Tax OCR Document Review — hero

Lead Product Designer

Trinetix · 2023 – 2024

Tax OCR
Document
Review

Replacing folders and Excel with a real tax review platform. Six weeks instead of six, because of AI. And the honest story of what AI actually sped up — and what it didn't.

Who was in the room

Three of us. A project manager who handled the client and the calls. Me. And one other designer.

We were both in the company's top-10 AI initiative — meaning we'd been using Claude and other tools more aggressively than anyone else internally, for long enough that the company had noticed and put us in a small group to figure out what AI-first design actually looked like in practice. This project was where the theory got tested.

It was also, though I didn't know it yet, my last project as a regular designer. Right after delivery, the company promoted me into product owner. The AI initiative had paid for itself.

Before we got there

A US tax review platform. The kind of software where a person sits down with a screen full of documents and has to decide, one by one, whether the numbers add up.

Before us, they were doing it in Excel and folders. Actual folders, on a shared drive, with filenames like TAX_REVIEW_FINAL_v3_REAL_v2.xlsx. The pain was so thorough nobody bothered explaining it — they just opened the screen share and let it speak.

The job: build the thing that replaces the folders.

The honeymoon

The first week felt like cheating.

We'd talk through a problem, throw it at AI, get fifteen directions back inside an hour, narrow to three, push further, narrow to one. Ideation that used to eat days now ate afternoons. We were generating options faster than we could evaluate them.

I remember thinking: this is what people meant by 10x.