V2 design comparison studio
FileCabinet CS to Tax Master Cabinet
Left side is what the user recognizes today. Right side is the selectable Tax Master app design they are choosing from.
New Tax Master app choices
Choose one page design for this workflow.
Option 1
Closest to Original
Looks and behaves closest to the parent system while adding Tax Master routing, status, security, and SharePoint writeback.
Option 2
Review Workspace
Uses a left queue, center preview/review area, and right filing plan so staff can confirm and save without hunting.
Option 3
Document Center
Puts search, client/year folders, document lists, metadata, and preview into a clean client-centered page.
Option 4
Split Review Board
Shows the active client, document groups, exceptions, and save actions in one denser review page.
New Tax Master app view
Option 1: Closest to Original for Tax Master Cabinet
MOORE, JEFF R & GRETCHEN E (3MOOREGRETC)
FileCabinet tree rebuilt in Tax Master
12/31/25 controlled preview
Client ID matched
3MOOREGRETC
SharePoint writeback
Ready
Preview security
No download
Audit trail
Logged
Tax Master Cabinet additions stay quiet: SharePoint storage, encrypted preview, audit history, split-return routing, and client ID validation.
Client match
3MOOREGRETC
Storage
SharePoint
Security
Encrypted + logged
User action
Confirm and save
Adoption goal
Keep the user in a familiar tax-document mental model.
Operational goal
Split, label, preview, and file without making staff browse SharePoint root folders.
Security goal
No download preview, logged access, role-aware permissions, and encrypted storage workflow.
Open full side-by-side comparison reference
What users currently use
FileCabinet CS
Users trust this tree because it tells them exactly where a return went.
What Tax Master replaces it with
Tax Master Cabinet
Preserves drawer lookup, packages, K-1 links, preview, and history.
Original user experience
Closest visual match to the current tool
What users currently use
Old system: FileCabinet CS drawer and document tree
FileCabinet tree
MOORE, JEFF R & GRETCHEN E (3MOOREGRETC)
12/31/25 controlled preview
New Tax Master app view
Replacement workflow using the same mental model
New Tax Master app
New app: Tax Master Cabinet keeps the same muscle memory
FileCabinet tree
MOORE, JEFF R & GRETCHEN E (3MOOREGRETC)
12/31/25 controlled preview
Storage
SharePoint
Lookup
Client ID + drawer
Security
Encrypted + logged
Noise
Root drive hidden