Challenge: Giving users more accessibility into uploading tax documents as they file.
Solution: Creating a central hub to add tax documents early in tax prep, which would help speed up their filing process.
Execution:
📌 Conduct user research sessions to gain insight into customer needs
📌 Iterating copy to help guide and encourage users to upload according to a personalized checklist
📌 Create a content matrix with tiles users can select to modify their MyDocs
📌 Iterating copy to help guide and encourage users to upload according to a personalized checklist
📌 Create a content matrix with tiles users can select to modify their MyDocs
