H&R Block DIY — Kristin Terpeza

Key feature UX redesign/mobile + desktop

User flow revamp

Original

New (Allows clients the choice to run Accuracy Review at key points)

Accuracy Review

Original intro/checking interstitial (auto-run)

New opt-in intro (State shown)

New "checking for issues" interstitial

Original errors found

New errors found

New feature: On-page error correction (Tax interview content not part of scope)

New corrected errors view

New final view

Federal and state summaries

Original federal and state summaries

New multi-view: Totals only

New multi-view: Drop-down

New multi-view: Federal full summary with new Learn More

New Learn More (federal only) content

New multi-view: Full federal and state summaries

Testing

Accuracy Review auto-run or opt-in usability test results with follow-up questions

Summary screen designs + content

Accuracy Review Report design + content

Help options (upsell) placement + content

CTA test overview

CTA test results

Learn More content test

Learn More content test results