TurboTax
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Background & goal
Taxes are a lot of work even with a product as powerful and user friendly as TurboTax. To address this reality and drive new growth for TurboTax, our organization declared a vision for a ‘Done for You’ tax experience with zero work for the customer. Acquiring as much tax data as possible for each customer's return was a vital piece of the strategy, so my 'Data-in' team established 3 key pillars:
1
Guided Data-in
A system of capabilities like bulk doc upload, financial account import, and mobile photo capture that would extract and apply tax doc data with no manual typing required.
2
Automatic Data-in
‘No action required’ capabilities that would leverage Intuit ecosystem and pre-established financial account data connections to automatically import tax docs and data.
3
Customer problems
Taxes are a lot of work even with a product as powerful and user friendly as TurboTax. To address this reality and drive new growth for TurboTax, our organization declared a vision for a ‘Done for You’ tax experience with zero work for the customer. Acquiring as much tax data as possible for each customer's return was a vital piece of the strategy, so my 'Data-in' team established 3 key pillars:
Approach
First, we needed to fully understand the range of contexts that our system needed to succeed in.
Hypotheses
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