Third Party Software Integration Study

Balancing company needs with taxpayer privacy to enable secure third-party integration.

CONTEXT

A two part study on an Online Account feature allowing the import of IRS Data. I explored both the taxpayer and the software companies’ perspective on expectations & concerns. Coming soon!

Timeline

Oct - Nov 2025

Role

Lead UX Researcher

Team

2 Researchers

Scope

Usability Testing, Synthesis

Jaclyn Chin

©

2026

Third Party Software Integration Study

Balancing company needs with taxpayer privacy to enable secure third-party integration.

CONTEXT

A two part study on an Online Account feature allowing the import of IRS Data. I explored both the taxpayer and the software companies’ perspective on expectations & concerns. Coming soon!

Timeline

Oct - Nov 2025

Role

Lead UX Researcher

Team

2 Researchers

Scope

Usability Testing, Synthesis

Jaclyn Chin

©

2026

Jaclyn Chin

©

2026

Third Party Software Integration Study

Balancing company needs with taxpayer privacy to enable secure third-party integration.

CONTEXT

A two part study on an Online Account feature allowing the import of IRS Data. I explored both the taxpayer and the software companies’ perspective on expectations & concerns. Coming soon!

Timeline

Oct - Nov 2025

Role

Lead UX Researcher

Team

2 Researchers

Scope

Usability Testing, Synthesis

Jaclyn Chin

©

2026

Jaclyn Chin

©

2026

Third Party Software Integration Study

Balancing company needs with taxpayer privacy to enable secure third-party integration.

CONTEXT

A two part study on an Online Account feature allowing the import of IRS Data. I explored both the taxpayer and the software companies’ perspective on expectations & concerns. Coming soon!

Timeline

Oct - Nov 2025

Role

Lead UX Researcher

Team

2 Researchers

Scope

Usability Testing, Synthesis

Jaclyn Chin

©

2026

Jaclyn Chin

©

2026

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3rd Party Integration Study

Balancing company needs with taxpayer privacy to enable secure third-party integration.

CONTEXT

A two part study on an Online Account feature allowing the import of IRS Data. I explored both the taxpayer and the software companies’ perspective on expectations & concerns. Coming soon!

Timeline

Oct - Nov '25

Role

Lead UX Researcher

Team

2 Researchers

Scope

Usability Testing, Synthesis

Jaclyn Chin

©

2026

Jaclyn Chin

©

2026