Print multiple invoices at a time. Only saved, sent, or downloaded invoices will have the option to be printed in bulk. Drafted invoices will not be included.

A banner with the total outstanding invoice amount for the client will be displayed in the client record on the Home tab.

Easily create engagements from customizable templates.

You can use engagement templates to quickly create and send bulk Engagements to multiple clients at once.

Drafted engagements will be able to be sent in bulk from the Engagements List.

Insights reports will be able to include Engagements data.

You will be able to create, edit, and save a form that includes custom sections, groups, fields, and question types.

Questionnaires can be sent via client request to be filled out by clients.

You can view the filled out form in the Organizer area of the client record.

We will introduce a beta version of an email summary tool in both the global email inbox and the communication tab within the client record. This tool will allow you to consolidate multiple emails and quickly summarize key conversations for easier reference.

E-signatures are getting an upgrade! You’ll be able to add text fields to documents, easily drag and resize fields, and allow clients to draw their signatures. This update will be available both in-app and on mobile.