TurboTax Expert 365
building a 0-1 product
WHAT
We built an entire product from the ground up—TurboTax’s first B2B SaaS offering, which combines tax filing and bookkeeping, powered by QuickBooks and AI.
WHY
With 75% of CPAs hitting retirement age in the next decade, we need modern solutions to fill this critical gap in the market, reinforcing TurboTax’s position as an industry leader.
CONTRIBUTION
- Built net new product flows using a hodge podge of components from other experiences
- Collaborated with developers to determine technical feasibility and design contraints
- Operated with complex and ever-changing requirements, while avoiding scope creep
- Owned all content in the end-to-end experience
- Contributed to user research, learning plans, and synthesis sessions
TurboTax Expert Assist
modernizing tax flows
WHAT
We updated flows across 500+ screens, while migrating the flows to a new tech stack, delivering a streamlined experience that met our latest design standards.
WHY
The UI was over 10 years old and dusty, still based on a deprecated desktop app. We wanted to give our business tax customers an improved user experience that could stand on its own with minimal maintenance.
CONTRIBUTION
- Wrote help content at critical points of need
- Owned all the in-product content
- Worked closely with SMEs on high-complexity tax topics
- Wrote help icon content at critical points of need
- Mapped UI data inputs to appropriate tax forms
- Designed flows for special conditions and dependencies
Affirm Returnly
designing an onboarding flow
WHAT
We designed a much-needed onboarding flow that helped users complete account setup on their own, alleviating the burden on the implementation team.
WHY
It wasn’t scalable for users to rely on the implementation team to onboard.
CONTRIBUTION
- Designed new modals
- Owned onboarding content
- Participated in user research sessions
- Consulted with implementation team to understand requirements
- Build a scalable designs
- Setup benchmarks for iternation
TurboTax Experts Business
scaling AI adoption
WHAT
I created business tax-specific content frameworks for Claude and trained adjacent teams to incorporate Writer and Claude skills into their workflows, using Agent Skills open standards.
WHY
Business taxes have their own nuances and unique tone—business entity types, tax estimates, and more. These details aren’t captured in the Intuit Content Design system nor the TurboTax brand guidelines, so we build a version for business tax specifically.
CONTRIBUTION
- Design guidelines on how business tax diverges from general Intuit and TurboTax guidelines
- Exported Intuit Content Design System to a Claude Skills repository via markdown (.md) files
- Created master list of instructions for Claude when content-related prompts are used
- Designed prompt library
H&R Block
redesigning a high-traffic homepage
I redesigned H&R Block’s homepage alongside two product designers. Because this page receives 11M+ visits per month during tax season, this project was high priority and high visibility.
The company wanted to move the needle on conversions and stay relevant to a diverse and growing user base. We also launched a new visual language.
We accomplished the following goals:
- Improved conversions to captured greater online market share
- Improved visibility for individual products
- Made H&R Block more relevant with new, fresh design
CONTRIBUTION
- Made data-driven design decisions
- Iterated on variants for A/B testing
- Designed new modals
- Owned all content
The Gits documentary
building a site end-to-end
I launched a new site for The Gits documentary’s 20th anniversary edition to fit the vibe, narrative, and visual language of the film’s rerelease.
CONTRIBUTION
- Held three working sessions with client
- Created scope and workback plan
- Researched a host and platform with CMS
- Implemented SEO, Google Search Console, and Google Analytics
- Edited and extracted assets in Photoshop
- Managed registrar migration, DNS records, and custom email
Articulate 360
creating an seo training
I created an internal training course to teach current and future content creators how to optimize their articles for SEO.
This course was built with Articulate’s award-winning product, Rise 360.
CONTRIBUTION
- Conducted research to write the course
- Gathered assets
- Built the course
- Added course to Learning Management System (LMS) library
- Migrated it to a GitHub repository
Articulate
digital storytelling
When Articulate hosted its first virtual company retreat, I put together a social media story with some fun screenshots from Slack.
The Wall Street Journal caught wind of it and wrote an article about the retreat, based on my digital storytelling.
Read the original thread or check out The Wall Street Journal article: “Your Corporate Retreat Is On—but It’s Going to Be Weirder”
CONTRIBUTION
- Drafted and ideated posts
- Curated assets
- Strategically scheduled story installments