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TaxPilot

Product and web experience for an Italian platform bringing CAF and patronage services online, from eligibility checks and payment to documents and request tracking.

Client
TaxPilot
Industry
Tax services
Services
Product designWeb platformClient panel
TaxPilot homepage: the headline "Online taxes made Simple with Tax Pilot." beside an illustrated man working on a laptop
TaxPilot homepage.

Context

Italian bureaucracy, brought online.

TaxPilot offers CAF and patronage services online: ISEE certificates, 730 tax returns, rental-agreement registration and land-registry searches, among others. Each normally means forms, documents and an appointment. The platform lets people choose, qualify for, pay for and track a service from home, while certified experts handle the work behind it.

Market
Italy
Services
ISEE, 730 returns, rental agreements, land registry
Surfaces
Marketing site, request flow, client panel
Languages
Designed in English and Italian

Approach

Three decisions shaped the product.

  1. 01

    Price and turnaround up front

    Every service card and page states its price, VAT included, and how long it takes, so the cost and the wait are known before a request starts.

  2. 02

    Check before checkout

    A short questionnaire tests the minimum requirements for the chosen service and flags an unmet one in place, before the payment step.

  3. 03

    Status over paperwork

    After payment, the panel replaces the paper trail: documents uploaded against a named type, and every request labelled pending, in progress or completed.

Service catalogue

Every service priced before it is requested.

Each CAF and patronage service is a card with its price, VAT included, and a turnaround time. The service page repeats all three beside a single Request Service action, on desktop and on mobile.

TaxPilot service catalogue: cards for ISEE forms, rental agreements and a land-registry search, each with a price, a VAT Included badge and a 6-hour turnaround badge
TaxPilot mobile service page: Rental Agreement Registration, €29.99 with VAT included and 6 hours, and a Request Service button

Guided request

Eligibility is checked before anyone pays.

Requesting a service opens a short questionnaire over the service page. A progress bar shows how far along it is, an unmet requirement is flagged in place, and a completed check hands over to payment.

Question modal: "Do you have SPID?" with Yes and No buttons
01Requirement check
Question modal with a progress bar: "Have you previously applied for a single allowance?"
02Progress through the questions
The same question with the error "Minimum requirements not met" beneath the answers
03Unmet requirement, flagged in place
Processing modal: requirements are being analysed and the client will be redirected to the payment page in 10 seconds
04Hand-off to payment

Client panel

One place to see where every request stands.

Personal information, documents and requests live in one panel. Documents are uploaded against a named type, and every request carries a status (pending, in progress or completed) in a table on desktop and in cards on mobile.

Client panel, All Requests: a table of service, price and status, with Pending, In Progress and Completed labels
File Management modal: choose a file type, from income certificates to a disability decree, then Upload file
File Management modal after upload: two tax-certificate PDFs listed, with Add more files
TaxPilot mobile panel, All Requests: cards numbered #01 to #03, each with a service, price and status label

Brand and interface

A four-colour brand, carried into the interface.

Blue carries the primary actions, from Explore Services to Request Service and the questionnaire answers. Yellow frames the closing calls to action, and charcoal anchors the footer and the panel’s dark buttons.

TaxPilot logo: a blue percentage mark and wordmark, with the tagline "La Soluzione Innovativa per la Tua Fiscalità"
  • #007BFF
  • #FFC107
  • #0AD6A1
  • #373737

Service blueprint

Clients move online. Experts do the work.

Client

  1. 01ChooseA priced service from the catalogue
  2. 02CheckGuided eligibility questions
  3. 03PayCart and checkout
  4. 04UploadDocuments by type, in the panel
  5. 05TrackPending, in progress, completed

TaxPilot experts

  1. 05ReviewCertified experts check the data
  2. 06DeliverCompleted file in the dashboard, by email or WhatsApp

Capabilities used

  • Product design
  • UX flows
  • Responsive web design
  • Client panel design
  • UI components
  • Web development
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