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US tax and accounting automation
US tax and accounting automation
Overview
Overview
For the past two years at Inkle, I’ve been deeply involved in building products that make accounting, tax, and compliance easier for US cross-border companies. Inkle is a chat-based CPA service, focused on making these complex processes simple, scalable, affordable, and accessible for global businesses.
During this time, I’ve worked on core features like onboarding, chat, filing, billing, compliance management, bookkeeping, ticketing systems, deadline alerts, and performance tracking. In this case study, I’ll walk you through some of the key projects I’ve contributed to, the challenges we faced, and how we crafted solutions that helped our users achieve better results.
For the past two years at Inkle, I’ve been deeply involved in building products that make accounting, tax, and compliance easier for US cross-border companies. Inkle is a chat-based CPA service, focused on making these complex processes simple, scalable, affordable, and accessible for global businesses.
During this time, I’ve worked on core features like onboarding, chat, filing, billing, compliance management, bookkeeping, ticketing systems, deadline alerts, and performance tracking. In this case study, I’ll walk you through some of the key projects I’ve contributed to, the challenges we faced, and how we crafted solutions that helped our users achieve better results.
Keywords
Keywords
Organized
Organized
Supportive
Reliable
Reliable
Supportive
Supportive
Affordable
Affordable
Efficient
Efficient
Fast
Fast
Secure
Secure
Typography & Colors
Typography & Colors
Typography
Typography
Our font, Be Vietnam Pro, is organized to ensure a clear visual hierarchy. Bold weights are used for headings (H1, H2, H3) to structure content and guide attention. Semi-bold fonts serve as subtitles for secondary headings. Regular weight is used for body text, offering optimal readability in paragraphs. Lighter fonts with tighter spacing are reserved for captions and subtext, ensuring annotations and supplementary details remain subtle without disrupting the main content.
Our font, Be Vietnam Pro, is organized to ensure a clear visual hierarchy. Bold weights are used for headings (H1, H2, H3) to structure content and guide attention. Semi-bold fonts serve as subtitles for secondary headings. Regular weight is used for body text, offering optimal readability in paragraphs. Lighter fonts with tighter spacing are reserved for captions and subtext, ensuring annotations and supplementary details remain subtle without disrupting the main content.
Colors
Colors
Our primary brand color is Purple (#5622FF), which strongly represents Inkle’s identity across all touchpoints. This color establishes consistency and brand recognition. Alongside it, we use a variety of complementary colors for different purposes within our platform. Red is utilized for alerting users to errors or warnings, ensuring critical information stands out. Green is employed to highlight success and positive actions, reinforcing successful interactions. Additional accent, neutral, and surface colors create a balanced visual experience across all elements, while a dynamic purple gradient adds depth to key visuals.
Our primary brand color is Purple (#5622FF), which strongly represents Inkle’s identity across all touchpoints. This color establishes consistency and brand recognition. Alongside it, we use a variety of complementary colors for different purposes within our platform. Red is utilized for alerting users to errors or warnings, ensuring critical information stands out. Green is employed to highlight success and positive actions, reinforcing successful interactions. Additional accent, neutral, and surface colors create a balanced visual experience across all elements, while a dynamic purple gradient adds depth to key visuals.
Primary
Primary
Gradient
Gradient
Accent
Accent
Neutrals
Neutrals
State
State
Surface
Surface
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Some of my work at Inkle
Some of my work at Inkle
Some of my work at Inkle
Chat
Chat
Tickets
Tickets
Compliance
Compliance
Billing
Billing
Chat
Problem Statement
Problem Statement
Users found it hard to connect their chat conversations with their filing tasks. They couldn’t easily track chats related to specific seasons, and linking info from other parts of the product was frustrating. This caused constant back-and-forth messages and delayed urgent feedback from admins, leaving users stressed and slowing down their process.
Users found it hard to connect their chat conversations with their filing tasks. They couldn’t easily track chats related to specific seasons, and linking info from other parts of the product was frustrating. This caused constant back-and-forth messages and delayed urgent feedback from admins, leaving users stressed and slowing down their process.
Users found it hard to connect their chat conversations with their filing tasks. They couldn’t easily track chats related to specific seasons, and linking info from other parts of the product was frustrating. This caused constant back-and-forth messages and delayed urgent feedback from admins, leaving users stressed and slowing down their process.
Solution
Solution
To address these challenges, the new design was built to provide a seamless, real-time support experience tailored to the filing process. The solution introduced several key features:
Instant Real-Time Assistance: Users now receive immediate help through an intuitive chat interface, reducing delays and streamlining communication.
Direct Agent Connection: A “Call an Agent” feature connects users directly with support agents, ensuring quick resolution for complex queries.
In-Chat Document Upload: Users can now upload documents directly within the chat, minimizing disruptions and keeping everything in one place.
Linked Filings: Conversations are linked directly to specific filings, allowing users to easily track and reference relevant chats without switching contexts.
Integrated Chat Cards: Key features like payments, documents, and open items are accessible through interactive chat cards, giving users the tools they need right within the conversation.
To address these challenges, the new design was built to provide a seamless, real-time support experience tailored to the filing process. The solution introduced several key features:
Instant Real-Time Assistance: Users now receive immediate help through an intuitive chat interface, reducing delays and streamlining communication.
Direct Agent Connection: A “Call an Agent” feature connects users directly with support agents, ensuring quick resolution for complex queries.
In-Chat Document Upload: Users can now upload documents directly within the chat, minimizing disruptions and keeping everything in one place.
Linked Filings: Conversations are linked directly to specific filings, allowing users to easily track and reference relevant chats without switching contexts.
Integrated Chat Cards: Key features like payments, documents, and open items are accessible through interactive chat cards, giving users the tools they need right within the conversation.
Before
Before
After
After
Tickets
Tickets
Problem Statement
Problem Statement
Admins and customers lack a holistic view to track tickets, leading to difficulty in identifying urgent issues, assigning responsibility, and resolving complaints promptly.
Admins and customers lack a holistic view to track tickets, leading to difficulty in identifying urgent issues, assigning responsibility, and resolving complaints promptly.
Solution
Solution
Streamlined for efficient issue tracking and resolution. Key features include:
Ticket Generation: Create tickets via chat or the tickets dashboard.
Admin View: Admins can see all tickets and access detailed information by interacting with each one.
Ticket Types: Includes both priced and unpriced tickets.
Assignees: Each ticket is assigned to a staff member for end-to-end management.
Heat Mapping: Urgent tickets are highlighted in red and orange based on their urgency.
Streamlined for efficient issue tracking and resolution. Key features include:
Ticket Generation: Create tickets via chat or the tickets dashboard.
Admin View: Admins can see all tickets and access detailed information by interacting with each one.
Ticket Types: Includes both priced and unpriced tickets.
Assignees: Each ticket is assigned to a staff member for end-to-end management.
Heat Mapping: Urgent tickets are highlighted in red and orange based on their urgency.
Before
Before
After
After
Compliance dashboard
Compliance Dashboard
Problem Statement
Problem Statement
Users lack a comprehensive view to track all filings and their statuses, including active states, federal filings, and state filings.
Users lack a comprehensive view to track all filings and their statuses, including active states, federal filings, and state filings.
Solution
Solution
Calculation Summary: Simplify your taxes with a clear and concise calculation summary.
Active States: Keep track of the states where you are conducting business.
Visual Map Display: View a map highlighting your active business locations in the U.S.
Filing Status Indicators: easily see which filings are pending, require action, or are completed.
Integrated View: Access all compliance-related information in one centralised panel.
Calculation Summary: Simplify your taxes with a clear and concise calculation summary.
Active States: Keep track of the states where you are conducting business.
Visual Map Display: View a map highlighting your active business locations in the U.S.
Filing Status Indicators: easily see which filings are pending, require action, or are completed.
Integrated View: Access all compliance-related information in one centralised panel.
Product page
Product page
Problem Statement
Problem Statement
Users cannot view all services offered by Inkle in one place, making it time-consuming to manage and pay for filings individually.
Users cannot view all services offered by Inkle in one place, making it time-consuming to manage and pay for filings individually.
Solution
Solution
One page to find, add, and pay for all your filings, ensuring a hassle-free process:
All-in-One Access: Find and add all required filings on a single page.
Simple Process: Add required filings to your cart with ease.
Easy Checkout: Complete the process with a one-time payment.
Peace of Mind: Stay stress-free after payment.
One page to find, add, and pay for all your filings, ensuring a hassle-free process:
All-in-One Access: Find and add all required filings on a single page.
Simple Process: Add required filings to your cart with ease.
Easy Checkout: Complete the process with a one-time payment.
Peace of Mind: Stay stress-free after payment.
