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Tax obligation management
Role
Product designer — Feature Scoping, Research, Interaction Design, Visual Design, Prototyping
Outcome
Designing for 130K users across more than half the Fortune 500. Launching July 2026.
Timeline & Status
8/2025 - in progress
How might we modernize the tax obligation management experience to make adoption feel effortless?
Overview
Corptax already had a tax obligation management tool, but the UX was so difficult to navigate that users stopped using it. We needed to redesign the experience from the ground up, making it intuitive enough that users would actually want to switch and easy enough that adoption felt natural.
HIGHLIGHTS
Global obligation
Global Obligation is where users manage each individual tax obligation across their entities. From this workspace, they can track forecasts, document taxes paid, assign owners, and set deadlines to keep obligations on schedule and compliant.
Dashboard
The Dashboard offers a high‑level overview of obligation health across the company, surfacing what's due, what's at risk, and where action is needed.
Data import
Data Import streamlines how users add data to the system. Instead of entering records manually, users can upload files or connect to external data sources for a faster, more scalable experience.
AI Smart recommendation
We embedded AI capabilities to help companies stay compliant more efficiently. The system automatically suggests obligations that may be missing based on entity data and historical patterns.
CONTEXT
Moving from Legacy desktop APP to Corptax Web
Industry Shift
Corptax was making a company-wide shift toward web-first products — moving away from legacy desktop applications to deliver faster. The global tax software market reached $20.53B in 2025, and over 60% of it is now cloud‑based, showing that web platforms have become the industry standard.
Problem
Web portal failed to gain Adoption because it simply mirrored legacy desktop APP without UX
Usability issues:
1Obligation creation and updates relied entirely on manual data entry, making the process slow and inconsistent
2There was no way to see all obligations in one view — users couldn't tell what was due, what was at risk, or who owned what
Opportunities
1Reduce manual effort — Streamline how obligations are created and updated, minimizing repetitive data entry and the errors that come with it
2Surface what matters — Give users a clear, responsive view of their obligations so they can immediately see what needs attention
3Build toward intelligence — Design an experience that can incorporate AI-driven insights over time
Research
Research through talking to actual user
Corptax CONNECT
Corptax CONNECT, the company's annual user conference, gave us a direct line to the people we were designing for. We ran demo feedback sessions with tax professionals on the ground, showing early concepts and listening to how they reacted.
Research to insights
Learn from rhrough affinity mapping, we clustered raw observations into patterns — surfacing the themes that kept coming up across different users and conversations. What started as scattered feedback became a clear set of insights that guided every design decision moving forward.
Setup was so painful, users never got to the real value
The product's goal was simple — give tax professionals a clear overview of everything happening across their team.But getting there required manually entering thousands of entities from scratch. Most users hit that wall and walked away before they ever saw what the tool could do.
Insights
Give users a head start, not a blank slate
Starting from zero for every obligation was the biggest reason users walked away. Letting users get to a working state fast, then adjust from there.
1File import — users can upload existing entity data directly or set up integration, skipping manual entry entirely
2Rule-based templates — jurisdiction rules are pre-configured, so users select and apply rather than type from scratch
Let AI catch what humans miss
With hundreds of entities and dozens of jurisdictions, it's easy for obligations to slip through unnoticed. AI can proactively flagging what's missing before it becomes a compliance problem.
3Smart obligation suggestions — based on an entity's profile, AI recommends obligations the user likely needs but hasn't added yet
4Document scanning — users upload a document and AI reads it, extracting the relevant obligation details automatically
SOLUTION 1
Get started fast with seamless data import
Flexible data source
Users can upload directly from an Excel file or connect to an existing data source — whatever fits their workflow. For those starting fresh, we provide a public dataset they can pull from directly to get up and running immediately
Preview and select
Users see all available entities upfront and can select exactly what they want to bring inline editing and bulk edit let users make changes on the spot, so data arrives clean and ready to use without a separate cleanup step
SOLUTION 2
AI-assisted setup and gap detection
AI identify obligation gaps
AI compares existing obligations against jurisdiction rules and automatically identifies anything that's missing — Instead of relying on memory or manual cross-referencing, users get a clear picture of where their obligations fall short
Upload and let AI do the reading
Users upload a document and AI scans it automatically, extracting all relevant obligation details without any manual interpretation
SOLUTION 3
Full obligation oversight, built for scale
Grid built for scale
With 10,000+ obligations to manage, status indicators make it immediately clear what's overdue, due soon, or complete. Filters, search, and sorting by priority or deadline let users cut through the noise and focus on exactly what needs their attention
Dashboard tells the whole story
A high-level summary gives users and managers an instant read on where everything stands. Instead of scrolling through thousands of rows to understand the big picture, users get the answer at a glance and can drill down only when needed
