TurboTax
x MyADP
From payday to tax day.
- Role
- Senior Product Designer
- In collaboration with
- PM, Engineering, Research, and Legal
- Year
- 2026
(01)Overview
TurboTax’s refund calculator, embedded directly in MyADP, gives workers a refund estimate prefilled with their own payroll data, without leaving the app they already trust.
(02)Challenge
Workers who get their financial payment information through platforms like ADP have to leave an environment they trust, dig through pay stubs, and re-enter tax data by hand. The process is tedious and error-prone, so many drop off, and the ones who finish aren’t confident in their estimate. Meanwhile, partners already hold the financial data that could do this work for them, but have no way to activate it at the moments when users are most engaged.
(03)Goal
Make the tax refund estimate effortless and trustworthy by pre-filling what ADP already knows, asking only for what it doesn’t, and making the experience feel native to MyADP. For workers, that means a confident answer in minutes. For TurboTax, it turns a seasonal tool into a year-round path to filing.
Interactive prototype
A working build of the estimate flow — tap through it.
(04)Principles
Meet them where they are
This experience lives inside MyADP’s product shell, so users expect a seamless experience with little to no redirection.
Reduce friction
Remove as many manual entries as possible by pre-filling data. Every extra manual step is a reason to abandon.
Build confidence
Users need to trust the outcome, not just complete the task. Reassurance and clarity are features that carry value.
Nav Principles
Simple and clear
Navigation should be simple, organized, and easy to consume. It should keep users focused on their task without interruption.
Consistency and guiding
Consistent placement and familiar patterns let users navigate seamlessly without relearning the experience.
Accessibility first
Design navigation with accessibility as a core requirement, not an afterthought.
(05)Outcome
A worker checks their paycheck in MyADP and sees the TurboTax refund calculator. With one tap and a quick consent, their wages and withholdings fill in on their own. Seconds later, they’re looking at a refund estimate they trust. No pay stubs, no math.
(06)Data
Coming soon. This launched October of 2026 so results are pending!