What we learned needs more clarity:

• Deduction types

• Healthcare tax docs

• Payment options (i.e. using your credit card vs. paying from your refund - why is that such a high expense?)

• Process: not only is navigation is a challenge, but what documents users need is unclear. HMW incorporate a personalized checklist of sorts to give the user more confidence in their process?

• HRB’s security in general. Majority of users are nervous about integrating other bank accounts out of fear of data security

• Help center links to documents: they look like ads, so the user skips to the second option (which is wrong)

• Benefits of Crypto - when and how should a user invest?

• Upfront qualifications for certain documents, refunds, deductions, etc.

• The user should not have to wait until AFTER they’ve inputted information to be told they’re not qualified for something