Alert popup for incomplete questionnaire upon submission.
Better Control over Client Contact and Access
Allow passwordless to be enabled/disabled for client
Allow primary contact switching, including switching spouse for primary contact
Ability to change the questionnaire expiration time
More Customizations for Questionnaires
Questionnaire email subject is customizable
Ability to reorder, rename questionnaire exports
API Support for Data Entry Automation
Accounting firm who wants more customizations can use
Better Notification Control
Batch notification Document-related and questionnaire-related email notifications
Users can now track triggered the notification (document uploaded, information changed, questionnaire submitted, etc.)
Ability to filter by notification types
Display of the automated reminders. You will be able to see one of the following "hints" when you hover over the "Last Activity" date. If there's an auto-reminder, you’ll be able to see the next reminder date if applicable.
New Activity Summary Page
You and your team now have a page for the actionable insights summary by monitoring client activities for certain time periods (yesterday, today, or this week). You can read more details here.
Bug Fixes & Improvements
Fixed zapier integration issues around completion
Fixed issue where only one attachment is visible on Conversation
The next generation cloud-based platform for tax firms.