Helping Consultants Build Knowledge

In this Deep Dive principal product designer Brittany Sumarsono and product designer Xueyin Liu from Intuit/Pro Tax Group will walk us through their award-winning project „Intuit Tax Advisor“.

About the Project: Intuit Tax Advisor

Winner of the UX Design Award | Product 2023

Intuit Tax Advisor empowers tax professionals to help individual taxpayers and small businesses succeed by achieving better tax situations. The software reduces manual work by automating data entry, calculation, and report-generating so that professionals can focus on strategizing to deliver more benefits to their clients. It also surfaces unidentified tax strategy opportunities by providing smart suggestions, while reminding professionals of important IRS rules to reduce audit risks.

UXDA Jury members Lisa Gerkens & Nancy Birkhölzer:

»The jury recognizes how ‘Intuit Tax Advisor’ helps tax advisors improve their skills and provides them with access to new areas of knowledge, enabling them to move on to strategic advice. In addition, the application provides benefits to clients by enabling advisors to present tax results and strategic advice in an understandable and transparent way. The product was developed on the basis of extensive user research, flanked by continuous testing and the involvement of all stakeholders throughout the process.«

About the Format:

Deep Dive: Award Winners presents outstanding projects from the professional Award categories Product and Concept. The format, interactive live presentations followed by a Q&A session, offers behind-the-scenes insights into award-winning projects and facilitates a dialogue with successful experience design teams.

Presented by Ake Rudolf, Head of Strategy / Award Director, International Design Center Berlin (IDZ)