Prototypes

Client Intake Form Prototype

Enter full screen by clicking the top-right icon to best interact with this prototype.

Our tax team needed an intake form for multiple end-users. Clients were defined as financial advisors and clients of financial advisors, both types requiring tax returns filed for business, personal, or other entities. Some clients dealt directly with our tax team, while others only dealt with a financial advisor. Due to the complexity of the tax returns and potential clients, many outcomes came from this.

New Payment Workflow Prototype with List View Updates

Enter full screen by clicking the top-right icon to best interact with this prototype.

The problem that was solved in this scenario was that we were trying to streamline the payment workflows from every list view and client contact records to set up the ability to create better automations for clients.  Therefore, this prototype only displays paths that align with feature updates.