H&R Block Accuracy Review and Tax Summary
Reduce user fallout during the Accuracy Review and Tax Summary stage of the tax interview, improving clarity and usability. By refining the tracking system, we pinpointed key dropout areas and implemented targeted enhancements to reduce fallout and increase user retention. These updates are now live in H&R Block’s DIY Product—complete with a little celebratory confetti for a more delightful experience.
Results
Identified dropout points during the Accuracy Review and Tax Summary stage via improved tracking and user testing.
Conducted user testing to determine the preferred method for error correction, leading to a more intuitive process.
Launched enhancements that reduced fallout, increased user retention, and improved the overall filing experience.
Property of H&R Block