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Open the real workbench as a staff member of a fictional firm, see what that firm's client sees, or open an example case and see the work it produces.

The live demo

A fictional firm with its staff, clients and work already in place. You use it as one of its people.

  • The professional's workspace

    Today, clients, work and communications in a fictional firm, as one of its staff.

  • What your client sees

    The portal and documents as a household of that firm.

Your work email lets you change the examples, start your own cases, ask the assistant and open the live demo.

We email you a link that signs you in. There is no password. Privacy notice

Example cases

Each example is a fictional household or business with the work already done. Open one to see every panel, the saved results and the pages it produces.

  • The retired couple's claiming map: every pair of claiming ages, with the best one marked.

    Retirement income

    A retired couple in Maryland

    When to claim Social Security, how much to convert to Roth, and Maryland's estate tax beside the federal exemption.

    Open this example
  • One of the private wealth family's funds: its commitment, what was paid in and what was distributed.

    Estate strategy

    A private wealth family

    Private funds, a family partnership and trusts, compared across estate strategies.

    Open this example
  • The home builder's 2026 return in the Return panel: why its amounts are unavailable, with Form 8995 named first.

    The return

    A home builder's 2026 return

    This year's return as tax planning, each part that cannot be worked out yet named with its reason, and every state compared.

    Open this example
  • The return we will not file: the notice that says, in plain words, why it cannot be filed as it stands.

    Filing or declining

    A return we will not file

    A return that is worked out in full and then declined for filing, with the reason by name.

    Open this example
  • The young family's term ladder against a need that falls as the mortgage is paid down.

    Protection

    A young family's protection

    Life insurance and an income floor sized against the family's own plan.

    Open this example
  • The electrical contractor's business answers, proposed for review before they are applied.

    Underwriting

    An electrical contractor

    The risk interview, the business answers to review and the appetite evaluation they prepare.

    Open this example
  • The sample estate plan: Maryland's estate tax threshold beside the federal exemption, and the strategy comparison below it.

    Estate plan

    A sample estate plan

    The plan drawn from the household's finances, the documents it needs and the filings it creates.

    Open this example

Start with your own facts

An empty case for a household or business you describe, starting with a short intake.

Start with your own facts

Tours and screens

  • The phone app, screen by screen

    The client's own app, from sign-in to their documents.

    See the screens

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