Public product examples connect client document requests, firm checklists, workpapers and return delivery with the website that explains the workflow.
The client overview and checklist bring outstanding requests and document progress into one view for the firm.
The binder story connects document collection with organization and review, helping explain how the product fits the tax preparation process.
The workpaper view gives document navigation, review tools and the return itself a shared working surface.
My Role
Designing and implementing frontend experiences for StanfordTax across the marketing site, onboarding, and product workflow, with a focus on turning a complex tax intake process into clear, confident steps for firms and their clients.
Product Work
Landing page
Shaped the public-facing story around personalized organizers, AI-powered binders, tax software imports, and the practical value of a cleaner intake workflow.
Onboarding
Created guided entry points that help firms understand setup, connect the product to their tax workflow, and move from first visit into active use.
Product flow
Refined the path from firm setup to client document collection, checklist progress, and a prep-ready binder experience.
Client intake UX
Worked on interfaces for personalized questionnaires, document request lists, and upload moments so clients could provide the right information with less friction.
Binder workflow
Helped make document organization, review status, and tax-prep actions easier to scan inside a workflow built for accounting teams.
Trust and polish
Kept the interface calm, responsive, and precise for a product handling sensitive tax documents, client data, and high-season firm workflows.
