Helping traders track their P&L better
Summary
In 2024, Quicko set out to enhance its Tax P&L feature to drive user retention & establish stronger brand recall within the trader community. The existing solution posed challenges for users in understanding their numbers, yet clarity on their taxability was critical to avoid penalties. As the product designer on the income tax team, I led the redesign of the Tax P&L feature, focusing on creating a more beginner-friendly experience & ensuring a seamless journey for users.
My Role
Product Designer
Timeline
2 Months
Outcome
This project is still under development, but we’ve already defined the key success metrics that will be used to evaluate its impact once it goes live.
Enhance user retention by offering value that encourages regular visits to the platform, increasing users who track their taxes.
Increase social media mentions & UTMs to track how users are sharing their experiences of the platform and recommend others.
Lay the ground to later improve subscription conversion rates on the platform and create a new vertical in the product.
Snippets
