Objective

Deliver a joint MVP to 3-year vision between TurboTax and ADP with personalized real-time ADP payroll data, more accurate tax refund data, and empowering long term financial health. By embedding TurboTax's tax tool directly inside MyADP app, workers will get instant, high-confidence estimates with little to no manual entry.

Data from Tax year '25 taken into consideration:

-ADP has 20M+ users
-Primary audience: W-2 workers, 76% make less than 50K
-In tax year '25, TurboTax's tax tool got 1.4M visitors from ADP.
-First-time TurboTax filers from ADP: 33%

Deliver a joint MVP to 3-year vision between TurboTax and ADP with personalized real-time ADP payroll data, more accurate tax refund data, and empowering long term financial health. By embedding TurboTax's tax tool directly inside MyADP app, workers will get instant, high-confidence estimates with little to no manual entry.

Data from Tax year '25 taken into consideration:

-ADP has 20M+ users
-Primary audience: W-2 workers, 76% make less than 50K
-In tax year '25, TurboTax's tax tool got 1.4M visitors from ADP.
-First-time TurboTax filers from ADP: 33%

Interactive prototype