Tax that’s really Turbo

Problem

Every year, returning TurboTax customers faced the same frustration: spending an hour or more re-entering information they’d already given us. Filing felt repetitive and time-consuming for people who just wanted to be done.

Solution

We reimagined tax filing for repeat users with an AI-driven experience that remembered them. By pre-filling, simplifying, and skipping what hadn’t changed, returning filers could finish in minutes, not hours.

Outcome

Within four months, we shipped a brand new, fully compliant, native experience that helped customers file 4× faster and lifted satisfaction by 20 NPS points over the core product. This pushed the org to adopt new design patterns and invest in AI to more deeply personalize the customer experience—before it was cool.