A form instead of email — the entire tax process in one application

Before

Completing a tax filing required cooperation between the client, their accountant and the tax administration system. Each party needed different data at a different time. Documents circulated by email, questions were answered with delays and the status of the overall process was difficult to track. When multiple clients were handled simultaneously, the risk of an omission or delay increased with every new assignment.

Discovery

The product had to support three parties at the same time: the client, the accountant and the external tax administration system. The design process began by mapping who performs each action, in what order and which data must pass through every stage.

What we tested

• Forms and file uploads — can the entire data collection process take place within the application, with selected tasks delegated to the accountant?
• Documents and payments — can the application generate PDFs, handle subscription payments and transfer data to the tax administration system?

What changed

Instead of emails with attachments and status enquiries, there is a single workflow for the client, the accountant and the tax system. Each party knows what needs to be done and which stage the assignment has reached.

Client decision

The product was launched and served approximately 50,000 users.