client

EY
Financial/SaaS

agency

Orion Innovation

Role

Strategy, UI/UX, Design System

Epic Need: Optimizing the existing EY Global Tax Platform to meet the growing demands and needs of the internal tax preparers for a system to be efficient, effective, and streamlined for their clients. ​

Problem Statement: The current platform is huge, involves too many layers, steps and the process takes more time than the platform should take in order to prepare taxes.

Consumer tension: Consumers are preferring tax platforms like H&R Block and Jackson Hewitt because they are dynamic, the process of the preparation is faster and efficient.

What MVP tries to solve: An integrated experience that adds value for internal tax prepares, executives overseeing the projects, and cross-connection between EY branches for their daily tasks and establishes a stronger connection for new clients and as well as retention of existing clients.

Solution: A massive size software that encompasses smaller integrated modules (workspaces or apps) that help tax professionals to make their tax work done at ease and smooth. This platform offers both EY Clients and gives them access as Directors reviewing the work and keeping track of the ongoing projects.
Workspaces/Apps:
TIM: Tax Income Module
CAM: Charted Accounts Module

1.

Defined the strategic foundation of EY’s financial SaaS platform, aligning UX vision with business objectives by collaborating with UX strategists, stakeholders, and product leaders. Led end-to-end design execution, effectively communicating design rationale and outcomes to drive stakeholder alignment and ensure the highest-quality implementation.

2.

Designed and optimized complex financial modules, delivering 100+ high-impact wireframes (low and high fidelity) across key workspaces, including Taxable Income Module (TIM), Chart of Accounts Module (CAM), User Management (client onboarding), Investment Tracker, and Dashboard. Ensured scalability, accessibility, and compliance with EY’s enterprise design standards, enhancing operational efficiency and user adoption.

3.

Drove cross-functional collaboration by actively participating in requirements gathering, user flow development, and stakeholder workshops. Worked closely with international engineering teams to translate complex financial workflows into intuitive digital experiences, optimizing usability and increasing platform adoption across global markets.