The following release notes are up-to-date as of December 3rd, 2024.
Client Engagement
We've released the ability to duplicate an engagement! This provides the ability to change the client and anything else you'd like WITHOUT needing to rework the stuff that stays the same.
Our team has released the 2024 Tax Organizer! We've added a few enhancements.
An option for a tax refund to be applied to next year’s taxes
Driver’s License/State ID info is required if using that identification type under the Personal tab
Required field for clients to enter their bank routing information after choosing “Yes” to receive a refund via direct deposit
Added helpful footnotes to the deductions section
Time and Billing
Our team has updated our invoice design providing additional functionality.
The ability to drag and move line items to re-order them how the user sees fit.
Ability to see all outstanding credits for the selected client right within the invoice creation flow and apply for credits while creating an invoice.
Please Note: Firms with QBO integration do not have this ability.
Streamlined invoice settings within the gear icon.
Our team has released the option to View Details on paid invoices. This allows users to see the underlying line items for paid invoices.
Our team has added the following option to sync invoices and payments with a time-out error when syncing to QBO.
Sync Now option
Workflow
Our team has added the following Return Types to the Tax Preparation Fields and search function.
940
941
1099
5500
Other
Document Management
Our team has released a new version of the Desktop Assistant for MAC. This release helped with performance enhancements, bug fixes, and notification updates.