Better Client Experience

• Password-free Sign In for Clients
• Ability for client to set urgency of their request
• Show firm’s logo in the Dashboard page
• Add instructions for all questionnaires

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Documents

• Ability to donwload folder as zip from Documents page

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Speed Improvements

• Faster Document Uploads
• Faster Questionnaire Popups

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Questionnaire Template Page Improvements

• Questionnaire Preview Mode
• Show the latest questionnaire templates first
• Ability to have unlimited questionnaire templates

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Automatic Form Validations in Questionnaires

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Security

• Automatically sign out clients after 30minutes of inactivity

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Bug Fixes & Improvements

• Add Tax Year hint in Document Checklist
• Longer Expiration for staff users
• Show full notification even though text is too long
• Show loading screen when client submits the questionnaire

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