Client:

TaxRise

Category

Web App

My Role:

Lead UX/UI Designer

Duration:

8 Months

Live Preview

Live Preview

What is Purgo?

The tax relief industry usually serves clients who have a minimum tax liability of $10,000. This leaves an untapped market for those with lower tax liability in the $1,000-$10,000 range.


  • Purgo is a child product from TaxRise, a professional IRS tax service.


  • Purgo serves taxpayers who owe to the IRS an easy-to-use, transparent, and affordable way to resolve their tax issues.


  • Users will answer questions online instead of the traditional method of having to speak to someone on the phone to find out what they qualify.

What is Purgo?

The tax relief industry usually serves clients who have a minimum tax liability of $10,000. This leaves an untapped market for those with lower tax liability in the $1,000-$10,000 range.

  • Purgo is a child product from TaxRise, a professional IRS tax service.


  • Purgo serves taxpayers who owe to the IRS an easy-to-use, transparent, and affordable way to resolve their tax issues.


  • Users will answer questions online instead of the traditional method of having to speak to someone on the phone to find out what they qualify.

Problem Statement

Problem Statement

Problem Statement

A tax payer who owes less than $10,000 to the IRS, needs help findings which tax resolution is best suited for their situation.

Discover

Define

Ideate

Design

Product Users

Product Users

  • 25-70 years old

  • Located in the US

  • Can’t afford traditional resolution fees

  • Owes $1,000 - $10,000 to the IRS

  • 25-70 years old

  • Located in the US

  • Can’t afford traditional resolution fees

  • Owes $1,000 - $10,000 to the IRS

Discover

High rates of clients with under 10k tax debt (demographic for purgo) are around age 58, year 1964.

Discover

High rates of clients with under 10k tax debt (demographic for purgo) are around age 58, year 1964.

User Segments

User Segments

Gathered research from interviewing tax professionals, and listened to client calls
We discovered:

Gathered research from interviewing tax professionals, and listened to client calls
We discovered:

Clients don’t want to speak to a sales person to resolve their tax issue
Cannot afford or do not want to pay traditional resolution fees
Have been turned down by other tax relief firms for not owing amount higher than $10,000

Define

Define

Purgo- /ˈpur.ɡo/
to purge

Purge- /pərj/
verb
1. To rid (someone or something) of an unwanted quality, condition, or feeling.

  1. To free of something unwanted

Purgo- /ˈpur.ɡo/
to purge

Purge- /pərj/
verb
1. To rid (someone or something) of an unwanted quality, condition, or feeling.

  1. To free of something unwanted

User Challenges

User Challenges

Are not tech savvy
Frustrated with their tax problems
May not fully understand their tax problems
May be skeptical about entering sensitive information

Features & Functionalities

Features & Functionalities

To resolve user needs

To resolve user needs

Lead form for users to find out their qualification

Simple walk through of users resolution process

Establish price points clients are comfortable paying

Customer’s Journey

Customer’s Journey

User Flow

User Flow

The link below is the basic architecture of the lead form. The user answers set of questions that funnels them towards a resolution based on their case.
This collaborative reflow was created with the team members of the UX design team, Tax Professionals, Product Manager, and CEO.

The link below is the basic architecture of the lead form. The user answers set of questions that funnels them towards a resolution based on their case.
This collaborative reflow was created with the team members of the UX design team, Tax Professionals, Product Manager, and CEO.

Lo-Fidelity Wireframes

Lo-Fidelity Wireframes

View the Lo-Fidelity Prototypes

View here

View here

User Testing

User Testing

A focus group plan was created to reach out to in-house employees. The hope of the testing are to understand how the copy, flow, resolution screens and payment screens are perceived to users and if they are up to the IRS standards.

We conducted 2 rounds of user testing with 4 participants each.
-Click here to view interview notes-

A focus group plan was created to reach out to in-house employees. The hope of the testing are to understand how the copy, flow, resolution screens and payment screens are perceived to users and if they are up to the IRS standards.

We conducted 2 rounds of user testing with 4 participants each.
-Click here to view interview notes-

Test Findings

Test Findings

The headers and questions were unclear and open ended
Users were unsure of how long the process was going to take
Users felt like the service fee was unclear and not mentioned anywhere beforehand

After gathering the findings from the user testing, we refined and decided on new changes.
-Click here to view testing refinments-

After gathering the findings from the user testing, we refined and decided on new changes.
-Click here to view testing refinments-

Takeaways and Challenges

Takeaways and Challenges

We were able to gather user’s main tax questions to determine their liability
The duration of the lead form was not clear to users
We had to test on in-house employees due to deadlines
Only 1 out of the 8 participants had tax debt and owed to the IRS

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