- 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
- 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
- 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
- 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’
- 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
- Questionnaire improvements
- Make Documents page embeddable on any website
- Easier navigation for Notifications
- Conversation Improvements
- Data-entry automation improvements
- Overview page customizations
- Firm Group support
- Easy document transfer between different entities
- Prior Year Document Checklist
- Built out Client Tags feature for user to sort clients
- Built out 'Hidden Items' feature
- Update admin Dashboard, All Questionnaires tab
- 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
- 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
