Sjoerd Faesen

Lanaken, BE

sjoerd@idea8.be

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sjoerd@idea8.be

Fintech

My.Adsolut.com: Tax & accounting SaaS platform

Transition from legacy on-premise tax & accounting solutions to a SaaS platform, combining onboarding, licensing, product access, client management, support, integrations, and initial producs.

Role

UX Design Lead

Industry

FinTech

Duration

2019-2022

Company size

150-200 (T&A Division)

Challenge

Build a SaaS platform to modernise the Wolters Kluwer Tax & Accounting product experience to be faster, simpler, and more connected. In the existing on-premise setup, feedback cycles were slow, onboarding was complex, and users had to rely on spreadsheets and scattered tools to manage data, updates, and compliance.

Results

My.Adsolut.com and various products were launched simultaneously as a Software-as-a-service model. Customers are now able to onboard My.Adsolut.com, manage members and licenses online.

This helped accountants and SMEs by having tools that are always up to date with compliance and can deliver powerful simulations to every member of their organisation, linked to their on-premise software with shared data and support at hand.

350+ active subscriptions in 6 months
5.000+ customers opted in and migrated to Adsolut.com
Pipeline for new cloud product enabled
Integrating with numerous on-premise products and 3rd party solutions
Full online accounting suite in the making
Cloud platform adoption of the global Wolters Kluwer organisation

Challenge

Results

My.Adsolut.com and various products were launched simultaneously as a Software-as-a-service model. Customers are now able to onboard My.Adsolut.com, manage members and licenses online.

350+ active subscriptions in 6 months
5.000+ customers opted in and migrated to Adsolut.com
Pipeline for new cloud product enabled
Integrating with numerous on-premise products and 3rd party solutions
Full online accounting suite in the making
Cloud platform adoption of the global Wolters Kluwer organisation

5k+

customers migrated in 6 months on My.Adolut.com

350+

new customers in 6 months on Adolut.com

30%

reduced sprint delivery time

What we learned

The legacy logic was dictating the user experience

We interviewed a diverse selection of customers and held focus group sessions to better understand bottlenecks in the current process. We identified a need to solve a lot of frustrations regarding the current process and fiscal simulations.

Clients just wanted answers

Simulations to calculate cost of ownership of a certain vehicle, to select the best legal entity for their new business, to create a financial plan and to optimize long term savings. Most clients didn’t know where to start to simulate the request they had at the time, and didn’t want to bother the accountant.

A lot of overhead for the accountant

Tax accountants had to deal with numerous Excel files, though collaboration and constantly having to keep compliance up to date.

Legacy solutions are costly

The business’ main problem was the lack of an online payment method, high demand of support and a very long onboarding process for their on-premise products.

How might we

Wolters Kluwer

Launch and capture customer- and market feedback earlier by shortening customer-centric design, development and release cycles.
Switch to a subscription based model by offering online payment plans and user management.
Reduce overhead in (technical) support for a broad range of products by making the onboarding instant and intuitive, defining an intuitive user experience and improving the online support platform.
Leverage existing client data, existing solutions and market innovations by implementing internal and 3rd party integrations.
Do all this without overloading the existing customers with a phased migration approach.

User

Reduce scattered (client) data and increase team collaboration by centralizing everything in an online data model.
Eliminate the necessity for internal spreadsheets by always have up-to-date products with compliance and legal updates.
Streamline costs data management, integrating features like seat- and product-based licensing, and roles- and rights management.
Provide more value to customers by having tools that support live and up-to-date examples to customers in various products.
Create accurate, always up-to-date fiscal simulations to support the needs of clients and SMEs.

Solutions

Onboarding & migration

Simplifying how users onboard, join organisations, and migrate from legacy tools. By unifying personal accounts with multi-organisation access, we removed friction during setup and allowed users to seamlessly switch context without juggling multiple logins.

View the process

↴

User onboarding
Research showed clients often belonged to multiple organisations. We solved this by allowing users to onboard with their personal email, join several organisations, and switch context at any time within the platform. No more logging in and out per client!
E.g. “As an independent contractor, I can do maintenance for multiple organisations.”
Guiding the user
Initial prototype feedback indicated users struggling with complex concepts like accounts, organisations, roles, and products. We introduced educational pages with clear overviews, videos, and FAQs to support understanding and reduce support needs.
Verifying an organisation
Anyone can register and create organisations, but for some services the business required verifying users as legitimate WK clients. We solved this with a parallel track that whitelists organisations via customer ID.
Roles and organisations
Roles like admin or member define access to apps and data within each organisation. Since a separate organisation management platform already existed before I joined, I focused on ensuring everything was logically connected and consistent across the user experience.

User onboarding
Research showed clients often belonged to multiple organisations. We solved this by allowing users to onboard with their personal email, join several organisations, and switch context at any time within the platform. No more logging in and out per client!
E.g. “As an independent contractor, I can do maintenance for multiple organisations.”
Guiding the user
Initial prototype feedback indicated users struggling with complex concepts like accounts, organisations, roles, and products. We introduced educational pages with clear overviews, videos, and FAQs to support understanding and reduce support needs.
Verifying an organisation
Anyone can register and create organisations, but for some services the business required verifying users as legitimate WK clients. We solved this with a parallel track that whitelists organisations via customer ID.
Roles and organisations
Roles like admin or member define access to apps and data within each organisation. Since a separate organisation management platform already existed before I joined, I focused on ensuring everything was logically connected and consistent across the user experience.

User onboarding
Research showed clients often belonged to multiple organisations. We solved this by allowing users to onboard with their personal email, join several organisations, and switch context at any time within the platform. No more logging in and out per client!
E.g. “As an independent contractor, I can do maintenance for multiple organisations.”
Guiding the user
Initial prototype feedback indicated users struggling with complex concepts like accounts, organisations, roles, and products. We introduced educational pages with clear overviews, videos, and FAQs to support understanding and reduce support needs.
Verifying an organisation
Anyone can register and create organisations, but for some services the business required verifying users as legitimate WK clients. We solved this with a parallel track that whitelists organisations via customer ID.
Roles and organisations
Roles like admin or member define access to apps and data within each organisation. Since a separate organisation management platform already existed before I joined, I focused on ensuring everything was logically connected and consistent across the user experience.

Subscriptions & seat management

Redefining how organisations subscribe, assign seats, and manage access across products. By simplifying flows, surfacing key information, and supporting real-world account structures, we made complex licensing logic feel intuitive for both admins and end users.

View the process

↴

Central dashboard overview
The business needed clear separation between product access and purchase rights. We designed a central dashboard that shows users only what’s relevant to their role. Admins can view subscriptions and start purchase flows, while regular users simply access the products assigned to them. Each product card shows key info like status and trial availability.
Product info & pricing
Each product page provides detailed information about the product, its features, and subscription status. Depending on the user’s role, admins can see pricing, seat management options, and initiate a purchase, while users only see their personal access. The product page acts as the main entry point into the purchase or management flow, keeping complex licensing logic hidden until it’s relevant.

Central dashboard overview
The business needed clear separation between product access and purchase rights. We designed a central dashboard that shows users only what’s relevant to their role. Admins can view subscriptions and start purchase flows, while regular users simply access the products assigned to them. Each product card shows key info like status and trial availability.
Product info & pricing
Each product page provides detailed information about the product, its features, and subscription status. Depending on the user’s role, admins can see pricing, seat management options, and initiate a purchase, while users only see their personal access. The product page acts as the main entry point into the purchase or management flow, keeping complex licensing logic hidden until it’s relevant.

Central dashboard overview
The business needed clear separation between product access and purchase rights. We designed a central dashboard that shows users only what’s relevant to their role. Admins can view subscriptions and start purchase flows, while regular users simply access the products assigned to them. Each product card shows key info like status and trial availability.
Product info & pricing
Each product page provides detailed information about the product, its features, and subscription status. Depending on the user’s role, admins can see pricing, seat management options, and initiate a purchase, while users only see their personal access. The product page acts as the main entry point into the purchase or management flow, keeping complex licensing logic hidden until it’s relevant.

Trusted by Professionals

While most of my client reviews are NDA-protected (because, you know, top-secret agency white label stuff), I managed to sneak in a few favorites from my previous partners.

Working with Athos 2.0 has been a game-changer for our app's user experience.
Their innovative UI designs and seamless Framer development have elevated our product to new heights. Kudos to Athos for their expertise and dedication.
Sienna Hewitt
CEO, Tech Innovations
Working with Athos 2.0 has been a game-changer for our app's user experience.
Their innovative UI designs and seamless Framer development have elevated our product to new heights. Kudos to Athos for their expertise and dedication.
Joakim Korsgaard
CEO, Tech Innovations
As a fellow UI/UX designer, I'm truly impressed by Athos 2.0's ability to create visually stunning and user-friendly interfaces.
Their Framer development skills bring designs to life effortlessly. A true professional in the field!
Maria Septimus
Lead Designer, Dynamics Agency
We collaborated with Athos 2.0 on a critical project, and their UI/UX designs not only met but exceeded our expectations.
It's a pleasure to work with professionals who understand the art and science of user experience.
Giana Kenter
Founder, Mobile Dynamics Startup
Working with Athos 2.0 has been a game-changer for our app's user experience.
Their innovative UI designs and seamless Framer development have elevated our product to new heights. Kudos to Athos for their expertise and dedication.
Sienna Hewitt
CEO, Tech Innovations