Home

Solution 01

Walkthrough redesign

Solution 02

Tax deduction feature

Solution 03

Rapid testing framework

Result

2023 January

2023 July

2024 January

10x

growth

700k

USD

70k

USD

0 USD

(free campaign)


Final Results

When we deliver the value users actually want, growth takes care of itself.

I shifted the UX from process-driven ("file faster") to value-driven ("understand and save on your taxes"),

so users saw real value instead of just a finished task. That reframe drove a 10× revenue increase in a year,

proof that when users see the value, growth follows.

Increased Conversion Rates

Paywall (Payment Rate)

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between tax deduction users and non-users

Entry to Calculation Page

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61.1% (2023 January) → 97% (2024 January)

Increased Activation Rate

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13.9% (2023 January) → 19.5% (2024 January)

Increased User Satisfaction

72.2 →

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Net Promoter Score (NPS)

Increased Acquisition per Tax Season

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38,000 (‘23 January) → 216,000 (‘24 January)

Increased Returning Payers

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21% (2023 January) → 31% (2024 January)

Retrospective

What This Project Taught Me

Project

Overview

After we launched the VAT filing service (0→1), the team made it free to drive acquisition. Sign-ups grew 136%, but activation stayed flat at ~14%. I stepped back and spotted the real gap: it wasn't usability. We had been building a "faster filing tool," but users actually needed a service that helped them understand and save on their taxes.


As the sole designer, I reframed the challenge from cutting friction to making value clear and trustworthy. I led a redesign that surfaced potential tax savings upfront and showed users how their results were calculated, building confidence. To learn what actually motivates users, I set up a rapid experimentation framework and ran 8 A/B tests in a two-week tax season. The result: a 10× revenue jump from $70K to $700K, a 22% lift in payment conversion, and noticeably stronger user trust.

Role

Sole product designer

Led UX strategy and rapid experimentation that drove 10× revenue growth in one year

Team

Product Managers

2

Tax Planners

2

Marketer

2

Front-end Developers

2

Back-end developers

2

CS manager

1

Timeline

2023 January - 2024 January (1 year)

Key Skills Applied

UX Strategy &
Problem Framing

Found that low activation came from missing perceived value, not usability, and reframed the problem around trust and visible benefits

Rapid Experimentation & Growth Strategy

Built and led a rapid experimentation framework, running 8 A/B tests in a 2-week tax season to find the key drivers of motivation and conversion

Value-Driven UX Design

Redesigned the experience to show value upfront and explain results, so users see what they gain and feel confident finishing

Impact

10X Revenue Growth

70k → 700k USD

Revenue growth after the redesign

Higher Payment Conversion

+22%

Paywall lift from

the tax-deduction feature

Increased User Satisfaction

72.2 → 75

Net Promoter Score (NPS)

Project

Overview

After we launched the VAT filing service (0→1), the team made it free to drive acquisition. Sign-ups grew 136%, but activation stayed flat at ~14%. I stepped back and spotted the real gap: it wasn't usability. We had been building a "faster filing tool," but users actually needed a service that helped them understand and save on their taxes.


As the sole designer, I reframed the challenge from cutting friction to making value clear and trustworthy. I led a redesign that surfaced potential tax savings upfront and showed users how their results were calculated, building confidence. To learn what actually motivates users, I set up a rapid experimentation framework and ran 8 A/B tests in a two-week tax season. The result: a 10× revenue jump from $70K to $700K, a 22% lift in payment conversion, and noticeably stronger user trust.

Role

Sole product designer

Led UX strategy and rapid experimentation that drove 10× revenue growth in one year

Team

Product Managers

2

Tax Planners

2

Marketer

2

Front-end Developers

2

Back-end developers

2

CS manager

1

Timeline

2023 January - 2024 January (1 year)

Key Skills Applied

UX Strategy &
Problem Framing

Found that low activation came from missing perceived value, not usability, and reframed the problem around trust and visible benefits

Rapid Experimentation & Growth Strategy

Built and led a rapid experimentation framework, running 8 A/B tests in a 2-week tax season to find the key drivers of motivation and conversion

Value-Driven UX Design

Redesigned the experience to show value upfront and explain results, so users see what they gain and feel confident finishing

Impact

10X Revenue Growth

70k → 700k USD

Revenue growth after the redesign

Higher Payment Conversion

+22%

Paywall lift from

the tax-deduction feature

Increased User Satisfaction

72.2 → 75

Net Promoter Score (NPS)

Background

After launch, the business decided to make the service free for the next tax season to drive acquisition. But even with free pricing and high sign-ups, the number of users actually filing stayed flat.

38,000 ppl

2023 January

89,000 ppl

2023 July

Acquisition

+136%

13.9%

2023 January

14.1%

2023 July

Activation

+0.2%

But,

I used 5 Whys to find the root cause of UX problems.

The team's instinct was to fix each issue on its own. But all three pointed to one shared cause. I ran a 5 Whys analysis, tracing the quantitative and qualitative findings down to a single root cause.

What Happened

Activation remained flat (+0~0.2%) despite free pricing and 136% increase in acquisition.

03

Why?

They didn't see how it actually

benefited them

VOC : Users didn’t notice how it saves taxes

04

Why?

The interface showed the simple process,

not the reward

VOC : Users weren't sure whether they did it right

05

Why? - Root Cause

We delivered functional value (easy filing), but users wanted emotional and financial value (confidence and savings)

02

Why?

Their motivation was extrinsic (it's free),

not value-driven

VOC : Users used it mainly because it’s free

01

Why?

Users didn’t feel motivated to complete filing

High drop-off in key screens

80% of users from related services didn't engage

I realized the UX problems were just symptoms, and the real challenge was finding the root cause beneath them.

01

Design Direction

Build trust and confidence through guidance

Help users understand how their tax is calculated, not just how to finish fast

Solution 01

Redesigned the walkthrough to

explain each step and build

confidence in the results

02

Design Direction

Make Benefits Tangible

Add features that show users how to reduce or deduct their VAT

Solution 02

An automated tax-deduction feature that shows exactly how much users save before they pay

03

Design Direction

Validate perceived value fast

Use rapid experiments to test what users value and keep optimizing for activation

Solution 03

A rapid testing framework to find which value signals drive activation within the 2-week tax season

I used the insight to reframe the team's mission:

we weren't building a faster filing tool, we were building a service that helped users

understand and save on their taxes. The shift gave us three clear design directions,

each targeting a different side of perceived value.

to Value Driven UX

The Reframe : From Functional UX

Design Direction

Analysis

To understand why activation stayed flat, I paired behavioral data with user feedback to uncover the real problem.

To see why strong acquisition wasn't turning into activation, I paired behavioral data (quantitative)

with user feedback (qualitative) to find the gap between what users did and how they felt.

UX Problem 01

Trust issues

Users doubted whether their calculated results were accurate

UX Problem 02

Unclear value proposition

Users came because it was free, not because they saw real value

UX Problem 03

Weak perceived benefit

Users wanted tax-saving insights, but the service never surfaced that value

Quantitative findings

What happened? · Key behavioral patterns

01

High drop-off on key funnel screens

02

Fewer landing-page clicks (lower engagement)

03

Low reactivation from existing SMB users of a similar service

Qualitative findings

Why it happened? · Key user insights

Direct evidence

13.7%

stopped due to inaccuracies in the calculated tax

15.4%

weren't sure

they filed correctly

User 1

I was worried the estimated tax amount might be wrong

User 2

It’s not accurate. The refund amount is different

3.4%

weren't sure

the process had finished

User 4

I’m not sure if I did it correctly

User 5

I wasn’t even sure if it was finished

Circumstantial evidence

57%

used it simply

because it was free

User 3

The best part was that it didn’t cost anything

User 2

I tried it because it was free, but I’m not sure I’ll use it again

33%

of non-users stuck with their old way

User 4

I’m used to filing on Hometax, so I didn’t feel the need to switch

User 3

Using a new service looked more troublesome

Circumstantial evidence

26.5%

wanted tax-saving info but weren't satisfied

User 1

I wish it showed me how to save on taxes or get deductions

User 2

I want to instantly see how much I’m saving through this

Solution

01

Redesigned the walkthrough experience

Strategic Intent

Reframed the walkthrough from a quick calculation into a guided experience that helps users understand and trust the results.

01

I started with why the design failed: it rushed users to a result they couldn't understand.

Hypotheses

If we guide users through each step with clear explanations before showing the final result, they’ll trust the calculation and feel confident finishing.

1

UX Problem

VAT result appears too abruptly, so users struggle to trust the calculation result.

Potential Solution

Show results after users review how the tax is calculated, helping them see the logic behind the outcome.

Value

Build trust through transparency

2

UX Problem

No clear explanation of what the numbers mean.

Potential Solution

Add plain-language guidance for each calculation step.

Value

Add clarity through context

3

UX Problem

Long, dense screens reduce focus and engagement.

Potential Solution

Split long screens into shorter steps that keep users engaged and assured.

Value

Build confidence through guidance

02

I explored 4 directions to make

guidance feel trustworthy.

I picked the conversational walkthrough (Option A). It balanced clarity, reassurance, and flow, but more importantly it felt personal, which fit our hypothesis best: users trust what they can understand and feel guided through.

Our Pick!

Description

Step-by-step guide with an AI persona that explains the numbers

Each field gets a short explanation

Adds a progress tracker as users move through the flow

Before the result, shows short illustrated steps of how tax is calculated

UX Principle

Conversational trust, since people trust what feels personal and guided

Progressive disclosure,
since showing everything at once overwhelms

Goal-Gradient Effect,

since visible progress motivates completion

Cognitive mapping,

since understanding the process builds confidence

Rationale & Evaluation

Builds empathy and feels guided, like talking to an expert

Can slow down experienced users who want speed

Low cognitive load, with context right next to each input

Feels too technical and lacks emotional reassurance

Motivates completion and lowers perceived effort

Helps momentum, but not trust or comprehension

Improves conceptual understanding

Adds extra steps that may feel like friction

Direction 01

Conversational Walkthrough

Direction 02

Inline Contextual Hints Design

Direction 03

Visual Progress

Direction 04

Sequence Hints

Final Design

A walkthrough that explains the numbers, so trust builds with each step.

Key Result 01

Significant
conversion lift.

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61.1% →  97%

The largest conversion lift by single design change and adopted as an internal design benchmark.

Key Result 02

User feels more confident.

"I finally understood the calculation"

"The step-by-step explanation made me feel confident in the result"

"I used to double-check everything on Hometax…(now I don't need to)"

Hypotheses

If users can clearly see how much they save and
the process feels effortless and trustworthy through automation, they’ll see the service as rewarding,
reliable, and worth paying for.


Design Direction

A flow that calculates potential deductions

and shows the exact savings

before payment

Value

Make financial value visible before payment

User Pain 01

Users wanted savings info. The product never showed it.

26.5%

wanted tax-saving info but not really satisfied with the current version

"I wish it showed me how to save on taxes or get deductions…"

"I want to instantly see how much I’m saving through this"

Design Direction

Guided review that finds eligible deductions for them, reducing the process to a simple confirmation

Value

Reduced mental load to focus more on rewards

User Pain 02

Users wanted to save money but the process made them give up halfway.

Up to

47.9%

of total VOC data reported difficulty in either manual input or tax deduction process.

"I didn’t know if I did it right."

"Too many steps so I just gave up halfway…"

01

All pain points led to the same need:
users wanted to save real money, not just time.

Key Results

Results confirmed the hypothesis: users are more willing to
pay for the service when they see how much tax they can save.

Key Result 01

More users
converted at the paywall.

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Payment rate rose 22% after we surfaced tax-saving value before payment (validated by A/B test)

Key Result 02

New revenue.

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USD

Key Result 03

Average money
saved per user.

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Solution

02

Saving users real money,
not just time: designing
the tax deduction feature

Strategic Intent

Shift the value proposition from "we file for you" to "we save you money," and prove it with real numbers before asking for payment.

1

Hook users before the details

Users see the deduction opportunity before the detailed calculation, hooking them with what they can save before they dig into the numbers.

2

Quiz-style eligibility check to reduce drop-offs

We need the business type before calculating deductions. Instead of a form, I built a card-based yes/no flow that takes seconds, turning a likely drop-off point into an effortless step.

4

The final impression: reward, not completion

I designed the final screen to show exactly how much users saved through deductions. The last thing they see before paying shouldn't be a finish line, it should be a reward.

Solution

Smart Tax Deduction Feature

Sales details page

Automation is fast, but blind automation erodes trust.

So I added a review step where users see exactly what was found and can adjust it. That gives them ownership of the outcome, and room to fix anything the system gets wrong.

3

Build trust through transparency and control

After collecting data on user pain points and unmet needs, I didn't jump straight to solutions. I first asked: what value are users actually seeking? The answer shaped the features I built.

Old testing model

When expected conversion rate is not achieved

Identify causes from multiple data perspectives

DA

PM

PD

Conduct ideation sessions

PM

PD

FE

Create and discuss design concepts

PM

PD

FE

Handoff to FE and start development

PD

Set up and run experiments

PD

FE

Result analysis

DA

PM

PD

New testing model

Conduct early ideation, hypothesis building, and design work ahead of major tax or filing seasons

PM

PD

FE

When expected conversion rate is not achieved

Handoff to FE and start development, some have been developed

PD

Run experiments

PD

FE

Result analysis

DA

PM

PD

January 13th

January 14th

January 15th

January 16th

January 17th

January 18th

January 19th

Statistically Significant

Insignificant

Statistically Significant

Statistically Significant

Insignificant

Insignificant

Statistically Significant

Statistically Significant

Solution

I built a rapid testing framework that lets us prepare experiments before the season starts and iterate almost in real time once it opens, compressing weeks of learning into days.

Problem 01

We could only test with

real users during tax season and no other validation
window existed

Problem 02

Each season is only 2 weeks,

so every day without a live experiment is a

day of learning lost

Problem 03

Every test carries real stakes: a bad variant doesn't just dent a metric, it damages trust in a service people use once a year

Challenge

How might we test multiple hypotheses within a week

without sacrificing design quality or measurement accuracy?

Rapid testing is an internal tool, but its real purpose is to confirm and deliver what users truly value in days, not months.

Solution

03

Building a rapid A/B testing framework to validate value faster

Strategic Intent

The redesign needed proof, and we had exactly 2 weeks to get it. So I built a testing framework to compress months of learning into days.

We had a limited testing window each year, which made learning slow.

Old model: react when conversion drops.
New model: ready before it does.

The new rapid testing model shortens the workflow by preparing design variations in advance, so we can act immediately if conversion rates fall below expectations

Setup

Waited until drop-offs occurred, then ideated reactively

A/B test setup time

2–3 days

Max experiments per week

2–3

Collaboration

Sequential between PM-PD-FE (waterfall)

Setup

Pre-built test variants & hypotheses before season starts

A/B test setup time

< 1 day

Max experiments per week

8-10

Collaboration

Parallelized early with PM, PD, FE co-ownership

The fallback plan: when conversion drops below target.

If conversion underperforms, the framework guides fast hypothesis testing and UX adjustments

Result

I ran 8 A/B tests in a single week during tax season using the new framework.

Key Results

The framework let us find what users valued faster.
And every funnel improved because of it.

Key Result 01

Average conversion rate increases on each funnel.

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Key Result 02

Increased
experiment velocity.

2 →

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tests/week

Due to confidentiality, detailed A/B testing results owned by Jobis & Villains Co. cannot be disclosed

From 1 → 100

From 1 → 100

How reframing the product's value

turned flat activation into 10X growth

How reframing perceived

product value turned low activation into 10X growth

The Challenge

After making the service free, sign-ups jumped 136% but activation stayed flat at ~14%. Free pricing brought users in, but something stopped them from finishing.

The Strategy

I ran a 5 Whys analysis combining behavioral data with user feedback, and traced every drop-off back to a single root cause: we delivered functional value (easy filing), but users wanted emotional and financial value (confidence and savings). They saw a "tax filing tool," not "a way to save money."


So I reframed the mission: we weren't building a faster filing tool but we were building a service that helped users understand and save on their taxes. This shift defined three design directions: build trust through guidance, make benefits tangible, and validate perceived value rapidly.

Redesigned the walkthrough experience

Solution 01

I reframed the walkthrough from a quick calculation flow into a guided experience that helps users trust the result.

After exploring 4 directions, I chose a conversational walkthrough an AI-persona guide that explains each calculation step in plain language before showing the final number. Users trust what they can understand.

Results

Entry-to-calculation conversion jumped from 61.1% to 97% and became the largest single-design lift in the product.

Make Benefits Tangible:
Designing the Tax Deduction Feature

Solution 02

I designed an automated deduction flow that surfaces savings before the paywall, shifting the value proposition from "we file for you" to "we save you money."

The flow hooks users with savings upfront, replaces a drop-off-prone form with a card-based yes/no quiz, and ends on a reward screen showing exactly how much they saved. I added a transparent review step so users could adjust the automated results and keeping ownership in their hands.

Results

Increase of 22% in payment conversion, validated via A/B test.

Validate Perceived Value Faster with a Rapid A/B Testing Framework

Solution 03

I built a testing framework to compress months of learning into the 2-week tax season. I shifted the workflow from reactive (wait for drop-offs, then ideate) to proactive by pre-building variants and hypotheses before the season starts, with PM, PD, and FE working in parallel instead of sequential handoffs.

Results

A/B test setup time dropped from 2–3 days to under 1 day, and we ran 8 A/B tests in a single week of tax season.

Before

Setup

Waited until drop-offs occurred, then ideated reactively

A/B test setup time

2–3 days

Max experiments per week

2–3

Collaboration

Sequential between PM-PD-FE (waterfall)

After

Setup

Pre-built test variants & hypotheses before season starts

A/B test setup time

< 1 day

Max experiments per week

8-10

Collaboration

Parallelized early with PM, PD, FE

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