Step 01
Start with the readiness checker
Enter sample founder, business, customer, income, payment, filing, and goal information. The checker identifies preparation gaps and risk-awareness points.
Product boundary: TaxBridge AI supports preparation, risk awareness, record organization, and adviser handoff. It does not replace qualified tax, legal, accounting, immigration, or official authority advice.
What the demo should prove
A reviewer should be able to see that TaxBridge AI is not only a landing page or idea. It has a working user journey, saved records, PDF handoff, document readiness, beta feedback, and evidence summary.
- Clear start path for first-time users
- End-to-end demo journey from checker to evidence
- Founder, adviser, tester, and product-reviewer instructions
- Compliance boundary repeated in the workflow
- Evidence-ready explanation of each product module
- Simple testing order for beta users
Safe demo rules
- Use sample or general information only.
- Do not enter passport, bank, tax return, customer, or confidential business records.
- Use a non-sensitive test report reference when linking documents.
- Use the PDF as a preparation summary for review, not as official advice.
- Use beta feedback to validate clarity, usefulness, trust, and missing workflow steps.
Guided demo flow
Complete these steps in order when testing, presenting, or collecting product evidence.
Open Checker
Step 02
Generate and save a report
Use the generated report as structured preparation material. A saved report shows the product has persistent workflow value, not only one-time page content.
Step 03
Open report preview and export PDF
The report preview creates an adviser-ready handoff. The PDF should be treated as a preparation summary, not final tax, legal, accounting, or immigration advice.
Step 04
Track document readiness
Mark supporting records, profile links, product screenshots, report evidence, beta evidence, and adviser notes as not started, in progress, ready, or reviewed.
Step 05
Collect beta feedback
Ask testers to submit ratings, pages tested, usefulness, clarity issues, and next-feature ideas so the product has live validation evidence.
Step 06
Review evidence summary
Use the evidence page to show product modules, validation coverage, feedback summary, PDF workflow, dashboard, and document-readiness proof.
Founder / SME user
Run the checker with realistic but non-confidential information, review the preparation gaps, save a report, and track the documents needed before adviser review.
Adviser / accountant reviewer
Review the report summary, record checklist, document readiness, and adviser notes to judge whether the user has organized the right information before a paid consultation.
Product reviewer / partner
Follow the guided flow to see a working software workflow: input, scoring, report storage, PDF export, document tracking, feedback capture, and validation evidence.
Recommended beta-test order
- Open this Start Here page and read the safe demo boundary.
- Run the checker with non-confidential sample information.
- Save a report and confirm it appears in My Reports.
- Open the report preview and download the PDF.
- Open Documents and mark the related readiness items.
- Submit beta feedback after completing the workflow.
- Review the Evidence page to confirm the product proof is visible.