Team: Consumer Group Assisted Tax Expert Experience

Role: Product Designer - Serve-the-Customer

Main design team members: CT Yu, Craig Moll, Juan Hernandez, Jonathan Smith, Catherine Mayhew

Main customer problem: I am a TurboTax Live expert and I am trying to deliver the best possible service to my customers but I am unable to because my current toolset is scattered across multiple windows and programs which makes me feel overwhelmed and inefficient.

Note: An in-depth breakdown of this project can be found here. (Password protected, please contact me for more details)