Drake's first-ever Pilot Program.
Working with a large cohort of Drake users to craft the next generation of tax prep software.
As the sole designer and researcher for the team, I was responsible for crafting the research plan for the project. I had planned for pre-tax season in-application surveys, pre-season interviews, and then, during tax season, a diary study. I was then going to conduct follow-up interviews post-season.
We successfully conducted two "office hour" sessions with our participants. These were conducted as "drop-in" sessions where they could ask questions of the team.
An important feature of Drake Web was the concept of "interoperability." Interoperability allowed our user to begin a return in our web-based offering and then open it in a version of our legacy desktop software. The user could easily transition between the two versions of the software, working in the version that suited their workstyle the best.
The first feature we were researching and ideating on was whether to "lock" a return when opened. This is what I'm able to show in the images below.
“I'd rather change religions than change my tax software.”
— Drake Desktop Pro User
I'd love the opportunity to discuss how my skills and experience can align with and support your organization's goals.
