iPad Tax Prep

Problem

  • Provide a way for users to file their taxes using an iPad.
  • Using the tax engine and interview screens from online, find a way to make a native iPad UI that makes the app feel like it’s on an iPad and improves the experience for users.

Process

iPadTax_Flow.png

Solution

  • Used years of research about navigation within tax prep products to design a left hand navigation menu in the native iPad UI.
  • Collaborated with a visual designer to create a look and feel that indicated the product was still in the H&R Block At Home family, but looked like an iPad app.
  • Worked through which pieces of the online interview screens needed to change to be compatible with interactions commonly expected on the iPad.

Main UI

Landscape

iPadTax_Main.png

Portrait

iPadTax_Portrait.png

Results

  • Designs performed better in usability studies than any previous product we’ve tested out of the box.
  • Satisfaction scores for the iPad app are higher than for the online product it’s based on.