Secure AI tax document operations
Harper Hofer AI Tax Master
Tax Manager
Level 3 access
Encrypted Demo Mode
SSO, audit, no durable local cache
Role Simulation
Team workload and client/year setup
Demo Gallery
Four workflow demos and four familiar-system demos for replacing the parts of FileCabinet the firm actually depends on.
The recordings exposed the real jobs: UltraTax print routing, federal/state/K-1 splitting, SafeSend intake cleanup, stable e-file attachments, client-first search, and a change-resistant user base that needs familiar screens.
75
Drawers
548
Tax buckets
8
Design demos
4,721
Seeded items
1-HH backend
FileCabinet print/save parity
Drawer ID lookup, date-stamped UltraTax output, federal first, state split, K-1 package routing, instant preview tree.
2-HH frontend
SafeSend/Gather AI intake cleanup
Newly-added downloads, duplicate control, account-number correction, standard vs nonstandard document routing, staff notification.
3-HH attachments
Stable e-file attachment source
SharePoint paths can become preparer-local C-drive paths. The app needs a shared staging path before final SharePoint filing.
Customer demo script
Use these links in order to mirror the recordings.
Tax Desk
The fastest way to replace the FileCabinet save moment: drawer match, federal/state split, K-1 cross-filing, and SharePoint writeback.
Client Vault
Every return, attachment, state, workpaper, and client upload is one search away with UltraTax client ID mapping behind the scenes.
Review Command
SafeSend/Gather AI uploads, duplicate checks, document corrections, and low-confidence batches come to reviewers instead of living in Downloads.
Partner Briefing
Partners see migration risk, attachment-path exposure, client risk, integration health, and security posture without operational noise.
Adoption-first familiar modes
These options deliberately look more like FileCabinet, UltraTax, SafeSend, and Windows Explorer.
The target user is not asking for a flashy app. They need the same mental model, bigger obvious controls, fewer surprises, and no SharePoint root-drive noise. These demos keep the automation underneath while making the first screen feel familiar.
Recommended demo sequence
Show one polished workflow route first, then show FileCabinet Classic or UltraTax Print Capture. That makes the change feel like an upgrade to their existing process, not a forced replacement.
FileCabinet Classic
Looks closest to the daily FileCabinet habit: pick the drawer, open the year, preview, rename, and file.
Lowest-change adoption with older preparers
UltraTax Print Capture
Keeps the existing UltraTax print decision flow and adds a quiet capture screen after the user clicks print.
Replacing the FileCabinet print driver without retraining
SafeSend Review Clone
Mirrors the portal review table users already know, then automates newly-added downloads and routing.
Client-provided document cleanup
SharePoint Drive Lite
Feels like a mapped drive, but only shows the client, tax year, return, attachments, and staging path that matter.
Users who insist on folder browsing