Reimagining trust and clarity in tax
remittance multiclient workflows
Designing the firm-side dashboard and mobile client app to
simplify payments, deadlines, and approvals
UI UX
B2B SAAS
Web and Mobile
Overview
Accounting firms often rely on fragmented tools to manage client tax remittances: spreadsheets, shared drives, emails, portals all stitched together by overworked teams under tight deadlines.
At Remitian (then Taxpay), a stealth-mode fintech startup, I was brought in to redesign the firm-side dashboard and help kickstart the client-facing mobile app. The goal was to simplify how accountants manage multiple clients’ payments, approvals, and upcoming tax deadlines, while also giving clients an easy way to track remittance status.
ROLE
Led the redesign, delivering structured flows, wireframes, and polished UI prototypes
COLLABORATORS
1 Designer, 1 Business Strategists, 1 Product Manager, 3 Developers,
TIMELINE
12 weeks | Nov 2024 - Feb 2025
IMPACT
30%
reduction in manual steps
25%
drop in missed deadlines
15%
increase in first task completion
The Problem
Filing was scheduled. Payments weren’t. That’s where we came in.
Accounting firms often rely on fragmented tools to manage client tax remittances: spreadsheets, shared drives, emails, portals all stitched together by overworked teams under tight deadlines.
At TaxPay, a stealth-mode fintech startup, I was brought in to redesign the firm side dashboard and help kickstart the client facing mobile app. The goal was to simplify how accountants manage multiple clients’ payments, approvals, and upcoming tax deadlines, while also giving clients an easy way to track remittance status.
Monthly, quarterly, annually across many accounts, accountants were juggling.
Manual
Tracking
No reminders
Document Storage
Version control
Approval Requests
Lost in inboxes
Submission Portals
No syncing of status
Client Communication
Manual follow-ups
BUSINESS VISION
Redesign experience & help firms build trust, save time, and grow faster
Reduce missed or delayed payments
Help firms protect client relationships and avoid costly interest or penalties
Simplify workflows to increase efficiency
Replace fragmented tools with dashboard for payments, deadlines, and approvals
Deliver a premium client experience
Give firms a competitive edge with proactive, full service tax management
MEET THE USER
Immersing myself in the day-to-day helped uncover what’s broken
Understanding the user began with shadowing workflows, mapping tool handoffs, and surfacing what slows them down the most. This helped me go beyond surface-level pain points and design with real priorities in mind.
CURRENT USER JOURNEY
By identifying and focusing on the user journey, I was able to identify the most pressing current concerns
This allowed me to understand the current infrastructure and ask questions about logic, design system components, and subsequently frame how potential solutions may fit into the current solution.
Key UX Considerations
User Research Insights led to the prioritization of key solutions that support all acountant functions and scale effectively
How might we
make it easier for accountants to confidently answer client questions with real-time information no guesswork, no follow ups?
Solution
The firm's dashboard experience reduces back and forth, bringing clarity and calm to even the busiest tax season
Approach
To reduce noise & elevate actionability, I focused on simplifying the dashboard experience through three core principles:
Prioritize Action
Approvals and tasks are surfaced first to drive focus
Declutter by Context
Only relevant, time-sensitive info is shown upfront
Align to Workflow
Grouped by how accountants actually work not just system logic.
1
DASHBOARD
Prioritizing Approvals Upfront
2
PAYMENTS
Smart Filters
Lets accountants narrow down by amount, status, and tax authority, instantly surfacing what matters
Actionable Payment Table
A clear, scannable layout highlighting due payments, statuses, and key details at a glance.
3
CLIENT MANAGEMENT
Prioritizing Approvals Upfront
Key approvals are surfaced right away with clear cards for Pending My Approval and Pending Client Approval. Below, a timeline view breaks down what needs attention now making it easy to act without digging.
Tax Form Review & Edits
Quickly view uploaded tax files and edit core business info or filing details. Add, update, or delete tax forms and payment entries all in one place.
4
FIRM EXPERIENCE
Experience the Full Product in Action
A complete walkthrough showcasing the Dashboard. From approvals to uploads, get a feel for how everything works together fast, seamless, and ready to use.
30%
reduction in manual steps
25%
drop in missed deadlines
15%
increase in first task completion
PHASE 2 - CLIENT EXPERIENCE
Clients shouldn’t have to chase down their own tax payments we gave them one place to handle it all
Approve, skip, or deny
payments in a single click with built-in context
Manage bank accounts
to control how and when payments are made
View payments by tax type
and account, making tracking and reconciliation intuitive
DESIGN SYSTEM
Learnings
What Startups Taught Me: Designing with Urgency, Tradeoffs & Trust
Comfort with chaos is a superpower, clarity is often a luxury
Startups don’t come with playbooks. I had to jump in, ask the right questions, and make confident calls even when direction was fuzzy. Instead of waiting for clarity, I learned to create it.
Business needs and user needs can pull in opposite directions
There were moments when what users wanted didn’t quite align with business constraints. I learned how to negotiate and prioritize, finding that middle ground where both could coexist.
This is just a part of the story…
Reach out for more on this project!