Transformed TurboTax into a year-round tool by allowing users to track their expenses by scanning or uploading their receipts
Team
Myself (Product design) • Ashley Fong (Design lead) • Winnie Tsang (PM) • Adam Hardy (PM) • Jordana Camerman (Content designer) • Kenzie Zou (Design support) • Andres Hincapie (DPM) • Development: Danish Ansari, Mohit Khaithan, Pramod Manjunath, Shubham Yadav, Ambesh Kukreja, Subhodip Banerjee
Outcome
Self-employed (SE) users face the daunting task of manually tracking, entering, and categorizing each transaction, which is both error-prone and time-consuming. By reducing manual entry, we gave users the confidence to manage their taxes efficiently and accurately.
Problem
In 2024 interviews, 7/9 SE customers faced doubt when entering expenses and all of them found the process of manually tracking expenses time consuming.
Business opportunity
Last year, the number of self-employed customers who started filing on our mobile app grew by 15%.
SE users saw significant growth in units and revenue overall and were the most valuable customer segment as measured by revenue per customer. As a target user group and a growing customer base, the receipt tracker had high-impact potential.
If we…
Then…
Discovery
Research began by conducting an outside-in audit of competitors.
We noted our key learnings and this informed our 3 key considerations during the design phase.
Different expense views
Integration opportunity
Discoverability
Initial design
What expense view do our customers want?
Our research showed that our customers had vastly ranging preferences. We landed on a tabbed home page to provide flexibility while maintaining simple hierarchy.
How will receipts import into tax filing?
We designed the future state of self-employment filing where users can access and import their receipts on the app.
How do we surface the receipt tracker?
The receipt tracker was placed into the app's top navigation; however, this project highlighted the need for a more robust mobile navigation. I began leading a bottom nav project soon after.
