Shomitro Kumar Ghosh

Product Designer · New York

IRS2Go

Keeping tax tasks inside the IRS’s official app.

RoleUX research & product designCourse project
PlatformiOS & Android
MethodsInterviewsTask analysisUsability testing
ResultSUS 31.3 → 78.25
IRS2Go design system
Overview

An official app that kept sending people elsewhere

IRS2Go is the IRS’s official mobile app, but almost every task sent people out to a website. Our team redesigned it to keep refund checks, payments and tax help inside the app, and raised its usability score from 31.3 to 78.25.

/02.

Five screens, almost nothing built in

People had to re-enter their SSN and tax year on every visit, and most buttons opened irs.gov. Reviews were blunt: the app had a 2.8 rating on the App Store.

  • Redirects. Nearly every task left the app for the IRS website.
  • Re-entering. Nothing was saved, so every visit started from scratch.
  • No onboarding. Nobody knew what the app could actually do.
What reviews said

App Store, Play Store and Quora reviews pointed at the same frustrations.

IRS2Go design system
/03.

From interviews to a tested prototype

We started by talking to people, not by redrawing screens.

  1. 1InterviewsThree participants, ages 20–40, walked us through filing their taxes.
  2. 2Task analysisWe mapped refund status and payments step by step, every redirect included.
  3. 3RedesignKept every key task in the app, with saved inputs and clearer screens.
  4. 4Usability testing11 participants, ages 16–65, thinking aloud through three tasks.
IRS2Go design system
IRS2Go design system
/04.

Bringing everything in-app

The core decision was simple: stop redirecting people.

Refund statusSaved inputs, a masked SSN and one-tap year selection.Shomitro
PaymentsProcessor fees compared in the app, with no trip to irs.gov.Shomitro
Tax helpA focused FAQ and a “still need help?” form instead of a list of links.Shomitro
IRS2Go design system
IRS2Go design system
IRS2Go design system
/05.

Refund status, before and after

Drag the slider to compare the old form with the redesign.

BeforeAfter

Fig. Refund status — original app (left) and redesign (right).

/06.

Payments without leaving the app

Hover the numbers to see how payments now work.

The new Payments tab

Both ways to pay sit in one place, with a clear way out for anyone who can’t pay yet.

IRS2Go design system
Pay from your bank
IRS Direct Pay, free and secure, opened from inside the app.
Pay by card
Approved processors listed, so people can compare before paying.
Can’t pay now?
A plain note points to more options instead of a dead end.
Payments tab
Payments got its own tab, next to Refunds and Tax Help.
/07.

Testing with 11 real users

We tested the old app and the new prototype with 11 participants, ages 16 to 65. They thought aloud through three tasks, then rated usability on the standard 10-question scale. What we saw changed real screens.

IRS2Go design system
/08.

A clickable prototype

The working Figma prototype we tested with: all four tabs, onboarding, the refund form, payment processor selection and the confirmation modal.

Open the prototype ↗
/09.

Usability from 31.3 to 78.25

The old app scored 31.3. Our redesign hit 78.25. We had set 75 as the target — the team cleared it.

SUS — redesign
0.00
Above our target of 75.
SUS — original
0.0
The starting point before the redesign.
Participants
0Ages 16–65, thinking aloud through three tasks.
Core tasks in-app
0Refund status, payments and tax help.
/10.

What I learned

The biggest insight wasn’t about UI patterns — it was about trust. Every time the app sent users to an external site, it was silently saying “we can’t handle this.” Bringing those flows in-house, adding a confirmation step before payments, reducing how much users had to remember — these weren’t big features, but they changed how people felt about the product entirely.

If we continued, the next focus would be the sign-up flow (our biggest remaining drop-off point) and inline field validation — so users know something’s wrong before they hit submit.

More work

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