V2 design comparison studio
UltraTax Print Returns to Print To Tax Master
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 Print To Tax Master
Print Returns
Print destinations
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
UltraTax Print Returns
The print moment should stay boring. That is the adoption path.
What Tax Master replaces it with
Print To Tax Master
Add a Tax Master print/save destination, split pages, confirm client, then write to SharePoint.
Original user experience
Closest visual match to the current tool
What users currently use
Old system: UltraTax Print Returns flow
Print destinations
Current result
FileCabinet destination is familiar but still tied to the old cabinet
Current UltraTax print action sends the return to FileCabinet CS
Client ID is known, but SharePoint still needs a better filing layer.
New Tax Master app view
Replacement workflow using the same mental model
New Tax Master app
New app: Print To Tax Master flow
Print destinations
Confirmation screen
Only confirm the client, split, and destination
Waiting for To Tax Master
Client ID match: 3MOOREGRETC / Tax year 2025 / 96 pages