Projects
AI Powered Deduction Finder
Self-employed tax filing is often overwhelming due to meticulous expense tracking. An intelligent auto-expense finder, examines financial transactions to automatically identify and categorize qualified business expenses. This design transforms daunting record-keeping into a seamless experience. As a result, users saw a 24% increase in claimed expenses and a 4% boost in overall tax completion rates, demonstrating enhanced confidence and efficiency.
Efficient Data Extraction Verification
Tax professionals demand 100% accuracy, making them wary of automated data extraction from PDFs or images. Our side-by-side validation experience directly addresses this trust gap. This design lets experts visually compare extracted data against the source document in real-time, confirming accuracy before filing. This not only builds crucial trust but also delivers significant efficiency, saving experts an average of 3 to 4 minutes per document, or roughly 15 minutes per tax return.
Seamless transition between platform
Users face a significant hurdle when moving from Credit Karma (CK) to TurboTax (TT) for tax filing, often leading to a fragmented experience. To address this, our focus is on creating a seamless and personalized transition. We're achieving this by enabling the secure and compliant sharing of essential financial data from CK members with the TurboTax ecosystem. This data sharing solution is built with strict adherence to legal regulations and user consent, ensuring data governance and privacy while significantly improving the overall user experience and delivering substantial business value.
