10 — CASE STUDY / 2026
Taxfix — Make Taxes Year Round
A product case study on turning tax filing from a seasonal transaction into a useful year-round relationship.
How this study was done
Context
Tax products are often opened once a year and forgotten. This study examines how Taxfix could create recurring value between filing seasons without manufacturing engagement for its own sake.
Approach
I mapped the annual tax journey, identified moments when timely guidance can reduce uncertainty or preserve useful information, and separated genuine user value from notification-driven activity.
What I proposed
A set of year-round product initiatives that help people prepare gradually, respond to relevant life events, and reach filing season with less work and greater confidence.
How to read the deck
The deck above covers the seasonal engagement problem, user opportunities across the year, proposed initiatives, success measures, and key risks.