CNN Politics
During Summer 2022, I joined Intuit as a Product Design Intern on the TurboTax Flagship team. Over the course of 9 weeks, I worked primarily on the How to Spend Your Tax Refund project, which aimed to help 18.2M low-income TurboTax users decide the best way to user their tax refund towards meeting their financial goals. I designed the MVP experience, with the dry test planned for release in Q3.
MY ROLE
Product Design Intern
THE TEAM
Mike Baker (manager)
TIMELINE
February - April 2023
The Solution
Your personalized financial journey
Your personalized financial journey highlights what stage you should be focusing on and should be putting your refund towards to level up financially the fastest. Explore additional action items to level up for categories you’ve already mastered and areas you can prepare for in the future.
Immediately put your refund to work through the recommended options, with direct linkages to your account and the ability to split refunds among multiple financial goals.
Put your refund towards your goals instantly
Browse actionable resources
Browse additional personalized resources that can help you manage your finances across all categories — whether that’s securing a lower rate on student loans or unlocking more savings with a high interest account.
Designing Election Delegate Tracking Component and Visualizations
I am a low income TTO customer receiving a tax refund bigger than any paycheck I’ve received this year
I’m trying to decide the best way to spend my refund to meet my financial goals
But I don’t know how I should prioritize paying off my various living expenses, debt, and other purchases to meet these goals
Because I rarely have the opportunity to plan financially beyond my day-to-day expenses and don’t know all the financial implications of these decisions
Which makes me feel confused, frustrated, and not confident that I’m making the right decision.
Customer Problem: Where do I put my refund?
Learnings
1. Prototyping without permission
This is a value that is practiced highly within Intuit. Through adopting it, I learned to be proactive about prototyping in order to ideas or kickstart conversations
2. Collaborating cross-functionally
Working with different disciplines including PM, content design, user research, data science, and engineering helped me practice how to communicate better and align on goals
3. Solving for business AND delight
As my first design internship at a large company, I learned not just the design process and skills, but also product strategy and how design fits into larger business goals
