TaxMinder is a web-based tool that helps users primarily individuals and businesses in the US stay on top of tax and compliance deadlines. It generates a personalized calendar based on the user's filing information and sends automated reminders to ensure timely compliance. The goal is to streamline collaboration with tax professionals and reduce the stress of missing critical deadlines.
To design a clean, intuitive interface that allows individuals and tax professionals to efficiently gather, submit, and manage compliance information starting with a structured client intake form that feeds directly into the calendar generation logic.
Understanding the Hand-off
Template Analysis & Information Structuring
Low–Fidelity Wireframes
Collaborative Reviews
Reviewed existing wireframes for the tax calendar, entity management, and reminders. Identified design patterns and UX principles already in use.
Broke down a detailed intake questionnaire provided by the client. Grouped questions into logical sections for a multi-step experience.
Maintained a neutral, clean design to adapt easily once brand guidelines are introduced.
Conducted walkthroughs with the team to align on usability, logic, and future extensibility.
During the project, I was assigned to revise and improve an existing design for the Reminder Settings page, originally created by the other designer on the team.
The Feedback
Client raised key concerns about the original layout:
The layout felt repetitive and visually long-winded, especially for similar message types (WhatsApp, Text, Email).
Lack of clear visual separation or indicators made it harder to distinguish between reminder types.
Suggested that WhatsApp and Text Message could share a single message body due to their similarity in length and format, while Email could remain separate.
Original Design
Each message type (WhatsApp, SMS, Email) shown in full separately, causing visual repetition.
Improved Design
As part of the onboarding flow for TaxMinder, I was tasked with designing the Client Intake Form, which plays a central role in generating a user’s personalized tax calendar. The intake form questions and logic were fully provided by the client. My role was to translate this complex, tax-heavy document into a clean, user-friendly form that supports dynamic input and scales with future needs.
The Challenge
I was provided with a detailed intake document from the client, outlining various entity types, financial accounts, real estates, foreign interests and their associated data fields. The goal was to translate this raw content into a structured, user-friendly interface that users would complete after registering for an account.
Snippet of intake document
My Design Approach: Client In-take Form
I broke down the lengthy intake into 5 clear steps to reduce overwhelm and guide users through the process gradually.
Prioritized whitespace and readability to maintain user focus, even in data-heavy sections.
Designed reusable, expandable components that respond to user selections (e.g., selecting multiple entity types).
Included disclaimers and user acknowledgment where needed to clarify TaxMinder's role and limitations.
View Figma for more detailed view on in-take form
As part of the end-to-end user experience design for TaxMinder, I designed several essential screens to support account creation, onboarding, and user management.
Want to explore more screens?
This project highlighted the importance of clarity and simplicity when dealing with complex topics like tax compliance. I strengthened my ability to design guided, user-friendly flows, especially for onboarding and data collection. Given more time, I’d initiate usability testing with real users to validate and fine-tune the flows.
Overall, this was a valuable collaborative experience that sharpened my problem-solving skills and reinforced the importance of adaptability in projects that evolve without finalized branding or visuals.
