H&R Block
Doc Organizers + Carriers
Details
As anyone who’s done their own taxes knows, the experience of gathering, organizing and transporting the needed documents back and forth to a tax appointment is a cumbersome experience.
Working in tandem with collected research and field marketing / store management, I developed a two-part document carrier - one for before the appointment to help the client collect and organize their documents (and take with them to an appointment), and another that the tax pro has at their desk in which their finished taxes go into for the tax client to take home with them.
Document Organizers: Steps 1 + 2
Document Organizer
The organizer envelope is sent to the tax client before the initial tax prep interview. This is updated each year with relevant tax changes, and will make it easier for a tax prep client to work with a tax document checklist. Once they’re sure they have everything they might need, documents go into into the sealable envelope they’ll bring with them.
The information on the front displays their appointment information, including where and who with.
Document Carrier
I wanted the tax client to leave carrying their taxes in something substantial - instead of leaving with a receipt and a vague idea of what to do next.
I landed on well-secured folder that felt elegant and sleek, that could communicate next steps, provide a spot for tucking in your taxes for further review, and provide any other needed information.
The Goal:
To help organize and convenience the tax client both before, and during/after, the tax prep appointment.
Tax Document Organizer & Checklist
Various designs (3)
Flat lay of Tax Organizer Envelope designs. Document insertion pocket at top, with sealable flap.
Desired Outcome:
Client experiences a tidy, polished door-to-door experience wherein there aren’t loose documents, they know exactly what they
need to bring, and know when and where to
show up.
Tax Package Carrier
Various Designs (7)
Front and back, flat lay, of Tax Package Carrier designs. Each folder would seal, with an internal magnetic clasp, to ensure secure document safekeeping. Tucked inside the middle inside folder pocket, there would be a Next Steps document, detailing what a tax client needed to know about what occurred after filing, and any other additional steps they could take to track and stay informed about their tax filing. On the folder pocket, the information about their next year’s tax appointment, and their tax pro’s business card.
On the inside right side of the folder, the tax pro would attach a copy of finished tax return.