V2 demo gallery and design lab
Show the old workflow, then let them choose the new app style.
This version keeps the original workflow demos visible, compares each familiar system to Tax Master, and gives stakeholders four page design options to click through and vote on.
Beta demo user
moore@harperhofer.com
75
Drawers
4,721
Seeded items
4
Priority workflows
4
Design options
Demo Gallery
Original workflow demos, preserved with stronger V2 paths.
These are the colorful workflow demos from the first version, now paired with the closest V2 comparison route.
Tax Desk
Daily save and file workspace
Start from the familiar FileCabinet replacement, then open print capture only when that workflow is being demonstrated.
Client Vault
Client-first document center
Hide SharePoint root noise behind a FileCabinet-like client view.
Review Command
Reviewer and manager queue
Route SurePrep/client uploads by confidence, type, and exception status.
Partner Briefing
Partner-level visibility
Show portfolio risk, filing status, and governance without daily file noise.
What they use today
FileCabinet, SharePoint, UltraTax, SurePrep
What they are moving to
Tax Master app options they can choose from
Priority 01
FileCabinet CS
Drawer tree, UltraTax CS node, 12/31 year buckets
Users trust this tree because it tells them exactly where a return went.
New app replacement
Tax Master Cabinet
Same drawer habit, SharePoint-backed storage
Preserves drawer lookup, packages, K-1 links, preview, and history.
Priority 02
SharePoint Drive
Mounted drive with too much folder noise
SharePoint works as storage, but the mounted drive is a weak daily workspace.
New app replacement
Tax Master Client Vault
FileCabinet-like client view over SharePoint
Client ID, partner, tax year, state, federal, SurePrep, and attachment context are pre-filtered.
Priority 03
UltraTax Print Returns
Existing print dialog and FileCabinet destination
The print moment should stay boring. That is the adoption path.
New app replacement
Print To Tax Master
One added destination, then confirm and file
Add a Tax Master print/save destination, split pages, confirm client, then write to SharePoint.
Priority 04
SurePrep / Client Uploads
Client-provided docs and workpaper intake
Client uploads are useful until staff have to download, unzip, rename, and guess.
New app replacement
Tax Master Intake Triage
Newly added files, AI labels, human confirmation
Sorts by W-2, K-1, 1099, organizer, brokerage, workpaper, state, and exception.
New app design options
Every V2 route includes four selectable Tax Master page options and thumbs-up voting.
These options are tied to the parent page being replaced: FileCabinet, SharePoint, UltraTax Print, or SurePrep/client uploads.
Option 1: Closest to Original
Parent-page layout
Looks and behaves closest to the parent system while adding Tax Master routing, status, security, and SharePoint writeback.
Option 2: Review Workspace
Parent-page layout
Uses a left queue, center preview/review area, and right filing plan so staff can confirm and save without hunting.
Option 3: Document Center
Parent-page layout
Puts search, client/year folders, document lists, metadata, and preview into a clean client-centered page.
Option 4: Split Review Board
Parent-page layout
Shows the active client, document groups, exceptions, and save actions in one denser review page.