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December 2022
Updated over a week ago

The following release notes are up to date as of January 3, 2023.

Client Management

✨ Client List 2.0

  • We launched a brand-spanking new Client List experience! Some of the amazing enhancements we made are listed below:

    • Right-click editing

    • Column resizing

    • Pagination with infinite scroll

    • Table customization

    • Filtering and sorting

    • Search

    • Bulk actions


  • You will have the ability to alternate between the new client list and the current experience at any time through May 1, 2023.

Tax Resolution

πŸ‘€ 2022 Individual Tax Organizer

  • We released multiple content additions and improvements to Individual Tax Organizers for a better user experience.

πŸ“‚ Self-Employed Tax Organizer

  • Our team has made it possible for practitioners to obtain information from their Schedule C filers directly within the Individual Organizer.

πŸ’Ό 2022 Business Tax Organizers

  • We have pushed a release of Business Organizers, which helps practitioners get information from Partnership, S Corporation, and C Corporation clients.

πŸͺ² Minor Releases/Bug Fixes

Document Management

πŸ•˜ Last Resent Date Showing in eSign

  • Our team launched an update to help with confusion on when or if an eSign request was resent.



πŸ“‹ Organizer Modal Updates

  • We have made improvements to the Create Organizer modal and the Create Bulk Organizer modal to support creating business organizers.

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