TurboTax case study

Intuit successfully launches health insurance section of TurboTax with help from UserTesting

About this case study

TurboTax, the #1 best-selling tax software in the U.S., faced a unique challenge: 2014 was the first tax year that U.S. taxpayers had to report their health coverage to the IRS, meaning that TurboTax needed to identify a way to accurately guide taxpayers through the newly required healthcare forms.

To ensure that they were leading users through a clear and easy-to-understand experience, TurboTax enlisted the help of UserTesting. They got feedback from taxpayers all across the U.S. to validate their prototypes and identify effective messaging.

Read the full case study to learn how TurboTax collected user feedback throughout development to refine the user experience without slowing down the process.

case study cover

  • How to be an effective communicator

  • How to remain calm around difficult personality types

  • Techniques to ensure a successful launch

About the guest

Headshot of Person McPerson

Person McPerson

Chemist, Astronaut NASA

Anna Lee Fisher is an American chemist, emergency physician, and a NASA astronaut. The mother of two children, in 1984 she became the first mother in space. Fisher is the oldest active American astronaut. During her career at NASA, she has been involved with three major programs: the Space Shuttle, the International Space Station and the Orion project.