PotentialFactor

Tax Intake Portal

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Demo workflow

1. Create a client

Engagements

Organizer queue

Workflow map

Data path

Live preview

Client-specific organizer

Private copy

Templates

Organizer types

Sections

Fields

For this client only

Additional questions

0 questions

Secure organizer

Riverbend Floral LLC

Legal business name Federal EIN Entity type Primary contact

W-2 wages 1099 income Rental activity Foreign income

Gross receipts 1099-K amount

Property address Rental days

Payroll expense Rent expense Vehicle mileage Charitable contributions

Bank statements 12 files Payroll reports 3 files Prior year return Missing Attach documents

Delivery

Export packet

Accountant review PDF Client answers, missing items, uploads index Normalized CSV One row per mapped field JSON data file Ready for future tax software mapping Tax form draft Planned integration

Review table

Mapped fields

Normalized