Users are given a list of relevant tax strategies based on their previous tax returns, current financial situation, and future goals. Once opting in to these strategies, users are given tasks and instructions to utilize the appropriate strategies throughout the year so they can appropriately file and save on taxes.
Upon logging in, users are greeted with their current tax filing status as well as a list of all their tasks that they need to complete.
Depending on what strategies are being used and the time of year, users are presented with a list of tasks to complete before they file their taxes.
A design system was created to match the brand and build components that could be used throughout the site, on both desktop and mobile platforms.