back to latest articles

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

0

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.

Share:

Listen to our podcast:

More from our blog

Two iF Design Awards 2022 Makes UXDA the Most Awarded Fintech UX Design Agency

UXDA wins two iF Design Awards 2022 with Goalry and Kids Banking App

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?

How UXDA Redefined 150 Financial Services Through Exclusive Digital Experience Branding

Could design, often seen as an afterthought or just decoration, truly revolutionize finance? The toughest markets need the softest touch. Confident in their beliefs, Alex and Linda embarked on a mission to demonstrate that human-centered design could play a pivotal role in the financial sector.

Financial Services Design: Building Reputation for the Experience Economy

What is the most valuable thing in any company that can be built and developed over 20 years, but can be destroyed in five minutes? It is brand reputation.

Future Banking Trends: Enable Next-Gen Financial UX

Future Banking Trends include technologies such as Generative AI, the metaverse, the blockchain, embedded banking, DeFi with CBDCs, and open banking which are creating the next-gen financial UX.

Goalry UX Case Study: Immersive Mall Experience Beyond Finance

Goalry approached UXDA with a very challenging idea - to design a digital financial shopping mall full of different products that help people reach their financial goals in an engaging and intuitive way. We created an innovative 3D dashboard for finance, aimed at further development in the Metaverse

TOP10 Misconceptions About The Financial UX Design

Thousands of digital financial services do not achieve their goals. This is partly due to the design or, specifically, to the financial UX design misconceptions.

CRDB Case Study: Moving from Standard Digital Banking to a Future-Focused Brand in Africa

CRDB Bank, a leading financial institution in Tanzania, recognized the need to transform its outdated mobile app into a cutting-edge solution for the future. By partnering with UXDA, CRDB not only modernized its app but also reinforced its reputation as the bank of tomorrow.

To Survive, Financial Industry Has to Adapt Design Thinking in Banking

Design Thinking is needed to adapt banking services to the new world. In a human-centered economy your service has to be user-centered.

ABOUT THE AUTHOR

Linda
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.