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.

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.

Hybrid Navigation

Previous direction: dropdowns on right instead of breadcrumb.

Icon-only rail with command palette focus.

Multi-entity workspace approach with pinned tabs.

Stripped-down navigation with breadcrumb focus.

Onboarding & Guided Setup

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.

Smart Table (Standalone)

Full spreadsheet-style table with Federal, M-3, and state columns.

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.

Multi-tier entity structure view.

Capital Accounts

Partner capital account tracking grid.

Income/loss allocation workflow.

M-1 Adjustments

Book-tax reconciliation adjustments.