The following release notes are up-to-date as of February 4th, 2025.
Client Engagement
We've introduced the ability to create an engagement directly from a template! This streamlines your workflow, allowing you to send engagements faster without the extra step of creating them manually.
Our team is excited to introduce Custom Questionnaires! These fully customizable forms allow you to effortlessly collect client information for intake, tax preparation, and more. Tailor each questionnaire to fit your needs and streamline your workflow!
We've added the ability to Save a Questionnaire as a PDF! For step-by-step instructions, check out our guide here!
Clients can now complete Questionnaires directly in the Client Portal App! For step-by-step instructions, check out our guide here!
Communication Tab Updates
We've updated the Communication tab in the Client Record with a cleaner design and improved usability! If you’d like to delay the update, simply click the Gift Box icon in the bottom right corner of the screen.
We're excited to introduce our latest AI Email Tool: Email Summaries! This feature helps you save time by highlighting key details and summarizing important information from your email conversations. This feature is available in the Inbox Tab and Communication Tab in the Client Record.
In the Communication Tab:
In the Inbox Tab:
We are thrilled to introduce the new Experimental Features settings tab! This lets you toggle beta features on and off, giving you early access to tools still in development. Since these features are evolving, you’ll notice updates and improvements over time—that’s part of the fun!
We’d love your feedback—share your thoughts here!
Time and Billing
Our team has introduced Bulk Print for invoices! When you select multiple invoices for bulk printing, you'll receive an email with the invoices, allowing you to print them all at once.
Payments Banner
Take a look at the new Payments Banner on the Home tab in the Client Record! This banner provides a quick view of the total outstanding invoices for the client. Click the View Outstanding Invoices button to go directly to the Billing tab and see all client invoices.
Learn about surcharging on our new Surcharging FAQ page! This page covers:
What is Surcharging?
Why use Surcharging?
How does it work?
Is it legal?
How do I enable surcharging in my account?
