This project began when Thomson Reuters needed to update their software for professional tax preparers and accountants to meet new U.S. governmental security standards. Working on a short timeline with a hard deadline, I was tasked to design:
- One security login process that would work for existing desktop software and web apps,
- A mobile application (iOS and Android) to give users the ability to login with multi-factor authentication (including application logo)
- Customer emails and communications: to announce the new security requirements; educate customers about multi-factor authentication; and
- The registration and security administrative pages, which firms would need to create new accounts for their employees.
Below are some screenshots from the design process. Many of these are not the final design. They were edited or changed because user testing, new technical requirements, technical limitations, or to meet the deadline.