V2 design comparison studio
SurePrep / Client Uploads to Tax Master Intake Triage
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 Intake Triage
Tax Master intake triage
AI labels, human confirmation, SharePoint filing
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
SurePrep / Client Uploads
Client uploads are useful until staff have to download, unzip, rename, and guess.
What Tax Master replaces it with
Tax Master Intake Triage
Sorts by W-2, K-1, 1099, organizer, brokerage, workpaper, state, and exception.
Original user experience
Closest visual match to the current tool
What users currently use
Old system: SurePrep / Client Uploads review table
Delivered clients
Bennett Family Holdings
Ready
Northline Surgical Group
14 newly added
Redstone Dental
Ready
Morrison Ventures
Ready
New Tax Master app view
Replacement workflow using the same mental model
New Tax Master app
New app: Tax Master Intake Triage, AI-assisted and still human-confirmed
Intake queue
Bennett Family Holdings
Ready
Northline Surgical Group
14 files need route confirmation
Redstone Dental
Ready
Morrison Ventures
Ready