Domain
Finance & Fintech
Platform
Mobile, Web
Services
Strategy, Design
Simplifying cumbersome income tax filing process
Website redesign & a brand new seamless ITR flow design enabling both individual users & organizations to file taxes in a swift & hassle-free ecosystem, focused on bigger tax savings, without the need of any third-party assistance for Cleartax. Cleartax is India’s largest tax and financial services software platform for individuals, tax experts, SMEs and enterprises having catered to 2.5 million+ individuals & 40,000 organizations & enabled $ 1000 Cr+ in tax savings.
Challenges
Redesign the existing ITR with the journey optimized for non-salaried professionals (those without a Form 16) such as freelancers & business owners, making tax-saving tools easily discoverable by all users, simplifying the entire tax filing journey across the complete spectrum of users – salaried individuals to organizations, and making the entire process faster with automations across the platform.
Solution
Transformed the complex, jargon-heavy, time-taking, & dull process of tax filing into a superfast, easy, uncomplicated, & engaging journey, optimized for the complete spectrum of users (salaried/non-salaried), with a focus on unlocking higher tax savings & making Indian taxpayers more financially savvy.
Painpoints discovered
Complications galore
Indian tax system is 2nd most complicated tax system in Asia
Frequent changes
Frequent policy changes make it difficult keep a tab
Time-taking
Tax filing is a complex & cumbersome process in itself
Need external help
End up taking assistance from CA’s or other external parties
Our
strategy
Keeping in mind the mission of Cleartax which is “simplifying finances for all”, we decided on designing a comprehensive & seamless platform for ITR filing that reimagined this cumbersome process in a swift & hassle-free ecosystem
Simplifying the complex
Helping Cleartax attain their vision of simplifying taxes
Swift & seamless
Making tax-filling swift & hassle-free with guided automations
The full gamut
Optimized for a diverse range of taxpayers with focus on tax savings
Design
execution
Simplified visuals & flows with clear guidelines & automations optimized for 25+ user personas, along with helpful snippets & plethora of tax saving instruments, making way for a swift, seamless, & comprehensive ITR filing portal.
Complete transformation of their existing UI, bringing a consistent visual design language across all their sub-products page(s), improving aesthetics, adding custom-made icons & illustrations that resonated with their complete gamut of their users.
Visual design
Complete transformation of their existing UI, bringing a consistent visual design language across all their sub-products page(s), improving aesthetics, adding custom-made icons & illustrations that resonated with their complete gamut of their users.
The
outcomes
With the new ITR flow for Cleartax we drastically reduced the time taken for tax filing, from days to minutes! In addition to this, the new website has helped more than 2.5 lakh Indian taxpayers & 40,000 organizations file their tax returns with ease & more savings with the potential of helping the 140+ million taxpayers in the country for the same.
Through our ventures driven by design thinking and our unwavering commitment to empathy-driven designs, we successfully streamlined the tax filing process for hundreds of thousands of Indians. Our transformative solutions for one of the largest fintech companies in India eliminated the need for third-party assistance or intermediaries, empowering individuals to file their taxes with ease while prioritizing tax savings.
Eager to replicate the same success with your fintech product? Contact us here
