46 to 16

How We Made E-Signatures a Breeze

With TaxAct

Nobody loves jumping through hoops to get simple tasks done.

So when we saw users battling through 46 steps across three different interfaces just to get an e-signature, we knew something had to change. It was clunky, time-consuming (10 minutes just to get a form signed?!), and frankly, exhausting.

We asked ourselves a simple question: "How can we make this faster, simpler, and way less painful?"

The answer? A streamlined, one-interface e-signature tool that slashes the process down to just 16 steps and 3 minutes—without sacrificing what users need.

Design thinking and a killer cross-functional team helped us turn a clunky, 46-step e-signature nightmare into a simple, 16-step process that saves users time and headaches.

  • We cut the process by 75%.

  • Solved real user pain points.

  • And delivered value—fast.

Because at the end of the day, the best UX doesn’t just work—it feels effortless.

MY ROLE

Lead UX Designer​​​​​​​

TOOLS USED

Figma
Miro
Balsamiq
ADO

PROBLEM

Tax professionals are experiencing wasted time and workflow inefficiencies due to needing to use supplementary e-signature tools that don't communicate with their tax data.

OBJECTIVE

Improve tax professionals workflow by reducing their time spent in third party programs to collect e-signatures on important tax documents.

The Process