To simplify the process: One of the major pain points for most of the tax payees is filling out different tax forms that can get more complex and overwhelming when there are additional investments or many other factors that affects the tax calculation. Although going into digital we already had an edge of saving any data input that can be reused where needed without bothering the user, the obvious but difficult task was to make sure we are not making the process any more complex rather than simpler.

Data security while staying organized: For a product like this where data are highly confidential, success depends on how secured the system is. We had to consider how user can access and manage all their tax files without compromising their confidentiality.

A solution for everyone: The required solution had multiple roles to play. Where a user can do the whole process all by him/herself, he/she could also hire an agent to do the work on behalf. The solution needed to facilitate these roles individually while ensuring they also work together to achieve the desired goal.