TaxP is a platform that leverages AI to assist users with tax planning and answering related queries.

The design challenge is to create a clean, consistent, and user-friendly interface that helps users navigate their tax information confidently, interact naturally with AI for support, and understand personalized tax strategies. The solution must balance clarity, functionality, and visual appeal.

How to ensure that the dashboard provides a clear summary of the user's tax situation with visible, easy-to-read section?

How to make AI-driven tax-saving tips will add value by personalizing the experience for user?

How to make a chatbot or virtual assistant should be easily accessible for users seeking quick help or guidance?

TaxP is an easy to use Tax Planning platform with visually pleasing UI Design. The divisions of sections is such that the user doesn’t gets thrown off by the jargons and can easily assess the necessary information. It focuses on giving the user the freedom to choose from the pool of experts in the subject matter and an AI chatbot called Pumbaa.

Pumbaa as a name is inspired my character in the movie “The Lion King” who sings “Hakuna Matata” while helping Simba to navigate through the tough times. The individuals who can use this platform for Tax Planning have grown up on this movie, which makes the AI chatbot a friendly character which could help the user to navigate through the tedious process.