tactic | 2021 - 2022
Role
Design consultant driving product design end-to-end (UI, prototyping, usability testing, visual design, and design library) for the entire platform
Highlights
Saved customer Finance teams hours of tax preparation
Acquired by TaxBit in 2022
Business Problem
Companies dealing with crypto were at risk of IRS audits and huge fines if they weren't confident with their accounting. I joined the team as the first designer and, with my partner-in-crime—the lead product manager, brought automated solutions that helped businesses do their taxes in a clean, compliant way.
Discovery
A Head of Finance had his engineers pull transactions from different sources to calculate their cost-basis and fees, which takes about 40 hours per month.
Things like mapping a chart of accounts is only possible by contacting Tactic and having the Engineering team set this up manually.
Customers spent too much time categorizing and labeling their transactions.
Design
Low fidelity mockup of the transactions page.
Impact
"It has helped tremendously to go from looking at 10,000 transactions to just one dashboard. Our finance resources are now able to spend time on mission-critical items like the payment infrastructure of our business."
"We may dedicate 8 to 10 hours a month to crypto accounting nowadays."
"There is very little, if any, clean up required and the UI and dashboard are something our accountants love too."
Tactic now offers even more flexibility when it comes to syncing to @QuickBooks
— TaxBit | Tactic (@choose_tactic) November 2, 2022
Configure how to map your chart of accounts: using Tactic's categories or broken down by specific assets.
Paired with Rules, you can automate your monthly book close process! 🚀 pic.twitter.com/uaqGQlvCtj
Next Project
squarespace | 2023 - present
Tools to help enterprise businesses manage scheduling across their entire organizations
View work