jade quinn
content design

Expert 365

0-1 product

transitioning year-end filers to a year-round subscription model

This product combined TurboTax and QuickBooks’ full service products into one unified experience. It enabled TurboTax to enter the B2B SaaS market for the first time.

CONTRIBUTION

Owned all content
Refined scope of work collaboratively with PM and product designer
Assisted product designer in selecting existing patterns to re-purpose
Prioritized existing components to stitch together new flows
Fleshed out, strategized, and wrote states for product flow
Presented prototype to entire Intuit content design org (100+)
Fine-tuned value props, messaging, and positioning within the market
Distilled complex topics into user-friendly language
Collaborated cross-functionally with a wide rage of departments, including customer experience, market research, service design, tax experts, and more

WHAT WE DID

We launched an expert-first, year-round service for small business owners to work with a tax expert to keep their books tax-ready, plan proactively to leverage tax cuts, and file seamlessly for $99/mo.

Our PM liked to think of it as the first tax accountant for growing businesses, without the hiring lift.

Experts used existing QuickBooks AI workflows that keep customer’s books tax-ready, locate deductions, project and pay quarterly estimates, and file through TurboTax’s existing full service filing product.

Through a $99/month subscription small businesses get a trusted partner powered by Intuit’s ecosystem to help them stay compliant and minimize taxes throughout the year through:

1:1 assigned dedicated tax expert who knows your business and is your year-round point of contact.
Quarterly tax ready books, done for you—reconciliations, quarter-end close, and exception handling
Living tax plan with quarterly planning sessions—timing moves, saving strategies, elections, and cash-flow impacts
Entity & structure guidance (LLC and S-corp transition timing, §199A, basis, reasonable comp)—Proactive S-corp review and setup
Quarterly estimated taxes—calculated, tuned as income changes, and filed for you
Year-end close; prepared & filed for you in TurboTax—you review and e-sign
Any time & scheduled check-ins with your pro with clear action plans and fast turnaround

IMPACT

Target customers consisted of owners of businesses with high tax complexity who seek strategic financial advice. They are experts in their industries, not in tax law. 84% prefer a professional to manage all aspects of their taxes.
For these filers, accurate filing and tax-saving strategies are fundamental expectations. Beyond these basics, they desire a stable, professional partnership with an expert who makes them feel confident and informed.
We identified four key areas of unmet need in the current market, representing a significant “blank space” for a year-round advisory service:
- Clarity on implications: Simplifying complex tax concepts.
- Efficient info sharing: Streamlining the data exchange process to reduce manual effort and errors.
- Proactive strategizing: Identifying and recommending personalized tax-saving opportunities.
- Actionable steps: Providing clear guidance on how and when to implement the tax strategies discussed with the expert.

THE TEAM

This was a major 0-1 product launch involving the most cross-functional collaboration I’ve experienced in my career. The team included:

2

content designers

3

product designers

7

tax experts

10

developers

3

product managers

2

user researchers

3

customer experience experts

45

other contributors from marketing and beyond

RESULTS

Expert 365 launched as a pilot for up to 200 customers. The key goal of the pilot is to test out service delivery models and capabilities while learning about customer’s key expectations. We plan to scale the pilot to a general audience version of the service by January 2026 to an expanded audience, with a refined monetization strategy and with marketing support.

jade quinncontent design

jade quinn
content design