The following release notes are up to date as of January 3, 2023.
✨ 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
- 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.
👤 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
🕘 Last Resent Date Showing in eSign
- Our team launched an update to help with confusion on when or if an eSign request was resent.
📋 Organizer Modal Updates
- We have made improvements to the Create Organizer modal and the Create Bulk Organizer modal to support creating business organizers.