Creating compelling mobile apps start with good UX. In this session we'll take a look at what it takes to create a mobile app from the UX side of the fence. We'll start with experience maps, to task flows, wireframes, design plans, testing and prototyping. The workflow of UX.
Your first web application. From Design to LaunchDavid Brooks
Everyone has an idea for the next big web application, but what does it take to bring that application to life?
David Brooks walks you through the process from planning and design to launch. You'll learn what you need to know to build it, and how to fill the gaps you might have in your skill set.
Tom Leclerc discusses top questions about app store optimization (ASO). ASO is about optimizing visibility and attractiveness, not a silver bullet or directly measurable by downloads. Choosing keywords involves brainstorming, competitor analysis, and balancing traffic with competition. While ASO success varies, ranking in the top 20 for relevant keywords can help. Localization and following each platform's best practices are recommended. ASO requires ongoing effort such as revisiting keywords with each app update.
Marketing mobile et SEO : App Store Optimisation ASOSMX Paris
SMX Paris 2013
Emerger sur les App Stores grâce au SEO. Avec le développement du trafic sur mobile, et via les applications en particulier, il devient de plus en plus crucial d’être bien placé sur les stores d’applications. Mais comment arriver à émerger, car il y a de plus en plus d’applis et toujours pas plus de places disponibles sur les homes des stores. L’ASO (App Store Optimization) devient chaque jour un peu plus un outil indispensable de la trousse du marketeur et du référenceur.
How to Generate Pre-Launch Buzz with Content MarketingSteve P Young
Are you launching an app or a product?
In this presentation, you'll learn how to use content marketing to generate pre-launch buzz.
This is the exact strategy that I used to get over 150 emails and press for my latest app oSnap.
Take the full course on Udemy for just $17:
http://bit.ly/1olYzVt
Need help with your mobile app launch?
http://www.mobileappchat.com
Twitter:
https://twitter.com/stevepyoung
App Store Optimization (ASO) Basic Overview - Presented at Google Tel AvivSagi Dekel
- The document discusses app store optimization (ASO) for a 55-person marketing agency located in Udim that works with clients like Zynga, Playtika, and Tinder.
- It provides information on ASO techniques for Google Play and iTunes/iOS stores, including optimizing app page text, graphics, videos and keyword targeting to increase organic traffic and conversions.
- It also addresses challenges in accurately measuring the impact of ASO due to limitations of data and attribution from app stores and other external factors influencing installs.
App Store Optimization By MobileDevHQ (for SMX East)aoklein
This is the presentation our CEO, Ian Sefferman, gave at SMX East. It is an overview on ASO (App Store Optimization) and gives you the What, the Why and the How of ASO.
This document outlines Anatoly Sharifulin's recommendations for app store optimization (ASO) best practices in 2016. It discusses optimizing search visibility through keyword research, analyzing competitors, and testing app metadata. It also covers optimizing conversion rates by testing app page text and metrics. The goal of ASO is to improve search traffic and positioning as well as conversion rates through ongoing app store metadata and content optimizations.
This document describes user experience services that can help design and implement customer experiences for web properties using Vignette technologies. Key offerings include UX consulting, design services, and development services. UX consulting provides advisory services like design reviews, training, and compliance testing. Design services offer conceptual and high-fidelity designs. Development services provide implementation of designs using Vignette products. The methodology discusses phases like discovery, design, development, and deployment managed through a project framework. User experience architects and consultants are subject matter experts who can help ensure designs meet standards and usability best practices.
The document provides an overview of Favorite Medium's user experience capabilities and process. It describes Favorite Medium's approach as synthesizing data insights to evolve product design. The UX process involves understanding business problems and user needs, solving problems through design, and testing hypotheses. It then details Favorite Medium's strategy, design, and implementation phases and the activities within each including stakeholder workshops, information architecture, prototyping, usability testing, analytics, and optimization.
Odesk.com is an online freelancing platform where freelancers can find jobs and clients can hire freelancers. The document provides a step-by-step tutorial on how to create an account on Odesk.com as a freelancer, find jobs, apply for jobs, complete tasks, and withdraw earnings. It also includes tips for freelancers such as maintaining communication with clients, meeting deadlines, and building a portfolio of work samples. The overall document serves as a comprehensive guide for freelancers on how to effectively use Odesk.com to find work.
This document provides an outline for a workshop on getting money management skills improved for freelancers. The workshop covers identifying common money pitfalls, establishing personal and business budgets, tracking business income and expenses for tax purposes, and preparing tax returns. It provides tips on tracking both personal and business finances, expenses that can be written off, and resources for budgeting, bookkeeping, and doing taxes to help freelancers get their money management organized and "awesome."
This document discusses the benefits of using an online accounting service called e-accountZ. It allows clients to access their financial information from anywhere at any time. Accounting professionals handle tasks like bookkeeping, bank and credit card reconciliations, accounts payable and receivable management, and preparing various reports. Work is assigned, completed, and reviewed online. Clients expect timely financial reporting and updates, while the service expects clear communication and prompt source documents from clients.
This document discusses the benefits of using an online accounting service called e-accountZ. It allows clients to access their financial information from anywhere at any time. Accounting professionals handle tasks like bookkeeping, data entry, bank and credit card reconciliations, accounts payable and receivable management, and monthly reporting. Work is done paperlessly and assigned tasks are completed securely online through file sharing and conferencing. The service aims to give clients timely insights into their financial position, sales, profits, payments and more to help with decision making.
This document compares old manual methods of managing business expenses using physical receipts to modern mobile apps. It notes that with physical receipts, receipts can easily get lost or damaged over time. Using mobile apps allows expenses to be recorded automatically as they occur and receipts can be digitally stored and searched. Apps also make allocating expenses, billing customers, and filing taxes more efficient compared to waiting until the end of the period and dealing with disorganized paper receipts. The document concludes by recommending using an expense management app to more easily stay organized and compliant.
Kalpana Janardhan Dudhate has over 7 years of experience in accounting, finance, and personnel roles. She has worked as an accounts executive, account manager, and currently serves as a senior accountant. Her responsibilities have included bookkeeping, financial reporting, taxation, payroll processing, and ensuring compliance. She is proficient in accounting software like Tally, SAP, and is seeking a position that allows her to continue developing her skills and contributing to organizational growth.
The document provides information about credit reports, credit scores, credit counseling, and developing a budget. It defines what a credit reporting agency is and the different types of information contained in a credit report. It also explains how long negative information typically stays on credit reports and tips for disputing errors. The document outlines what a FICO credit score is, what it considers, and tips for improving your score. It discusses the dangers of credit card debt, payday loans, and benefits of working with an accredited credit counseling agency for debt repayment plans.
Jitender Singh Negi is seeking a position where he can apply his skills and knowledge. He has a B.Com degree from Delhi University and computer skills including Microsoft Office, Tally, and Oracle ERP. He currently works as an Operations Executive for Intelenet Global Services, where his responsibilities include invoice processing, validation, and reporting. Previously he worked as a Data Executive for the National Informatics Centre, processing invoices and payments.
Beverly Umali is applying for an accountant position. She has over 5 years of experience as both a junior accountant and accountant. Her responsibilities have included daily accounting, handling bank reconciliations, preparing financial reports, and coordinating with internal and external stakeholders. She holds a Bachelor's degree in Accountancy from the University of Batangas and is a licensed CPA in the Philippines.
One wasteful place where money flows out the door in small businesses is in late fees. Invoices get paid late when they are out of sight. Having an accounts payable process in place that includes visual cues can reduce, even eliminate paying fees, fines and penalties associated with missed or past due invoices.
Unit 1 - Income Tax – Practical Approach.pptxSamSmith2521
This document provides an overview of income tax in India, including:
1) How to prepare income tax returns for individuals, HUFs, partnership firms, private/public companies, and trusts.
2) Details on Permanent Account Numbers (PANs), including what a PAN is, who must obtain one, how to apply for a PAN, and penalties for non-compliance.
3) An overview of tax-free incomes and income that must be reported on a return of income, including thresholds for when a return must be filed.
Grandhi Naveen is an experienced accountant seeking a challenging position in a corporate entity. He has over 10 years of experience working with accounting software like Tally, QuickBooks, and Focus. He is pursuing an MBA and holds a bachelor's degree in commerce. Naveen has strong skills in accountancy and computers. His most recent role was as an assistant manager of finance and accounts at Digital Nirvana Information Systems, where he successfully transitioned two new entities and received several performance awards.
The document provides financial advice for setting up an advertising agency, including obtaining startup funding, establishing a business bank account, managing cash flow with a finance department, creating financial statements like profit/loss accounts and balance sheets, and initial costs like renting an office, equipment, and joining an advertising institution. It outlines the importance of understanding fixed versus variable costs and generating cash inflows from clients.
The document discusses improving the online bill payment experience for customers. It outlines some of the common pain points customers face, such as not being able to easily find the "Pay Bill" option or having to register before making a payment. It proposes simplifying the payment process by allowing guest payments without registration, accepting all payment methods, reducing opportunities for errors, and making the steps clear and simple. The goal is to make bill payment online as easy as transactions are in retail stores in order to improve customer satisfaction and encourage more online payments.
WZWU provides top-notch Audit services Singapore, delivering meticulous financial assessments and comprehensive reviews. With a team of skilled auditors and in-depth industry knowledge, we ensure accuracy and compliance with regulatory standards. Trust our expertise to analyze your financial records, identify potential risks, and offer valuable insights for optimal business decisions. For a seamless and efficient auditing process that boosts your confidence in your financial standing, partner with WZWU. Our tailored solutions cater to your unique needs, whether you're a large corporation or a small business. Explore our services today, whether for residential or commercial purposes.
This document provides information about net banking presented by Shalvi Mahawal. It includes sections on HDFC Bank profile, mission and vision, products and services, different payment methods, net banking, mobile banking, objectives and limitations of the project, data analysis and interpretation, and conclusion. The key points are that net banking allows customers to conveniently conduct over 200 transactions online, it provides benefits like convenience, portability, speed and effectiveness, and a survey found that most customers find net banking convenient and use it regularly to save time and access accounts 24/7.
Chime is an online bank that aims to serve lower and fixed income customers by avoiding fees. The summary analyzes Chime's customer acquisition funnel and onboarding user experience, identifying opportunities for improvement like clarifying approval status and reducing confusion. Key takeaways include focusing the experience for a specific persona, only including necessary onboarding items, and eliminating confusion to improve the user's perception.
M. Mahankali Rao is seeking a challenging position where he can add value and continuously upgrade his skills. He has over 5 years of experience in finance and accounts roles in various industries including telecom, FMCG, software, agro, and pharmaceuticals. He is currently a Senior Finance Executive at TP Vision India Pvt. Ltd. where his responsibilities include vendor invoice processing, vendor payments, taxation, accounting, audits, and more. He has previously held finance roles at ITC Ltd, Godavari Agencies, Resource Square Solutions Pvt. Ltd., and Nusun Genetic Research Ltd.
This document provides an overview of user experience (UX) design and the UX process. It describes the typical roles in UX including research, strategy, interaction design, visual design, and development. Research involves activities like user interviews, personas, and usability testing. Strategy focuses on analysis, journey mapping, and defining goals. Interaction design covers wireframing, prototyping, and user testing. Visual design includes style guides, mockups, and assets. The document also includes examples of personas, journey maps, wireframes, and style guides.
The document describes how a mobile app called Sprint Zone was developed to save a company millions by improving the customer experience. The app identified the top reasons for customer calls and used diagnostics, tutorials, and account management tools to address many issues proactively. Over multiple iterations, it reduced call center volumes and costs while enhancing self-service options. The design process involved mapping customer journeys, defining personas and scenarios, and improving the interface based on data and usability testing.
The document discusses the UX design process and the tools that can be used at each stage, including concept/discover, design, prototype, validate, and deliver/deploy. For the concept/discover stage, deliverables include UX plans, information architecture diagrams, personas, and research findings. Common tools mentioned include Illustrator, InDesign, Photoshop, Muse, Edge Animate, and prototyping tools.
NCDevCon2012_designing the mobile experienceDee Sadler
The document discusses designing the mobile experience from a UX/UI perspective. It covers understanding mobile users and their devices, human factors guidelines for mobile design, prototyping, sizing considerations from fingers to pixels, and navigating across different mobile platforms and screen sizes. Design principles discussed include following native platform conventions, considering touch interactions, simplifying navigation and content, and testing designs. Tools mentioned for prototyping include Balsamiq, Axure, Fireworks, and Sketch.
The document discusses various options for wireframing and prototyping with HTML, including frameworks like Bootstrap, Foundation, and Reflow. It provides tips for HTML wireframing such as starting with an outline and focusing on HTML before CSS. Several free and paid tools are mentioned, such as Axure, Reflow, Edge Animate, and Divshot, along with advantages and disadvantages of different approaches. The document aims to help people choose the right wireframing method and tools for their needs.
Dreamweaver CS6, jQuery, PhoneGap, mobile designDee Sadler
A session talk for #NAGW2012 on:
Mobile app, choices
Dreamweaver’s place
Creating Mobile Design (actual design, not code)
Other helpful Adobe tools to create HTML/CSS
jQuery Mobile in DW
PhoneGap Build in DW
The document provides an overview of key considerations for designing mobile applications and websites. It discusses whether to build a mobile web or native app, addresses issues of screen size and resolution including pixel density, and emphasizes the importance of usability testing through wireframing and prototyping. Design decisions like whether to use vectors or raster images and how to handle orientation are covered. The document lists resources for mobile design patterns, guidelines and tools to use for wireframing prototypes.
6. Strategy
Research
Design
Plan
Interaction
Development
Visuals
Test/
Improve
Launch
QA
Agile UX
Development
more testing
7. UX App Design
How is this any different, then the obvious?
understanding where
your users are actually
using the device — car?
Walking?
!
Studying the behavior
of who uses them. the
Why, how and when.
!
Consider Viewing
conditions,
distractions, length of
use, touch and size.
8. Strategy
Strategy is important from the outset
because it articulates the brand, guiding
principles, and long-term vision of an
organization. !
!
The strategy underpinning a UX project
will shape the goals of the project—what
the organization is hoping to achieve with
the project, how its success should be
measured, and what priority it should
have.!
8
9. Research
• Was there an existing app?!
• Was Omniture in place?!
• Design Plan goes into place!
• Stakeholder interviews!
• Requirements!
• Focus groups!
• Personas and behaviors!
!
!
10. HOUSEHOLD INCOME: $48,000
TAX FORM: 1040
PRODUCT: Retail/Assist
CLIENT STATUS: 2 years
AGE: 26
OCCUPATION: Part-time server,
part-time receptionist
LOCATION: Ft. Worth, TX
MARITAL STATUS: Married
DEPENDENTS: 1
HOMELIFE: Married, 1 young child, owns
modest home. Husband employed full-time.
EDUCATION: Some college
HOBBIES: Being a mom, likes to visit flea and
vintage markets, cooking
BEHAVIORS
t4BWFTDPJODIBOHF
t-FBSOTUISPVHISFQFUJUJPO
t-JLFTUPEPUSBEJUJPOBMUIJOHT
t#FMJFWFTJOUIFNFSJDBO%SFBN
t*TEJTUSVTUGVMPGUIF*34
t*TTFNJDPNGPSUBCMFVTJOHUFDIOPMPHZ
(social, email, word processing, searching)
t#FMJFWFTUIBUTIFEPFTOUIBWFUIFBCJMJUZ
to do her own taxes.
GOALS
t8BOUTUPLOPXUIBUIFSUBYFTXJMMCFEPOF
by a professional
t8PVMEMJLFUPLOPXIPXUPIFMQIFSUBY
professional prepare her taxes next year.
*TJOUFSFTUFEJOMFBSOJOHXBZTUPTBWFNPSF
money for next year. Wants to be able to
have tax prep fees taken out of her refund
“With my life changes, I’m
concerned. I don’t know how to
do my taxes. HR Block can
make it easy for me.”
Antonia and Greg have a 16-month-old and recently
purchased a modest home. Antonia loves coming to her own
home each day. Antonia believes that you must work hard to
get by in life. She thinks that a happy family equals a happy
life. She has never had much disposable income, and this is
IFS öSTU IPNF QVSDIBTF *UT FYDJUJOH GPS IFS UP IBWF B
combined income to ease financial strain. She enjoys
TQFOEJOH UJNF XJUI IFS IVTCBOE BOE IFS TPO *O IFS TQBSF
time, Antonia enjoys going out to the local flea markets looking
for toys and fun items for her home.
Antonia and her husband agree that all of
their life changes make it too
stressful to tackle taxes on their
PXO 4IFT OFSWPVT BCPVU
making mistakes and needs
the security a professional
can provide when it comes to
öMJOH DPSSFDUMZ 4IFT BMTP
concerned about getting the
best refund possible, as they
could use the money.
Antonia
Married,
One Child
UX RETAIL PERSONAS
HR Block proprietary and confidential. All rights reserved.
11. Requirements
High Level Requirements
! Brand App
• Reduce steps to complete 4 main task
- Appointments
- WMR
- Estimation
- Upload/View Return
• Adaptive UI for time of year and need.
- Nov – Dec, Tax Estimator, Appointments
- Jan – Apr, WMR
- APR – NOV, Document upload
• Improve UI to match new design elements present in My HR
Block and Online tax
• Configure UI to tablet phone, keeping in mind OS centric
design elements and controls
15. Mobile Experience Map (Customer Facing Applications)
App Legend
January February March April May June July August September October November December
Time of year
Doing
In Season
Check to Card Check to Card Check to Card Check to Card
Look Up ATM Location
Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills Pay Bills
EC loaded with Refund
Where is the closest Block office? Need a car loan, how do I view my return?
I have documents/recipts to upload.
Where is the closest ATM for me EC?
I wonder if I can get direct deposit on my EC?
I have my check, I need to load it on my EC.
I pretty much know what I make, let me estimate my taxes.
Filed an extension, I need to finish State now.
I want to save money, can the EC app help me save for my vacation?
I want to save money, can the EC app help me save for my vacation?
Fasfa view/copy of return
Home loan view/copy of return
Quarter Tax payment
Find office need to see a TP
Tax Questions Need to call a TP
File taxes I have finished my extension
Need to estimate taxes again. Have more docs now.
I need to make an appointment.
Need to find a new office since I moved.
I need to organize what I have. Checklist things.
I need to upload documents into My HR Block for Pro.
Need to take pics of my receipts.
Want to view last years return to see how it might compare.
I want to know what is the best way to prepare my taxes.
I want to know if my tax pro is still working.
i need a copy of my return
Where is my refund?
How do I see my return?
Why doesn’t the app just know I am at the office?
I have documents to upload, how can I do I do that?
Need to ask my Tax Pro a question / Find a Pro
Maybe I’ll check out the mobile app to do taxes this year.
I have several chartible contributions, where do I add those receipts?
I have an Emerald Card, now what?
What is my EC balance
How do I pay bills now I have an EC?
Anxious -wondering if they have all the documents needed
Stressed they are doing their taxes error free.
Good I am getting my taxes done. (mobile or office)
Great because I am getting a refund.
Great because I dislike Banks, and now I have a prepaid card with my refund on it.
Good I can finally pay bills with a card.
Relieved the app lets me take a picture of my W-2. Frustrated it wasn’t as easy as I thought. Took 3 tries.
Great because I dislike Banks, and now I have a prepaid card with my refund on it.
Single point of entry - HUB for customer Social Media Tax Help
Geofence Tax Chat
Virtual Drop-Off/Check-in
Check to Card
Get TP’s involved to raise awareness
EC shows Refund Status
Brand shows EC balance
EC integrates with My HR Block
Brand adds HealthCare enrollment
Solid OCR
Utilize data from checklist. (Customize Interview)
Office Locator turned into Appointment Manager
Show EC balance in Brand App.
Push advice to app.
Change per season
Push Notifications
Virtual Services
Relieved my taxes are done for the year.
Disorder so many receipts to keep
Nervous major life changed just happened
Happy fully banked able to pay bills
Do I have all the right documents?
Load money on EC Load money on EC
Set up Envelopes Set up Direct Deposit
Drop off at offfice
Mobile App knows I am at office
Take pic / Upload receipts Take pic / Upload receipts
Find an Office
Call TP with question
Thinking
Feeling
Opportunities
Post Season Pre-Season
Estimate Taxes
Does taxes on device Charitable Contributions Charitable Contributions Charitable Contributions
EC App Brand App 1040EZ App
Visit My HR Block
Schedule Appt
Load money on EC
Create Checklist
Check Refund Status
EC Balance check
View Return
Upload Recipts and docs
Put out, i have to do taxes
Lost, not sure how to do my taxes
Nervous, how much do i owe
Curious, who is the best to do my taxes
Poor need my refund faster
Get clients into the right product based on their needs,
known or unknown
Show expertise to show clients why HRB is the best.
Push knowledge of last years Tax prep method and see if
anything has changed.
Get clients started and knowledgeable of HRB
Experience Maps
16. IA and Task flows
Customization (first time entry only)
Skip
Auth
Would you like to sign
up for an account?
Default Screen
Account Created
Are you new to HR
Block?
Yes
no
Default Screen
Sign In
Questionnaire = Best
Match questions
We noticed you have an
Emerald Card, would you
like to see the Balance
on the home screen?
Home
Entry
20. 01 User is not enrolled in Bill Payment
MY CARDS LOGOUT Enrollment Enrollment
Please provide and/or verify e-mail
address and phone number to complete
your enrollment in Online Bill Pay
Email
Verify Email
$426.58
Card ending in 5333
Location Finder
Check to Card
Direct Deposit
Emerald Cash Rewards
Bill Payment
Emerald Advance
Savings
More
HR Block
Forgot Username
or Password
Log In
BANK APP UX Uses FLows
BACK LOGOUT BACK
Phone
Please provide and/or verify e-mail
address and phone number to complete
your enrollment in Online Bill Pay
Email
Verify Email
ENROLL ENROLL
LOGOUT
Phone
BACK Bill Payment
Date MM/DD/YYYY
CANCEL
CANCEL
Make a Payment
SUBMIT
HISTORY
LOGOUT
Success!
You are now enrolled and can
Use bill pay.
OK
Select a Payee
Amount $
Manage Payees
BANNER SPACE
SWIPE
FOR BALANCE ‹‹ ‹‹
Earliest Delivery date
MM/DD/YYYY
Username
Password
Remember Me
Create an Account
Locator Get Help Legal
Member FDIC
Wireframes
21. Flows
Cancel
W-2 - Taxpayer
EMPLOYER INFO
Employer Fed ID #:
Employer Name:
Employer Address:
EMPLOYEE INFO
First Name:
Mid Initial:
Suffix:
Last Name:
W-2 FEDERAL DATA (BY BOX NUMBER)
Box 1) Wages and Tips:
Box 2) Federal Income Tax Withheld:
Box 3) Social Security Wages:
Box 4) Social Security Tax Withheld:
Box 5) Medicare Wages:
Box 6) Medicare Tax Withheld:
Box 18) Local Wages and Tips:
Box 19) Local Income Tax:
Box 20) Locality Name:
Done
Employee Address:
Box 7) Social:
Box 8) Allocated Tips:
Box 9) Not in use:
Box 10) Dependent Care Benefits:
Box 11) Non-qualified Plans:
Box 12)
Box 13)
Box 14) Other
STATE DATA
State:
Box 15) Employer’s State ID #:
Box 16) Local Wages, Tips, etc:
Box 17) State Income Tax:
Federal Income -Has 1 W-2 Federal Income -Has 1 W-2 and 1099 Federal Income - MFJ
If you continue without creating
an account, your return – and
the work you’ve already done
– will not be saved.
OK Create an Account
ATT 11:56 AM
State Questions
[TPName] Did you make money in any
other State then [StateName]?
I did make money in a different state
I didn’tmake money in a different state
[TPName] Did you live in another State than
[StateName] in 2014?
I did make money in a different state
I didn’tmake money in a different state
[SpouseName] Did you make money in any
other State then [StateName]?
I did make live in a different State
I didn’t make live in a different State
[SpouseName] Did you live in another State
than [StateName] in 2014?
I did make live in a different State
I did not make live in a different State
ATT 11:56 AM
State Questions
Did you make money in any other
State then [StateName]?
I did make money in a different state
I didn’tmake money in a different state
Did you live in another State than
[StateName] in 2014?
I did make live in a different State
I did not make live in a different State
Done
App open
Animation
2-Btn Home
Sign In
Get Started
Take a Photo
Personal
Welcome Screen Sign In Screen
Security
Terms Conditions
Can select either Income
or Personal from Dashboard
Personal Info
Left Nav Right Nav Take a Photo Question Take a Photo Question Take Photo Screen 1
Federal Income - All
Dashboard - Done Fed Dashboard - Done personal, Fed
Take a photo turns to Federal Info
File Return is not active
Take a photo turns to Federal Info
File Return is now active
State Interview
Create Account After Security Question
Take Photo - Review Info
After Sign In, Log Out Show MFJ question
and Account Info which takes
the user to MyHRB.
$0 $0
Federal
W-2: WAGES, SALARIES, TIPS
W-2 Hallmark
Taxpayer’s Spouse Name
Add a new W-2
1099-INT: INTEREST INCOME
Bank of America
Add a new 1099-INT
1099-G: GOVERNMENT PAYMENTS
Add a new 1099-G
1098-E: STUDENT LOAN INTEREST
Add a new 1098-E
1098-T: TUITION
Add a new 1098-T
OTHER FORMS
Additional Forms
Done
W-2
1099-INT
Steele Manufacturing
Taxpayer’s Name
Taxpayer’s Name
When Sections are Complete
Personal Status:
If
They haven’t signed In
Then
Show prompt to sign in
or create account
Sign In
Next
MY INFO
Federal
Personal Information
State Return
Summary
File Return
OTHER
Feedback
Contact Us
Legal
Privacy Policy
Help Center
[Current Year] PDF
[Current -1 Year] PDF
[Current -2 Year] PDF
[Current -3 Year] PDF
[Current -4 Year] PDF
Rate This App
Prior Year PDF
FEDERAL
INFORMATION
FILE RETURN
FEDERAL
INFORMATION
If
Something is selected like
Special Situations, personal status,
transfer to online
If
User is disqualified
Take to not qualified
Screen
If
MFJ
when clicked Done
Starts Personal Flow
for Spouse
ATT 11:56 AM
Transfer to Online
Transfer Your Info
Transfer Transfer to Online
We’re sorry our app can’t finish
your return because this app
doesn’t support your tax
situation.
You can still file,
we’ll help you
transfer your
account so you
can finish online.
ATT 11:56 AM
Transfer Your Info
Animation
Transition
Screen
Done
Sign Out
ATT 11:56 AM
FILING STATUS:
Marital Status:
First Name:
Mid Initial:
Suffix:
Last Name:
Address:
SSN:
ADDITIONAL INFO:
Date of Birth:
Occupation:
Phone:
Healthcare:
Mid Initial:
Suffix:
Last Name:
Personal Info
REVIEW PERSONAL INFO:
SPOUSE PERSONAL INFO:
SPOUSE ADDITIONAL INFO:
Done
Special Situations:
Personal Status:
First Name:
SSN:
Date of Birth:
Occupation:
Special Situations:
Personal Status:
If
MFJ
ADD
ADD
If user comes through OCR, then display the screen
If any other path, do not show screen
Appears only once
ATT 11:56 AM
Congrats!
Next
Next goes directly to personal info
Just shows on failure of Take a Photo
I’ll fill out the form on my own
23. AI wires
HRB Brand App - Top Level Screens
Home Dashboard - Not Authenticated
Not signed in
Signed in
My Checklist
My Status
ATT 11:56 AM
MY TOOLS
Estimate My Taxes
My Status
RESOURCES
Products Services
ATT 11:56 AM ATT 11:56 AM ATT 11:56 AM
My Status
Estimate My Taxes
Home Dashboard My Status My e-file Status
Back My Status Action Back My E-File Status Action
Signed In
OTHER
My Refund Status
Product Services
Checklist
Tax Help
Estimate My Taxes
Filing Status
Federal
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Estimated Refund
$2100
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Federal witholding
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Estimated Refund
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First Student
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tuition
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2014 2014 2014 2014 2014
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Tax Help
The IRS requires the following information to
determine your status.
Single
Head of Household
Married filing jointly
Married filing separately
Qualified Window(er)
Single
Single
Social Security Number
Exact Refund amount in dollars
Check Refund Status
Check Status on IRS website
Next
Marital Status
Looks like you are head of household
Privacy Notice
Number of dependents
under 17 0
Single
Your Estimated Refund is:
$700
Single
Next
Salary Wages
Interest Income Earned
Other income or loss
not listed above
Social Security Benefits
Nontaxable Combat Pay
Captial Gain or Loss
Held one year or less
Captial Gain or Loss
Held more then one year
Single
Results
Second Student
Other adjustments
Energy efficient home
Improvements
Charitable contributions
Other itimized
deductions
Annual child
dependent care costs
Federal Quarterly
Estimated Taxes Paid
Details
Based on the information you provided,
we recommend:
DIY 1040EZ
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year? If so, sign in to see your
personalized checklist.
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Based on last year's return, we've created
a personalized tax checklist to help you
prepare for this year's return.
Personal Information
Your Social Security # or ITIN
Spouse full name and SSN
Other people on your return
Dates of birth and SSNs
Childcare records (including the
provider’s ID number of applicable
Approximate income of other adults in
your home not including a spouse
Income
IBS - Interest Income (Form 1099-INT)
Create a personalized tax checklist to help you
prepare for this year's return.
Personal Information
Personal Information
Your Social Security # or ITIN
Spouse full name and SSN
Other people on your return
Spouse full name and SSN
Dates of birth and SSNs
Childcare records (including the
provider’s ID number of applicable
Approximate income of other adults in
your home not including a spouse
Income
IBS - Interest Income (Form 1099-INT)
Create a personalized tax checklist to help you
prepare for this year's return.
Personal Information
Your Social Security # or ITIN
Spouse full name and SSN
Other people on your return
birth and SSNs
Childcare records (including the
provider’s ID number of applicable
Approximate income of other adults in
your home not including a spouse
Income
IBS - Interest Income (Form 1099-INT)
Income
Create a personalized tax checklist to help you
prepare for this year's return.
Personal Information
Your Social Security # or ITIN
Spouse full name and SSN
Other people on your return
Choose a Category: Income
Dates of birth and SSNs
IBS - Interest Income (Form 1099-INT)
W-2 - Sprint
1099 - Box of Pixels
Childcare records (including the
provider’s ID number of applicable
Approximate income of other adults in
your home not including a spouse
Income
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It has been sent, completed on this
date and accepted on this date.
Bank Status. when do you receive
the money in your bank account?
From the IRS where the refund
stands. --possibility
Item Description
Based on last year's return, we've created
a personalized tax checklist to help you
prepare for this year's return.
Income
W-2 - Sprint
1099 - Box of Pixels
March 02, 2015
7:00 PM
Mar 1905 Main, Kansas City, MO
CALL MAP
Your federal tax return has been accepted by
the IRS on 2014-04-16. You should receive your
Federal check by mail within 2 to 3 weeks from
date of acceptance
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adipisicing elit, sed do eiusmod tempor incididunt
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Ut enim ad
minim veniam, quis nostrud exercitation ullamco
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11/23/13
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PDF
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PDF Federal Tax Return
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My Tax Documents
Tax Year 2014
Sprint (W-2)
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PDF Federal Tax Return
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11/23/13
11/23/13
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m.reynolds@fakemail.com
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Kansas City
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2014
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About You Results
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Back About You Next Back Income Next Back Expenses Next Back Estimate My Taxes Done
Estimated Refund
$2100
Self-Employment Income
ATT 11:56 AM
Estimated Refund
$1200
First Student
Second Student
Back My Documents Menu
Receipt
Federal witholding
My Tax Documents
Tax Year 2014
My Tax Returns
Total
Federal Tax Return
PDF
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Tips to take a good image
Add Documents
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The area is well lit
Center the document
All 4 corners are visible
Edit Delete
11/23/13
11/23/13
(W-2)
added to the image and...
Sprint (W-2)
Desctiption they have added to the image and...
Day Care Receipt
11/23/13
Add Image
Desctiption they have added to the image and...
ATT 11:56 AM
Document Details
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When bring in image/document
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Continue to keep document.
Aready added, click on in app.
Edit, to edit the details
Replace to do just that and trash to delete.
Title is inline
Tax year is a new page, select and come back
Same with Choose a Category
Notes is inline
Bob Jones has an opening at:
2
March 02, 2015
7:00 PM
Mar 1905 Main, Kansas City, MO
CALL MAP
Add Document Add Document Add Document Edit Document
How you guys have it now is fine. Sign In takes
them to the Sign in screen, and Create an
Account opens the Create an Account screen.
OK has them fill out the info needed.
Estimated Refund
$0
Number of dependents in
school full-time age 17-24 0
Number of dependents
under 17 0
Unemployment
Choose from library opens library
Choose from Document opens GDrive or Drop-box
or Box, any document selection app
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just the first time they Choose a Photo
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current tax year and documents uploaded.
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2008 xx/xx/xxxx - xx/xx/xxxx
2009 xx/xx/xxxx - xx/xx/xxxx
2010 xx/xx/xxxx - xx/xx/xxxx
2011 xx/xx/xxxx - xx/xx/xxxx
2012 xx/xx/xxxx - xx/xx/xxxx
2013 xx/xx/xxxx - xx/xx/xxxx
2014 xx/xx/xxxx - xx/xx/xxxx
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an Account DCroenaete
ATT 11:56 AM
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Income
Unemployment
W-2
1099
Interest
State Refund
Student Loans
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Student Expenses
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then
Add pop up to show them what they can add
If
User swipes then delete appears
then
user can delete 1 item at a time
If
User chooses Edit
then
user can Mark all for deletion,and delete
Results
Same as current app’s details
without the dollar amount
Income Expenses
Tax Estimator
Single
Marital Status Single
Birthdate:
Looks like you are head of household
Single
Your Estimated Refund is:
$700
Single
Salary Wages
Interest Income Earned
Other income or loss
not listed above
Social Security Benefits
Nontaxable Combat Pay
Captial Gain or Loss
Held one year or less
Captial Gain or Loss
Held more then one year
Single
Student Loan Interest
Other post-secondary
tuition
Other adjustments
Energy efficient home
Improvements
Charitable contributions
Other itimized
deductions
Annual child
dependent care costs
Federal Quarterly
Estimated Taxes Paid
Details
Based on the information you provided,
we recommend:
DIY 1040EZ
Lets get started!
Schedule
Undergraduate Degree Expenses:
39. Oh yeah
#1 reason
Getting UX buy in, to begin with
Communicating within the team, UX agile
Designing for all the different devices
40. How to make mobile
UX Easy
• Identify your users
• Remember the 80/20 rule when looking through
data and catering to the user
• Use task-based design - every function should be
geared to helping them complete a task. Sense their
intent when completing the task.
• Keep it simple
41. How to make mobile
UX Easy
• Don't ignore platform UX
• Large calls to action and easily clickable links are
easy for mobile users to navigate
• Get feedback early
• Ensure your buttons and fields are size-appropriate.
Platforms and fingers vary in size.
42. How to make mobile
UX Easy
• Standards - user interaction of interfaces, buttons
swipes etc., and not reinventing the wheel. When OS
standards are a part of the requirements.
• Mobile specific touch - location, camera, social
networks, other environmental factors
• Designing for interruption
• Design isn’t perfect - throw away wires and do more
user testing!