Filing taxes correctly and in accordance with federal and state laws is key to ensure peace of mind for businesses running their payroll through Gusto. To this end, I helped form a dedicated mission team to address the tax and compliance needs of small businesses.
As a first step, the team developed key user insights by running a large generative research study with target customers. Those insights helped shape both a long-term roadmap and key initiatives to make progress towards the vision of providing peace of mind to customers.
One such initiative was the launch of a Taxes and Compliance dashboard that serves as a one-stop solution to ensure that users can take care of critical tax and compliance needs in a simple and intuitive way. The experience leverages carefully crafted multi-channel communications in order for users to stay ahead of important deadlines and take action as needed. Follow up research studies paired with quantitative data analysis from this launch have been instrumental for future iterations.
Team credits
Sarah Babetski, Jess Chan, Marissa Gemma, Vivian Phuong