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Product migration
Guide long-time TurboTax Desktop customers toward TurboTax Online
Role: Content designer, strategy
Challenge
Help loyal Desktop customers feel comfortable changing a tax routine they’ve relied on for years.
Outcome
Built the foundation for guiding Desktop users toward Online, creating a clear entry point that supports engagement, confidence, and gives teams a way to measure what drives switching.
Impact
Assuage anticipated anxiety and confusion around switching by centralizing key information about TurboTax Online into a clear, educational hub for Desktop users.
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