Adesina Samuel – Tax System

The challenge

Improving efficiency for an accounting firm by redesigning their internal tool and improving the experience to work on multiple devices

The goal

Designing a system that allows their employees to find leads, onboard them and also manage them easily. Which in turn helps them reduce their churn rate.

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User Research

The research phase started with a meeting with the head of accounting to understand the company structure and processes and after that i did a review of their current internal tool.

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the process

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With insights gotten from the research phase, i was able to properly strategize on ways on how to improve their processes and reduce churn rate, first was designing a website for their business for them to easily onboard new clients then i embarked on a complete redesign of their internal tool due to a few reasons

Current app experience was not so good
Improvements could be made regarding data display
legibility was a pressing issue in certain areas
lack of screen management
Frictions in user flows relating to certain actions
color management.
improvements regarding collaboration was also needed

Tax System

The challenge

The goal

User Research

the process

Conclusion