TaxFlow AI: E-commerce & Product Analyst

Daily Analysis Report

Executive summary generated for .

Daily Conversion Rate

4.2% ↑ 0.8% vs avg

Sign-up to Paid conversion

Filings Completed

1,248 ↓ 12% vs yesterday

Paid users who filed today

Est. Revenue Risk

$14.2k Recoverable

Abandoned carts (Last 24h)

Agent Findings

Theme of the Month: "The Procrastination Wave." Traffic has increased by 40% week-over-week as the deadline approaches, but session duration has dropped. Users are skimming, not filing.

Critical Insight: Users engaging with the "Crypto Calculator" feature are 3x more likely to convert to the Premium Plan, yet only 15% of free tier users discover this tool.

Anomaly Detected: Spike in drop-offs at "State Return" step for users in California. Potential UI bug or complexity issue with CA specific forms.

Traffic Trend (Year over Year)

Funnel & Churn Analysis

Tracing user flow from Landing Page to IRS Acceptance.

Conversion Funnel

Visitor

Signup

Payment

Filed

Top Drop-off Points

1. Pricing Page 42% Churn

Users are price sensitive. Agent suggests A/B testing a "Pay from Refund" option prominently.

2. Document Upload 28% Churn

OCR failures reported. Suggest promoting manual entry fallback earlier.

3. Review Screen 15% Churn

"Fear of Audit" triggers hesitation. Suggest highlighting "Audit Defense Included" here.

Product Feature Intelligence

Correlating feature adoption with successful filing.

Feature Usage: Filed vs. Dropped

This chart compares which features were engaged with by users who successfully filed taxes versus those who abandoned.

Feature Impact Analysis

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Most Valuable Feature: W-2 Import

88% of users who successfully use the W-2 photo import go on to file. It reduces friction significantly.

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Friction Point: 1099-B (Crypto)

High usage, but also high drop-off. The UI for matching transactions is reported as "confusing."

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Opportunity: Deduction Finder

Only 30% of freelancers use the guided deduction finder, but those who do have a 95% satisfaction score.

Market Event Correlation

Analyzing external drivers (IRS dates, News) against internal metrics.

Traffic vs. Public Events (Q1)

IRS Event Traffic Vol

Event A: IRS Opens Filing

Jan 29. Resulted in 200% spike in logins, but low immediate filing (users gathering docs).

Event B: News "CTC Expansion"

Feb 14. Support chat volume spiked 5x with questions about Child Tax Credit eligibility.

Event C: Corp Deadline

Mar 15. Slight dip in individual consumer traffic, spike in "Schedule C" related queries.