We added a new Pay Now button to all invoice-related emails that are sent to clients. Clients can make full payments on invoices without logging into their Client Portal!

We released significant enhancements to the Files tab in a Client Record and Global Files that make managing files smoother and more intuitive.

Our developers released an enhanced eSign flow that you can opt into until 4/29.

You can now create eSign templates to help cut down on time spent on tedious tasks!

Our team matched the mobile experience to the automations flow on the web. This applies to automations attached to task and client request templates.

We've tied up a few loose ends from our Engagements release by adding a practitioner-facing email notification when a client accepts an engagement.