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/ FileEasy

FileEasy: file your taxes like an expert is guiding you

A concept app that makes first-time tax filing feel effortless. AI catches mistakes, explains every decision and never hides a cost.

AI

TaxTech

Mobile app

Self-initiated

My role

Solo product designer and researcher

Team

6 interviews, 14+ screens, interactive prototype

Timeline

Mobile app

Platform

Self-initiated concept, not shipped

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Problem

First-time filers cannot tell which ITR form or tax regime to pick, miss deductions, and have no expert to catch mistakes.

What I did

Ran 6 interviews and surveys, synthesized JTBD and affinity maps, designed 14+ screens in Figma and built an AI-assisted prototype.

Result

A guided flow aimed at the biggest confusion points. It is a concept, so there is no usage data yet.

The problem

First-time filers get stuck at the same points.

  • Don't know which ITR form to use

  • Confused: Old Regime or New Regime?

  • Miss deductions they are eligible for

  • No expert around when doubts hit

  • Don't trust "free" and fear hidden costs

I want a platform that guides me like an expert would, without hidden costs.

User need

Goals and users

Salaried first-time DIY filers in India, aged 22 to 40.

Primary users. Salaried, first-time DIY filers in India, 22 to 40.

Research participants. 6 first-time and early-stage DIY filers, interviewed and surveyed to validate real filing behaviour.

Approach. A solo research-to-prototype process. I ran the interviews, synthesized patterns into JTBD and problem statements, then moved into wireframes and an AI-assisted prototype.

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Build filing confidence

Move users from anxious to independent.

Cut CA dependency

Simple returns should not need an expert.

Earn trust

Users trust clear pricing more than a known brand.

My role

Solo product designer and researcher, from research through prototype. AI-assisted and mentor-reviewed.

Discovery and decisions

  • Ran 6 user interviews and surveys

  • Synthesized findings into JTBD, affinity maps and problem statements

  • Defined scope and target user

Design and delivery

  • Designed the full flow, 14+ screens, in Figma

  • Built an interactive prototype with AI (Claude, Figma Make)

  • Owned every research, scope and design decision. AI sped up execution, not judgment

Research

I interviewed and surveyed first-time DIY filers to find where confidence actually breaks down, not just which tool they use.

  • Confusion peaks at two moments: picking the right ITR form and choosing a tax regime

  • Users know some deductions exist but not all they are eligible for

  • They don't want full automation. They want a guide, not a black box

  • Upfront cost transparency matters more than brand name

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The solution

Five features turn the most confusing filing decisions into simple, guided steps: form selection, regime choice, data entry, deductions and pre-submission checks.

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Smart ITR recommendation

  • Recommends the right ITR form after a quick profile check

  • Shows all forms side by side, so users understand why

  • Removes the top confusion point found in research

Regime comparison

  • Old and New Regime side by side, no jargon

  • An AI recommendation backed by the user's real numbers

  • States the exact saving upfront, for example "₹10,660 more back"

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AI Form 16 import

  • Upload Form 16 and AI extracts salary, TDS and employer details

  • Fields fill automatically, with no manual entry

  • Shows what was filled so users can verify, not just trust

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Guided deductions

  • Surfaces only deductions relevant to the user's profile

  • Shows the remaining headroom for each deduction limit

  • Skips the generic, one-size-fits-all checklist

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Final review check

  • Runs automated checks before submission

  • Flags mismatches against AIS and Form 26AS

  • Gives users the second pair of eyes they said they were missing

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Outcomes

A self-initiated project to test whether AI-guided decisions could replace the missing expert in the room for first-time filers. It is validated through research and not yet shipped.

Top confusion points targeted

Research-backed design addresses the two biggest problems: ITR form selection and regime choice.

A gap users named

Pre-submission AI checks respond to having no one to catch mistakes before filing.

Trust blocker addressed

Upfront pricing transparency targets the strongest trust blocker found in interviews.

Want to talk about a project like this?

Tell me what you are building and I will reply within a day.

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