TaxBot

TaxBot Conversational Assistant

Designed an AI-powered chat interface guiding users through tax filings effortlessly.

TaxBot Conversational Assistant - Hero Image

Project Details

Client

TaxBot

Industry

FinTech / Tax Technology

Timeline

6 Weeks

Category

FinTech / Tax Technology

Our Role

UX/UI Design, Conversational Flow Design, Interactive Prototyping

Technologies

ChatbotAutomationUser Testing

Client

TaxBot - FinTech / Tax Technology company, which approached us to solve complex tasks in the field of fintech / tax technology.

Task

Most tax‐filing solutions rely on static forms and complex jargon, causing user frustration and costly mistakes. The challenge was to create a conversational interface that guides users step-by-step through their unique tax situations, providing real-time feedback and preventing errors without overwhelming them.

Our solution

We designed a natural language chat UI with instant calculations, seamless document upload workflow, proactive error prevention, and cohesive branding for a trustworthy user experience.

Project Gallery

Visual materials and project screenshots

Document Upload Workflow

Document Upload Workflow

Real-time Calculations

Real-time Calculations

Measurable Results

Specific metrics we achieved within the project

70%

Reduction in User Errors

45%

Faster Completion Time

95%

Positive User Feedback

Client Testimonial

"TaxBot's chat interface turned tax filing from a chore into a guided conversation—our users love how intuitive and error-free it is!"
LC

Lauren Chen

Product Manager, TaxBot

Ready to start your project?

Let's discuss how we can help you achieve your goals. We specialize in creating solutions that are not only beautiful but also deliver measurable results.