A high-end user-friendly tax management platform, that provides
personalized tax solutions for high net-worth individuals and businesses.
As a product designer at Gelt, I've been responsible for crafting intuitive user experiences and visually appealing interfaces, while also managing our design system and expanding our visual language to ensure consistency and scalability across our product.

Product design, UX UI, Branding, Design system development

Icons offer a means to lighten the serious tone of tax matters. I tried to craft a rich, playful, and dynamic set representing tax-related terms in a memorable and tidy manner.

Tax projection is a real time tax modeling tool that allow the users to see how different financial choices and life changes might affect their taxes by creating flexible "what-if" scenarios. I designed this table-based tool to be approachable and intuitive for both inexperienced users and advanced CPAs. Drawing from familiar behaviors found in Google Sheets and Excel, I aimed to make it easy to learn and inviting.

A quick and easy way to search and add an input when using the tax projection tool

The Vault serves as a centralized section for storing and organizing tax-related files, streamlining accessibility for CPAs.To enhance usability and effectiveness, I implemented a bulk-operations toolbar and a tagging system.

In order to build trust and transparency, as well as provide a way to communicate, this stakeholders section presents to the user their team leads and offers CTAs to meet and contact.

While the Gelt platform is primarily utilized on desktop browsers, we required mobile optimization to facilitate information viewing and basic actions.

Tooltips, toasts and more :)

The Gelt landing page was a combined effort of the internal Gelt design team, presented here are some of the sections I designed.

I translated Gelt's product visual language into a graphic and illustrated brand style.