Partnership Tax Platform

Blackstone Capital client view. Vercel-style nav with client switcher, entity dropdown, X-able purpose pill. Compliance pipeline, priority actions, K-1 volume. Mobile responsive.

Blackstone Master Fund entity view. Vercel-style nav with breadcrumb dropdowns, page label. K-1 schedules, trial balance, partners, entity structure. Mobile responsive.

Initial Heritage Bento prototype before spatial synthesis. Preserved as reference for the design evolution.

Client / Dataset / Entity breadcrumb. Refined rail with SVG icons and polish.

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.

Document-driven discovery flow. Upload docs, agent analyzes and builds engagement scope.

Smart table view with full navigation shell. Breadcrumb, rail, agent inline.

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

Account list on left, detail panel on right. Focused review workflow.

Original landing page with engagement summary and workflow status.

Entity-level view with workflow steps and agent panel.

Original trial balance import view.

Partner list with validation status.

Multi-tier entity structure view.

Partner capital account tracking grid.

Income/loss allocation workflow.

Book-tax reconciliation adjustments.