back to latest articles

UX Design Review: What SurePrep, Part of Thomson Reuters Said About UXDA


UX Design Review: What SurePrep, Part of Thomson Reuters Said About UXDA

We are honored to enhance the user experience for a next-gen product for the tax automation software and services leader SurePrep, part of Thomson Reuters, USA. Thanks to the independent review platform Clutch, you can find out how this cooperation went from the interview with Tal Bjoraker, the Lead UX/UI Designer of SurePrep based in Irvine, California.

SurePrep's service consists of several tax automation software systems, and our aim was to remove friction and unify the fragmented user experience to make it intuitive and seamless. These are some of the most complex systems we have encountered that serve multiple daily tax automation scenarios.

This product diverges significantly from the usual banking or financial applications that the UXDA team designs daily. However, when our team saw the complexity and sophistication of this product, this challenge inspired us.

When we met with the client, we realized what great people are behind this product and the significance of their mission. We are proud of this cooperation that has been ongoing for several years.

SurePrep mission is to build tax technology solutions that transform the tax and accounting industry and improve the lives of tax professionals, taxpayers, and SurePrep team members.

About the Project

  • Client: SurePrep, Part of Thomson Reuters
  • Case: UX Design for a tax automation software platform
  • Time: From October 2021 and still ongoing

Project summary

UXDA has been hired by a tax automation software company to redesign their platform and restructure their UX architecture. They've conducted user interviews and testing and created prototypes and wireframes.

Feedback summary

UXDA has a very refined, efficient, and detailed process that is very impressive.

The project is still ongoing, but the client has been pleased with the results so far. With UXDA's help, they've received positive customer feedback, saved time, and increased their adoption rate. The team has a highly skilled and knowledgeable team that communicates and manages tasks efficiently.


The Interview

What your company does in a single sentence?

We create tax automation software for tax professionals and taxpayers.

What specific goals or objectives did you hire UXDA to accomplish?

  • Redesign tax professional platform
  • Refactor UX architecture
  • Provide a fresh, modern user experience for our tax pro clients

How Did You Make the Selection?

  • High ratings
  • Pricing fit our budget
  • Company values aligned
  • Great case studies

How many teammates from UXDA were assigned to this project?

2-5 employees

Please Describe the Project Scope

Discovery, user interviews, user journey map, user workflows, user personas, wireframes, prototypes, user testing.

Share any Outcomes From the Project

Project has not yet been finished, but the most important measurable outcomes will be, positive client feedback, time saved, and increased adoption rate.

How Effective Was the Workflow?

Project management was excellent. Communication was detailed and consistent. Project updates emails weekly, weekly virtual meetings, constant communication via chat. Items always delivered on-time.

What Did You Find Most Impressive or Unique About UXDA?

UXDA has a very refined, efficient, and detailed process that is very impressive. The UX architect (Arita) who is assigned to us highly skilled, knowledgable, and a pleasure to work with.

Get UXDA Research-Based White Paper "How to Win the Hearts of Digital Customers":

If you want to create next-gen financial products to receive an exceptional competitive advantage in the digital age, contact us! With the power of financial UX design, we can help you turn your business into a beloved financial brand with a strong emotional connection with your clients, resulting in success, demand, and long-term customer loyalty.


Listen to our podcast:

More from our blog

How to Choose the Best Banking Software Providers in Terms of UX

The digitalisation of the banking industry is rising, especially due to ready-to-use digital banking solutions provided by IT vendors. But are these solutions really best for their users? What threats can appear for the financial industry in the future...

ITTI Case Study: Next-Gen Core Banking Digital Transformation in the Cloud

With ITTI Digital’s permission, we are sharing an exclusive step-by-step case study on designing a next-generation banking back office that will definitely become a game changer in the industry.

Magma UX Case Study: Digitalize NBA Players' Investments to Beat Market Volatility

UXDA designed a next-gen investment platform, for high-net-worth individuals. The aim was to create a quantitative hedge fund product to simplify and enhance the investment experience with cutting-edge technologies.

Digital Banking Breakthrough Success Story: From Outdated to Award-winning Core Banking

For anyone who knows how the banking back-office system looks like it would be a surprise that something of such complexity can win the Academy award of design - the IF design award. There’s a story behind every grand victory and we want to share it with you today.

What The Banking World Can Learn From The TERRA Tragedy

The sudden crash of the Terra coins Luna and UST has proven to be a very painful lesson for the financial world. People need trustworthy financial services that are stable and won't make people lose their entire life savings in 24 hours.

Fintech UI Design: 20 Tips to Improve Mobile Banking Usability

Is it possible to improve the customer experience of a financial app in just a few days? Check out our guide with 20 examples that demonstrate how you can skyrocket the user experience of mobile banking solutions using the power of financial UX design.

🎧 The UX Matrix: Grow a Customer-Centric Banking Culture

Companies with disruptor culture have the greatest potential. These businesses maximize their chances of success with Value and Design. These elements affect the formation of customer experience within any business. How finance companies can use this knowledge to establish disruptive culture?

Digital Banking Design Through Rose-Colored Glasses

We are constantly telling the banks that financial design should be clear, simple and helpful in solving user issues. All of them agree, but they wonder why we have to constantly repeat what appears to be so obvious. Actually, this reaction puzzles me...

Million Dollar Question: Why Users Reject Easy Banking Solutions

Why do users sometimes still put up with complex banking services, even though they might have experienced an alternative that's much more easy and user-friendly?


Linda, Co-founder/ COO/ CFO

Linda is a source of endless energy. An education in international business management and years-long experience with 20+ digital startups has made her a dedicated strategic thinker who solves any problem with grace. No mission is impossible for her. Linda's responsibility and punctuality have become a legend around the agency.