Summary

2018 Case study of Tucson Tax Team

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Website

Content was cut back to keep the target audience focused: a main navigation sytem with helpful resources, large buttons to complete key tasks, and several forms of contact information.

The new menu system helps clients find the forms and links they're often searching for.

Digitized client forms

More electonic forms like this were created in recent years to help clients come prepared for their appointment.

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Desired outcome

Shift the website's focus from that of acquiring customers to that of servicing existing clients: easily find, download and complete the proper forms prior to their appointment, access their secure portal, and pay their invoice.

Services provided

Software toolbox

Robert Mion is a designer, instructor, organizer and developer.

Photo of Robert speaking at a meetup in Charlotte, NC
He has created and improved user interfaces, websites and applications, and brand identities for companies in financial services, retail, security and technology industries.
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