Project Overview
Led a comprehensive user-centered design process to deliver intuitive and scalable solutions for financial products such as the Tax Organizer, Dashboard, and Engagement Letter Wizard. Drove the full design lifecycle—conducting user research, defining strategy, mapping user journeys, crafting interaction flows, and producing high-fidelity visual designs—resulting in enhanced usability, reduced user friction, and improved client satisfaction across platforms.
HubSync
Engagement Letter
The first fully digital, end to end productivity platform for CPAs
MY ROLE
Role: Lead Product Designer
Company: HubSync
Platform: Financial SaaS Web Application
Tools: Figma, Jira, Miro, Sketch, Invision, Zeplin, WCAG 2.1 AA
SUMMARY
Our objective was to design a robust and secure platform that protects sensitive client data while enabling secure, seamless information exchange. I focused on crafting an intuitive and accessible user experience that balanced stringent security standards with usability, empowering clients to interact with confidence and efficiency.
Problem
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Most tax software was built without the end user in mind and is not user-friendly and does not play well with other software systems.
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There isn’t 1 central starting place for tax professionals to go to manage all their work.
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Most firms use multiple and outdated platforms and tools that are hard to access, integrate with or manipulate the data.
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How does a firm take an outdated platform and modernize it without replacing everything?
Solution
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Directly engage with clients through a modern secure portal.
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Automatically store documents, instantly accessible by team members.
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Easily track and manage client work across your firm
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Gain unlimited insights through reporting and analytics capabilities at your fingertips
Engagement Letter Wizard
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Send letters in bulk.
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Tracks the status of signatures.
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Automatically stores signed letters.
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1-click client search for access.
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Downloadable PDF on demand.
Our job was to make signing Engagement letters a frictionless experience for our clients.
Demo Video
The Engagement Letter Wizard demo shows how HubSync streamlines the process of creating, sending, signing, and tracking engagement letters. I focused on designing a guided workflow that supports templates, client details, reviewer and signer setup, status tracking, and document completion in one centralized experience. The design helped make a high-volume financial workflow easier to manage by reducing repetitive steps, improving visibility, and giving users a clearer path from setup to final signature.
Client Success Story: Engagement Letter Wizard Impact
The redesigned workflow supported major operational savings by reducing manual steps and lowering the cost per engagement letter. Reported results included 60% cost savings, reducing cost per letter from $72.76 to $26.51, with $4.2M in real-world savings and Gold Globee Award recognition for innovation.
My Design Contribution
My design work focused on simplifying the engagement letter workflow through clearer step-by-step navigation, reusable UI patterns, dashboard visibility, status tracking, and guided actions for creating, routing, signing, and managing engagement letters at scale.
Final Outcome
The redesigned workflow supported major operational savings by reducing manual steps and lowering the cost per engagement letter. Reported results included 60% cost savings, reducing cost per letter from $72.76 to $26.51, with $4.2M in real-world savings and Gold Globee Award recognition for innovation.