
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.