Tax compliance platform
- Role
- Product Designer
- Core activities
- Design SystemSaaSDiscovery
- Period
- 2021
- Product Tags
- ComplyantSaaSDesign System
Context
The tax assistance product needed a clearer SaaS experience across budgeting, business records and notice-management workflows.
Product Landscape
Complyant / 2021
Tax compliance platform connected product strategy, user workflows and implementation constraints. The work needed to support the immediate feature scope while leaving the product easier to extend.
Tax assistance SaaS redesign for budgeting, businesses and notices.
- Design System scope
- SaaS scope
- Discovery scope
- Prototyping scope
- User Testing scope
Challenges
The work started with a set of product, workflow and system constraints that had to be resolved without slowing delivery.
- Tax workflows were complex and spread across several modules.
- The dashboard needed to communicate status, priority and next actions.
- Users needed clearer navigation through compliance-related tasks.
Approach
Design process
I translated the product problem into reusable UX structures, validated the direction with stakeholders and prepared implementation-ready design specifications.
- Restructured the experience around Tax Budgeting, Businesses and Notices.
- Designed dashboard and multi-module interaction patterns.
- Prepared a cleaner UX direction for compliance-heavy workflows.
Outcome
The result was a clearer product experience, stronger delivery alignment and a more scalable foundation for future work.
- Improved product clarity for tax assistance workflows.
- Reduced fragmentation across core modules.
- Created a more scalable dashboard and navigation foundation.
Reflection
General experience
Good system work is less about perfect component inventory and more about creating repeatable agreement between product, design, and engineering.
The most useful artifacts were the ones teams could apply immediately in delivery: decision rules, naming conventions, reusable states, and practical examples.
Featured Projects
My product design cases from the last few years.
