The secure sending of a PDF experience. Since the tax return is the mother lode of sensitive information, we wanted the emailing to be secure -- it's not acceptable to just attach and let the accountant send. I wanted to design an experience that was simple and straightforward, while still being secure. This 3 step process:
- Tap the action/send button in the top right when viewing the PDF
- Type in any word for us to encrypt the PDF on, and tap Continue
- We format an email using the default iOS Mail app, complete with the client's email in the To: field, an editable message, and the now password-protected PDF attached. You simply hit send if all looks good.
There is then a reminder to the accountant that it is "on them" to share the password with their client. They could of course, defeat the security by typing "the password is: intuit" in the body of the email, but we found that most used a commonly known combination (e.g. Client's ZIP code + last 4 digits of SSN) or they were on the phone with the client and shared real-time. We did everything in our power to make it simple AND secure for them, and Intuit's Security team was blown away (and approved it with flying colors).
Customers told us that even when they were sitting in front of their computer, signed in to ITO (the main product that this app is a companion to), and they got a request from a client for a copy of their tax return, they would pull out their phone to send it! "It was just easier and faster than doing it through the website...love that feature!". This sequence was featured in the CEO's Leadership Offsite video on awesome mobile product experiences.