Turning Depth Into Something Effortless

Client
Refundo
Year
2024
Country
USA
Type of Project
Website

Refundo Project

Refundo is a fintech platform supporting tax professionals and underserved communities, giving them the tools to manage taxes and refunds with confidence.

Industries

  • Fintech
  • B2B
Refundo

The Challenge

Tax professionals don't just need a tool that works, they need one they can stand behind in front of their own clients. Refundo already had the functionality accounting professionals relied on. The challenge was making that depth feel effortless to work in, and worthy of the trust a financial tool has to earn.

Refundo

From Product Strategy to Web Execution

  1. 1.

    Immerse

    We studied how tax professionals moved through their workflows, identifying where existing depth created friction instead of ease.

  2. 2.

    Plan

    We mapped the most critical workflows and sharpened navigation, so professionals could move smoothly through.

  3. 3.

    Create

    We designed a visual language as dependable as the product itself, reflecting the trust Refundo asks users to extend to clients.

  4. 4.

    Launch

    We delivered the platform and tracked its impact on daily use, refining the experience as professionals adopted it.

Solution

We streamlined the most critical workflows and sharpened navigation, so professionals could move through their day without friction. We also built a visual language as dependable as the product itself, reflecting the trust Refundo asks its users to extend to their own clients.

Refundo
Refundo
Refundo
Refundo

Trust doesn't slow things down here. It's what makes the speed possible.

Refundo
Refundo
"Evo was exceptional. They paid close attention to detail and really brought our concept to life. I HIGHLY recommend."
Jesse Arroyave
Jesse ArroyaveMarketing Director @ Refundo
Refundo

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