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Project Overview

Lead the user-centric process to provide design solutions to clients from various products like Tax Organizer, Dashboard, and Engagement Letter Wizzard, using the end-to-end design process across strategy, research, interaction design, and visual design.

HubSync

The first fully digital, end to end productivity platform for CPAs

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MY ROLE

Design System

Branding

Research

UX Design
UI Design

Testing

SUMMARY

Our job was to create a robust and secure platform protecting valuable data and allowing our clients to securely exchange sensitive information with confidence which is also intuitive and has a superior user experience.

Problem

  • 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.

  • There isn’t 1 central starting place for tax professionals to go to manage all their work.

  • Most firms use multiple and outdated platforms and tools that are hard to access, integrate with or manipulate the data.

  • How does a firm take an outdated platform and modernize it without replacing everything?

Solution

  • Directly engage with clients through a modern secure portal.

  • Automatically store documents, instantly accessible by team members.

  • Easily track and manage client work across your firm

  • Gain unlimited insights through reporting and analytics capabilities at your fingertips

Tax Organizer

  • Smooth, digital client experience for clients to upload tax documents directly.

  • The HubSync electronic tax organizer gathers all 1040 data from clients in a digital, streamlined process, 

  • Clients complete a tax questionnaire that guides the process and tailors the organizer to what is needed from each client

  • Quickly view the data as it is collected from clients.

  • 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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  1. Send letters in bulk.

  2. Tracks the status of signatures.

  3. Automatically stores signed letters.​

  4. 1-click client search for access.

  5. Downloadable PDF on demand.

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The Hub Dashboard

Dynamically brings all your work to your fingertips in one fully customized view.

  • One place for everything you need

  • Quick links to your applications

  • Status of Engagements

  • Client Interaction & Notifications

  • Fully customizable for your firm’s needs

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