ClearTax is a leading Indian fintech platform that enables individuals and businesses to file taxes and manage financial services online.
As the platform evolved to support multiple tax and compliance use cases, spanning individual filing, business services, ERP integrations, and premium offerings under ClearTax Black, its experience needed to keep pace with that growth.
NetBramha's work centered on ClearTax's user flows and information architecture. Key tax workflows were mapped and refined to improve discoverability and reduce user friction.
This included the expert-led ITR flow, which was rebuilt through a research-driven approach to simplify complex tax filing journeys. This workflow-level work laid the foundation for a platform-wide design system.
A structured design system standardised colours, typography, components, and UI states across ClearTax's ecosystem, defining not just visual elements but illustrations and UI states as well. A scalable component system was built on top of this foundation, enabling consistency, faster iteration, and long-term product maintainability across the platform.
The design system and refined workflows were carried across ClearTax's full product surface. Homepage and core product screens were redesigned to simplify tax filing, improve clarity across financial workflows, and scale across the platform ecosystem. This included a research-led redesign of service screens and ERP integrations, a landing experience for ClearTax Black positioning premium tax and wealth services with clarity and a high-trust visual language, and screens supporting discovery across ClearTax's multiple products and user segments.
The multi-product web experience was redesigned for clarity, consistency, and structured navigation across tax filing, business services, and financial products, and the mobile application was redesigned to improve the experience across end-to-end financial and tax-related user journeys.
Simplified ITR filing for 2.5M+ individuals and 40,000+ organisations, through clearer layouts, interaction patterns, and a research-driven expert-led tax flow.
Reduced cognitive load through clearer hierarchy, structured information architecture, and guided automations across financial and tax-filing journeys.
Scalable design system enabling faster iteration and a consistent product experience across ClearTax's full product ecosystem, from individual filing to ClearTax Black.