IRS Profile Page Redesign

Scaling a taxpayer-facing product while balancing legacy constraints, usability, and future growth.

IRS Profile Page Redesign

Scaling a taxpayer-facing product while balancing legacy constraints, usability, and future growth.

TL;DR

TL;DR

  • Challenge: The profile page had become cluttered and inconsistent, which limited scalability and frustrated users.


  • Solution: I redesigned the page with tabbed side navigation, plain language, and reusable components aligned with the IRS design system.

  • Impact: The redesign reduced clicks for key tasks, improved consistency, and delivered scalable components that were later adopted across IOLA.

  • Role: I led the end-to-end redesign, aligned stakeholders, and supported engineering delivery—all within a one-month timeline.

OVERVIEW

Role

Lead UX Designer

Team

1 Product Manager
2 UX Researchers
4 Engineers

Timeline

Nov - Dec 2024

Tools

Figma
FigJam
GitLab
IRS DS

Context

The IRS Individual Online Account (IOLA) profile page had grown increasingly cluttered, making it difficult for taxpayers to manage their information efficiently. With several new features on the roadmap, the legacy design could not scale and threatened to overwhelm users.

In my role as Lead UX Designer, I drove the end-to-end redesign, balancing user needs, design system consistency, and backend constraints. I worked closely with a PM, two UX researchers, and four engineers to develop a scalable solution that could evolve alongside the IRS’s growing digital services.

Before
IRS profile page before redesign.
IRS profile page before redesign.
IRS profile page before redesign.
After
IRS profile page after redesign.
IRS profile page after redesign.
IRS profile page after redesign.

CHALLENGE

Challenge

Users faced confusion due to redundant labels, inconsistent layouts, and unclear organization, which often led to errors and frustration. At the same time, the legacy backend imposed limitations on how much we could overhaul interactions, meaning that any redesign had to work within technical constraints.

Additionally, upcoming features would have overwhelmed the single-page design, creating a clear need for a scalable, modular structure that could support future growth without sacrificing usability.

Annotated profile page showing redundant titles, poor readability, and inconsistent usage of sentence casing.
Annotated profile page showing redundant titles, poor readability, and inconsistent usage of sentence casing.
Annotated profile page showing redundant titles, poor readability, and inconsistent usage of sentence casing.
Second screenshot showing a long page length of the original profile page.
Second screenshot showing a long page length of the original profile page.
Second screenshot showing a long page length of the original profile page.

PROCESS

Research & Alignment

I began by conducting a comprehensive page audit, identifying inconsistencies in information architecture and labeling. I reviewed a 2021 usability study that highlighted key usability pain points, such as redundant and unclear labels.

To ensure alignment, I facilitated stakeholder workshops, where we defined four core goals for the redesign:

Simplify the interface

Clarify content

Optimize for new features

Improve usability and consistency

Ideation & Tradeoffs

Next, I ran a comparative analysis of both fintech and consumer account platforms. This research revealed that modular sections and side navigation were effective patterns for scalable user experiences.

Platforms compared

During ideation, I navigated tradeoffs between stakeholders: engineers highlighted backend constraints, limiting scope to front-end changes for maximum impact, while the PM preferred card-based layouts. I advocated for a cleaner, non-card layout using evidence from competitive analysis and mobile usability research. The result was a tabbed side navigation structure that grouped related information intuitively and could accommodate future features.

Sketch of a redesigned profile page.
Sketch of a redesigned profile page.
Sketch of a redesigned profile page.
Low-fidelity wireframe of the redesigned profile page using a side navigation.
Low-fidelity wireframe of the redesigned profile page using a side navigation.
Low-fidelity wireframe of the redesigned profile page using a side navigation.
Sketch of the mobile view for the redesigned profile page.
Sketch of the mobile view for the redesigned profile page.
Profile landing page showing a menu of profile sections.
Profile landing page showing a menu of profile sections.
Precise view of a profile page section on mobile.
Precise view of a profile page section on mobile.

Design & Validation

I developed wireframes to test the new information architecture across desktop and mobile. High-fidelity prototypes were then built using reusable IRS design system components.

Because time constraints prevented taxpayer testing, I partnered with our UX researchers to run a heuristic analysis with team members unfamiliar with the system to validate interactions. This analysis informed key fixes, including success alerts for saved changes and standardized button labels, which collectively improved the overall clarity and usability of the page.

Heurisitc evaluation highlighting usability issues on the banking information page.
Heurisitc evaluation highlighting usability issues on the banking information page.
Summary of usability issues following heuristic evaluation.
Summary of usability issues following heuristic evaluation.

Collaboration & Handoff

I partnered closely with the IRS design system lead to formalize new reusable components for the profile page. These components were later adopted across other IOLA pages, ensuring consistency and scalability.

I also delivered annotated Figma specs, detailing spacing, variants, and edge cases, and supported engineers with fast QA turnaround and weekly dev syncs. These efforts ensured the redesign was implemented efficiently, despite backend constraints and a tight timeline.

Design specifications delivered to developers
Design specifications delivered to developers
Design specifications delivered to developers

CONCLUSION

Outcome

The redesigned profile page restored consistency by aligning layout, typography, and labels with the IRS design system. The introduction of side navigation and reusable components unlocked scalability, enabling faster development for upcoming features.

Beyond the immediate redesign, the side navigation pattern has been reused on other IOLA pages, demonstrating the broader impact of the project. Engineers reported smoother implementation and appreciated the clarity of documentation and specifications, which streamlined the development process.

Next Steps & Reflections

Usability Testing

Test with taxpayers to validate our improvements.

Usability Testing

Test with taxpayers to validate our improvements.

Usability Testing

Test with taxpayers to validate our improvements.

Tracking Metrics

Track key metrics such as task completion time, success rates, and confidence scores.

Tracking Metrics

Track key metrics such as task completion time, success rates, and confidence scores.

Tracking Metrics

Track key metrics such as task completion time, success rates, and confidence scores.

Explore Concepts

Explore personalized dashboards for freqent vs infrequent IOLA users.

Explore Concepts

Explore personalized dashboards for freqent vs infrequent IOLA users.

Explore Concepts

Explore personalized dashboards for freqent vs infrequent IOLA users.

This project reinforced my ability to drive user-centered change within legacy constraints. I learned how to influence stakeholders using competitive evidence rather than opinion, how to build scalable foundations that endure beyond short timelines, and how to advocate for design system evolution to support future growth.

If I had more time, I would have conducted usability testing with taxpayers to validate IA groupings and measure improvements in clarity and task success.

Tien Tran - Built with a Gundam-inspired theme

Tien Tran - Built with a Gundam-inspired theme

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