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
The first fully digital, end to end productivity platform for CPAs
MY ROLE
Design System
Branding
Research
UX Design
UI Design
Testing
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Most firms use multiple and outdated platforms and tools that are hard to access, integrate with or manipulate the data.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How does a firm take an outdated platform and modernize it without replacing everything?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
Tax Organizer
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Smooth, digital client experience for clients to upload tax documents directly.
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The HubSync electronic tax organizer gathers all 1040 data from clients in a digital, streamlined process,
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Clients complete a tax questionnaire that guides the process and tailors the organizer to what is needed from each client
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Quickly view the data as it is collected from clients.
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All documents collected are stored automatically in HubSync for easy retrieval Pulls prior year return data from CCH.
Flow Chart
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Engagement Letter Wizard
Our job was to make signing Engagement letters a frictionless experience for our clients.
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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.
The Hub Dashboard
Dynamically brings all your work to your fingertips in one fully customized view.
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One place for everything you need
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Quick links to your applications
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Status of Engagements
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Client Interaction & Notifications
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Fully customizable for your firm’s needs
