Turbotax Self Employed Deduction Finder and Expense Monitor

70% of our customers don’t keep track of expenses throughout the year, and as a result leave money on the table at tax time.

By extending platform capabilities, we were able to leverage AI and machine learning and bring two solutions to market in months, vs years. A win-win for customers—who were able to save money on their taxes by deducting 18% more than customers without these solutions—and for the business, where superior customer outcomes also lead to corresponding increases to conversion.

Outcomes


18% increase in $ deducted for self employed customers

Customer value


22% revenue growth across Investor and Self-Employed customers

Revenue


884K imports in year one

Ease of use

Coming soon

PROJECT DETAILS

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Drop me a message if you’re interested in learning more about this project. I’m always happy to connect.