/

/

H&R Block

Client

H&R Block

Work

Virtual Tax Prep
Appointment Guide

Role

Lead Designer

An entirely new tax filing experience that allows clients to receive expert tax services completely virtually designed from the ground up. This unique filing experience included but was not limited to information gathering, tax filing, payment processing, and communication methods. Led for four years.

Virtual Tax Prep

1,500%

growth over four years.

400%

year-over-year increase in tax professional satisfaction.

A personalized appointment preparation feature, designed to help clients know exactly what to bring for their tax prep visit. This streamlined tool customizes checklists based on each client’s unique circumstances, ensuring a smooth and efficient in-office experience. Led its creation to enhance client readiness and satisfaction.

Appointment Guide

Next