QuickBooks Self-Employed

01. challenge

Intuit started a business unit to launch a new version of QB for self-employed workers who did not fit within the traditional QB accounting approach. The new product needed end-to-end UX content and marketing strategy.

02. solution

I served as the UX lead and content strategist for the launch of QuickBooks Self-Employed. I hired and managed a team of 6 designers and writers, served as the product marketing lead for integration with other QB products including TurboTax, created a new voice + tone, developed the communications strategy for all emails and notifications, and wrote the UI text for v1. I also wrote the requirements doc for calculating quarterly taxes.

03. outcome

QuickBooks Self-Employed as part of the Small Business Group earned over $2.5 billion in revenue for FY2017.