SavvyWise

Overview

A research workspace intended to help accountants reduce time spent finding and validating tax information.

Design response

Daily user feedback informed fast iterations. Research and general tasks were separated, then colour-coded to make the active mode obvious and reduce model-selection errors.

Features

• Research modes with clearer separation
• Chat and document context banners
• Reusable prompt workflows
• Organisation, plan, and email-management flows