UI/ UX Design
Fintech
AI-Powered Tax Planning Platform
Design Brief
TaxP is a conceptual mobile application designed to make tax planning less overwhelming. It combines personalized tax insights, an AI assistant, and access to financial experts within a unified experience, helping users understand their tax situation and make informed financial decisions with confidence.
Simplifying tax planning through AI-driven guidance and intuitive financial planning.
The Challenge
Tax planning is often associated with complex terminology, fragmented information, and uncertainty around deductions and filing. Many users struggle to identify relevant tax-saving opportunities or know when professional guidance is required.
Touch Points
Wireframe
Design Brief
The design challenge is to create a clean, consistent, and user-friendly interface that helps users navigate their tax information confidently, interact naturally with AI for support, and understand personalized tax strategies. The solution must balance clarity, functionality, and visual appeal.
UI Design
Prototype
This project challenged me to design for a domain where trust, clarity, and usability are just as important as aesthetics.
Key Outcomes
Simplified navigation for tax-related tasks.
Reduced visual complexity through structured information hierarchy.
Introduced an AI-powered assistance layer to improve accessibility.
Created a modular design system for future scalability.
Balanced automation with human expertise through integrated expert booking
Mini courses to choose from for the user to choose from, educate themselves and make smart decisions.
Pumbaa as a name is inspired my character in the movie “The Lion King” who sings “Hakuna Matata” while helping Simba to navigate through the tough times. The individuals who can use this platform for Tax Planning have grown up on this movie, which makes the AI chatbot a friendly character which could help the user to navigate through the tedious process.
Experts pool for the user to book a call and make the right decisions to maximise their savings.
Key Decisions