Partnership Tax Platform
Prototype Gallery — UI/UX explorations for agent-native tax compliance
Prototypes
Idea Registry
Startup Tasks
Heritage Bento Dashboard — Current Direction
Current Direction
Client Dashboard
Blackstone Capital client view. Compliance pipeline, priority actions, K-1 volume, entity list. Expandable sidebar, Cmd+K palette, AI Assist.
Current Direction
Entity Dashboard
Blackstone Master Fund entity view. K-1 schedules, trial balance, allocation, partners list, entity structure org chart with JS-drawn connections.
Foundation
Original Foundation
Initial Heritage Bento prototype before spatial synthesis. Preserved as reference for the design evolution.
Navigation Patterns
Current Direction
Breadcrumb Navigation
Client / Dataset / Entity breadcrumb. Refined rail with SVG icons and polish.
Exploration
Hybrid Navigation
Previous direction: dropdowns on right instead of breadcrumb.
Exploration
Command Rail
Icon-only rail with command palette focus.
Exploration
Workspaces
Multi-entity workspace approach with pinned tabs.
Exploration
Minimal
Stripped-down navigation with breadcrumb focus.
Onboarding & Guided Setup
New
Guided Chat Onboarding
Document-driven discovery flow. Upload docs, agent analyzes and builds engagement scope.
Trial Balance Mapping
Current Direction
Integrated Smart Table
Smart table view with full navigation shell. Breadcrumb, rail, agent inline.
Exploration
Smart Table (Standalone)
Full spreadsheet-style table with Federal, M-3, and state columns.
Exploration
Hybrid List + Detail
Account list on left, detail panel on right. Focused review workflow.
Original Prototypes
Client Dashboard
Original landing page with engagement summary and workflow status.
Entity Dashboard
Entity-level view with workflow steps and agent panel.
Trial Balance (Original)
Original trial balance import view.
Partners Master
Partner list with validation status.
Entities
Multi-tier entity structure view.
Capital Accounts
Partner capital account tracking grid.
Allocations
Income/loss allocation workflow.
M-1 Adjustments
Book-tax reconciliation adjustments.