial Expert Dashboard Web
Clarifying and streamlining automation for financial experts
Clarifying and streamlining automation for financial experts
Reducing 70% of auto-gathered files and import time
Reducing 70% of auto-gathered files and import time
Reducing 70% of auto-gathered files and import time
By introducing AI-powered automation and clarifying the system’s file classification logic, I successfully reduced 70% of the time spent on auto-imported files. This improvement achieved a 100% success rate across tested scenarios, directly enhancing experts’ efficiency in document intake and review.
By introducing AI-powered automation and clarifying the system’s file classification logic, I successfully reduced 70% of the time spent on auto-imported files. This improvement achieved a 100% success rate across tested scenarios, directly enhancing experts’ efficiency in document intake and review.
My Role
Owned UX for Intuit’s Expert Portal Info gathering area in a fast-paced team shipping weekly AI-powered improvements. Led hands-on design
(flows, prototypes, visual specs) to
simplify complex document workflows
Time
3 weeks
Impact
Established UX standards for the future
Increased visibility into task status
Improved expert satisfaction by simplifying the review process during peak tax season
Established UX standards for the future
AI-powered workflows within Intuit's internal tools
View whole case study
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My Role
Owned UX for Intuit’s Expert Portal Info gathering area in a fast-paced team shipping weekly AI-powered improvements. Led hands-on design (flows, prototypes, visual specs) to simplify complex document workflows
Time
3 weeks
Impact
Established UX standards for the future
Increased visibility into task status
Improved expert satisfaction by simplifying the review process during peak tax season
Established UX standards for the future
AI-powered workflows within Intuit's internal tools
AI Write It For Me
How I Redesigned Intuit’s Expert Portal to Support AI-Powered Workflows
How I Redesigned Intuit’s Expert Portal to Support AI-Powered Workflows
How I Redesigned Intuit’s Expert Portal to Support AI-Powered Workflows
I led the UX redesign of Intuit’s Expert Portal, used by thousands of tax professionals to collect and manage client documents. Partnering with PMs, engineers, and ML researchers, I designed AI-powered intake flows, improved task clarity, and introduced scalable patterns that streamlined manual workflows and reduced repetitive tasks.
Challenges - Why Tax Experts Feel More Like Assistants?
Challenges - Why Tax Experts Feel More Like Assistants?
Business Problem
Inefficient tax data collection increases costs, delays service, and impacts scalability.
Customer Problem
It’s very time consuming (Customer Serving Time) for Tax experts collect and organize over 100 documents per client from various sources, like bank accounts, TurboTax, and credit cards
Final Design Strategy
Final Design Strategy
In this case study, I’ll focus on three key areas of the document intake experience: upload, categorization, and task visibility. I’ll walk through my early explorations, share insights from working with tax experts, and highlight how feedback from PMs, ML researchers, and UXR sessions helped refine our direction.
In this case study, I’ll focus on three key areas of the document intake experience: upload, categorization, and task visibility. I’ll walk through my early explorations, share insights from working with tax experts, and highlight how feedback from PMs, ML researchers, and UXR sessions helped refine our direction.
Feature 1: Categories,
Search, and Automation
Feature 1: Categories,
Search, and Automation
Clearly divided sections by types
Search functionalities Image thumbnails
Auto-imported from financial instition
Clearly divided sections by types
Search functionalities Image thumbnails
Auto-imported from financial instition
Clearly divided sections by types
Search functionalities Image thumbnails
Auto-imported from financial instition
Feature 2 : Search Content
Feature 2 : Search Content
Ability to search the keywords by images
Feature 3 : One view
Feature 3 : One view
Ability to collapse the files table and view in the one whole view
During our testing, we identified a gap in the current automation design solutions. In fact, our data showed that most of our users were spending more time in document organization, accurate identification of key information, and additional assistance in tackling their specific challenges. Our next focus then became to decrease the usability gap.
Usability Testing Gap & Opportunity
Usability Testing Gap & Opportunity
Usability Testing Gap & Opportunity
During our testing, we identified a gap in the current automation design solutions. In fact, our data showed that most of our users were spending more time in document organization, accurate identification of key information, and additional assistance in tackling their specific challenges. Our next focus then became to decrease the usability gap.
During our testing, we identified a gap in the current automation design solutions. In fact, our data showed that most of our users were spending more time in document organization, accurate identification of key information, and additional assistance in tackling their specific challenges. Our next focus then became to decrease the usability gap.
✅ What went well?
🙋🏼 What didn't go well?
🙋🏼 What didn't go well?
✅ What went well?
Leverage Apollo (AI assistant) into Expert Portal
experts can focus on high-value tasks
Leverage Apollo (AI assistant) into Expert Portal
Experts can focus on high-value tasks
Apollo AI Assistant
Apollo AI Assistant
Click the Apollo Assistant to organize your files.
How much time we helped these tax experts to save?
How much time we helped these tax experts to save?
Cut service time in half
Cut service time in half
Cut service time in half
Financial Documents imported
Positive Feedback
Positive Feedback
Positive Feedback
The tool felt more like a
"helper" than a "hassle"
The tool felt more like a
"helper" than a "hassle"
Easy to pull out the manual requests questions by searching functionality
Easy to pull out the manual requests questions by searching functionality
View whole case study
View all works
Wanna view more projects?
Wanna view more projects?
Let's Connect
Always open to collaborations and new ideas. Drop me a message. I’d love to connect!
Let's Connect
Always open to collaborations and new ideas. Drop me a message. I’d love to connect!
Let's Connect
Always open to collaborations and new ideas. Drop me a message. I’d love to connect!
Let's Connect
Always open to collaborations and new ideas. Drop me a message. I’d love to connect!