Read-only product tour

Follow one payment from record to review.

This page uses fictional sample data. Nothing is editable, no account is required, and the tour does not save visitor-entered financial information.

Safe to exploreSample records only. No uploads, forms, or tracking workspace.

Fictional sample workspace

Lakefront Property Group project

Sample record

Payment recorded$4,800.00Paid May 12, 2026

Paid

Income record

Keep the facts together while they are fresh.

Payer: Lakefront Property Group
Gross amount recorded: $4,800.00
Income category: Photography client
Record date: May 12, 2026
Work state: Illinois
Payment status: Paid

Viewward organizes what the user records. It does not independently verify that an amount is taxable or belongs in a particular tax year.

Reserve plan

Track a planning target without moving the money.

Sample gross payment$4,800

Illustrative planning rate25%

Sample target$1,200

This percentage is fictional sample data—not a tax calculation or payment recommendation. Actual tax depends on the person, income, expenses, entity, withholding, location, and other facts.

Supporting documents

See what is attached and what still needs follow-up.

Client invoiceSample status: attached
Attached
Signed contractSample status: follow up with payer
Requested
Tax formConfirm form and delivery status with payer or adviser
Review

A checklist is an organizational prompt. It does not decide which form or proof a user is legally required to have.

Review export

Prepare organized files for the user or a professional to review.

Income CSV for spreadsheet review
Document-status manifest
Missing-document checklist
Plain-language planning summary

What an export does not do

It is not a filed return, a tax payment, professional approval, or a guarantee that the records are complete.

Ready to use your own records?

Create your workspace or return when you are ready.

Viewward uses a one-time email link. Keep independent copies of all source records.

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