Recent updates

What's New?

April

2022

April Improvements

- Enabled Suggested Tasks
- Redesigned client dashboard to be more user-friendly
- Enabled accountant profile pictures
- Rolled out test client feature
- Enabled Product Tour and Custom Reports (beta version)
- Enabled Client Activities summaries

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March

2022

March Improvements

- Alert popup for incomplete questionnaire upon submission
- User can enable/disable passwordless login for clients
- Primary contact switching, incl. switching spouse
- User can change the questionnaire expiration time

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Feb

2022

February Improvements

- More options for exporting questionnaire
- View as Client Mode in Questionnaire View popup
- Built out 'Exported document history'
- Improvements to 'Conversations' page
- Improvements in questionnaire PDF export & batch-send
- Bug fixes & improvements

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Jan

2022

January Improvements

- Better questionnaire experience for clients
- Instant notification for new activity & client messages
- Improvements to questionnaire template page
- Conversation feature improvements
- Support for ‘Answer Later’ and ‘Upload Later’

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Nov

2021

November 2021 Improvements

- Document Checklist, bulk uploads, & more
- Redesign of link-based client sign in
- Client Inactivity Control feature for inactive clients
- Questionnaire export improvements
- 'Conversation' export feature

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Oct

2021

October 2021 Improvements

- Questionnaire improvements
- Make Documents page embeddable on any website
- Easier navigation for Notifications
- Conversation Improvements
- Data-entry automation improvements

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Sep

2021

September 2021 Improvements

- Overview page customizations
- Firm Group support
- Easy document transfer between different entities
- Prior Year Document Checklist

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Aug

2021

August 2021 Improvements

- Built out Client Tags feature for user to sort clients
- Built out 'Hidden Items' feature
- Update admin Dashboard, All Questionnaires tab

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July

2021

July 2021 Improvements

- Users can mass email 'Assigned clients'
- Built out Out of Office feature, incl. default message
- Users can add in-line link in messages to clients

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May

2021

May 2021 Improvements

- Expanded shortcut use for keyboard shortcuts
- Rolled out 'Reminders' for firm users
- Rolled out Reminders contingent on client actions
- New, revamped and simplified UI and UX

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