Onboarding

Onboarding

Visual redesign

The existing design was outdated both visually and mechanically. To reduce cognitive load, I split the user form into clear, step-by-step screens — making it easier to complete and naturally mobile-friendly. I also introduced field autosave and an AI-powered business category suggestion from the Estonian registry, further streamlining the process and reducing friction

Choosing a plan

I also redesigned the subscription upgrade step. To simplify decision-making, i applied a nudge approach: the most suitable plan is pre-selected by default, while users can easily switch to another option on the same screen if needed. This reduced friction and guided users toward faster plan adoption

Incorporation

Incorporation

Incorporation was the most complex and business-critical step, previously managed outside the platform. The flow had to adapt to different client types, each with its own document requirements. For example, Monthly Reporting clients needed to submit four documents, while Lite clients only two. Segmenting users by plan was therefore essential before designing the flow, ensuring the process was tailored, efficient, and scalable.


I focused on building a solid desktop experience that could easily scale down to mobile — with clear document statuses, error flags, and progress tracking in one central hub