Intuit Expert Portal Web| UI/UX Design
Felicia Tu
Intuit Financial Expert Dashboard Web
Clarifying and streamlining automation for financial experts
Reducing 70% of auto-gathered files and import time
By introducing AI-powered automation and clarifying the system’s file classification logic, I successfully reduced 70% of the time spent on auto-imported files. This improvement achieved a 100% success rate across tested scenarios, directly enhancing experts’ efficiency in document intake and review.
My Role
Owned UX for Intuit’s Expert Portal Info gathering area in a fast-paced team shipping weekly AI-powered improvements. Led hands-on design (flows, prototypes, visual specs) to simplify complex document workflows
Time
3 weeks
Impact
Established UX standards for the future
Increased visibility into task status
Improved expert satisfaction by simplifying the review process during peak tax season
Established UX standards for the future
AI-powered workflows within Intuit's internal tools
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Posted Jul 9, 2025
I drove the automation/AI experiences that help Tax advisors reduce the information gathering time by 50%
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