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
and CUSTOM EXPORTS!
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
👤 2022 Individual Tax Organizer
We released multiple content additions and improvements to Individual Tax Organizers for a better user experience.
📂 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.
💼 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.
🪲 Minor Releases/Bug Fixes
Document Management
🕘 Last Resent Date Showing in eSign
Our team launched an update to help with confusion on when or if an eSign request was resent.
Workflow
📋 Organizer Modal Updates
We have made improvements to the Create Organizer modal and the Create Bulk Organizer modal to support creating business organizers.