Streamlining ERC eligibility and payroll intake.

Connecting qualification, document uploads, and refund progress in a unified mobile-first experience.

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PROJECT AT A GLANCE

One path from eligibility to refund progress.

Make qualification, payroll documents, and the next action clear for small businesses.

Role
Staff Product Designer
Focus
Tax Refund · Fintech · AI
Scope
ERC Mobile App 2.6

My contribution Research-informed flows, interactive prototypes, and reusable patterns for qualification, status feedback, data graph patterns, and the design system.

01 /Research

Discovery & research

The research approach, source material, and what can be substantiated.

Discovery combined a product audit, competitor review, stakeholder input, user interviews, flows, prototyping, usability testing, and iteration.

Product audit and research planning from the original project materials.
Interview synthesis board from the original project materials.
02 /Design decisions

Make each financial step clear.

What I chose, why it mattered, and how it became an experience.

Decision 01

Break qualification into focused steps

Guided business and employee questions lead to an initial estimate, helping people understand the process before moving into the document workflow.

Explore wireframes & ideation
Decision 02

Make document progress visible

Payroll records, upload states, confirmations, and connection errors each have a clear status and next action.

Explore wireframes & ideation
Decision 03

Build a consistent mobile foundation

Reusable, token-based components support forms and financial views across light and dark explorations. The prototype also explores data visualization, micro-interactions, haptic feedback, global styles, and voice UI; the brief lists an Ernst & Young API connection.

Explore wireframes & ideation
WIREFRAMES & IDEATION

Make the next step easy to find.

From early structure to visual directions: choose a service, organize business information, and follow refund progress. Select any screen to inspect it.

01 / Structure & navigation

01Dashboard overview

Bring refunds, advances, progress, and required actions into one overview.

02Choose a service

Start with a clear choice between tax credit refunds, advances, and loans.

03Track each refund

Group refund amounts, application stages, and next actions in repeatable cards.

04Organize company details

Keep business, payroll, and financial information in clearly labeled sections.

02 / Visual & interaction ideation

Dashboard direction

Explore a visual hierarchy for balances, progress, and actions that need attention.

Refund journey detail

Connect the next action, milestone timeline, signed documents, and tax preparer in one view.

Affiliated company entry

Explain why related businesses are needed while keeping the current qualification step visible.

Affiliated company confirmation

Show added businesses and confirmation feedback before the customer continues.
SEE THE EXPERIENCE

Product walkthroughs

Explore the mobile journey and a short voice-and-text interaction.

Product overview

Original project video showing the Innovation Refunds mobile product direction.

Voice and text interaction

Original short recording of the voice and text interaction exploration.
LESSONS & TRADE-OFFS

Clarity at each step beats more automation.

Make recovery part of the flow

Show upload progress, errors, and a clear next action. Do not make a failed connection feel like starting over.

Balance speed with review

Keep requirements and confirmation close to the action so customers can check their information before continuing.

Reuse familiar patterns

Consistent inputs, status feedback, and financial views make the experience easier to learn and hand off.

03 /Outcomes

Reported impact.

What the work produced and what can be supported by the available evidence.

Direction & reported outcomes

A mobile-first claim flow spanning eligibility, payroll documents, financial views, and progress states.

Reported from data
  • 45%higher onboarding completion
  • 30%better dashboard comprehension
  • 25%higher task success
  • 40%faster refund-claim process
  • 40%less developer handoff time