Client Portal
Optima Tax, 2017 to 2019. Product Manager to Director, Product.
The website where tax-relief clients follow their case, with tracking from first information to filing and an easier way to send documents.
What I did
- Overhauled the portal experience and added information-to-file tracking.
- Built a document-collection flow that helped clients and saved staff time.
What happened
Return visits rose 56%, and monthly visitors grew from 4,800 to 7,054 in one month.