Motion
Nobody wants to think about taxes longer than necessary. Motion helps
make confusing steps feel obvious and long waits feel shorter.
These projects involved working closely with visual and UX designers
across marketing and product. Most were built in After Effects, but some
required contributing to production directly.
Connecting with an expert
Customers saw a static screen when waiting for an expert. I designed a
motion sequence that showcased our large network of experts to inspire
confidence and make the wait feel shorter.
Expert Handoff
Do-it-yourself customers could upgrade to hand off their taxes to
a professional. This is an in-product animation used to drive
conversions by showing the value of expert review.
Expert review
TurboTax launched a new paid service for real-time CPA review. This
landing page animation helps customers discover and understand what the
product offers.
Form 1099-B Sales Category
The 1099-B is a tax form for reporting stock investments. Users often
struggled to fill it out correctly because sales need to be entered by
category. This animation helps clarify the process.
Year over year auto transfer
Returning customers get their prior year data carried over. This
marketing email animation helps funnel returning customers by showing
how much time they'll save.
Helpful Nudges
Customers were paying for expert help but not using it. These contextual
nudges surfaced at moments of uncertainty to point them toward a benefit
they'd already unlocked.