Product Update – March 2025

Product Update – March 2025

New 🌟

  • Client Requests Reminders – Reduce the need to follow up with clients manually; reminders can now automatically be sent for Client Requests.
  • Xero Integration – Connect and import your Customers from Xero.
  • Quickbooks Online Integration – Connect and import your Customers from QBO.
  • Client Following Notifications – Users following a Client will now receive Inbox notifications when Contacts upload files to Shared Folders, with filenames included.
  • Send Client Requests via Task Card – Quickly send all Client Requests directly from the Task Card.
  • Audit Trail for Documents – Keep track of document changes with a full audit trail.

Improved ⬆️

  • Task Index Filter Update – The "Include Subtasks" filter is now a select menu for "Type," allowing users to choose from Tasks, Subtasks, or Client Requests for better task management.
  • Bulk Actions for Client Requests – Easily send Client Requests using the updated bulk actions on the Task Index.
  • Task Templates Enhanced – Client Requests can now be added directly to Task Templates.
  • Automatic Contact Addition – Contacts will now be automatically added to Client Requests, simplifying the process.
  • Inbox Notification Updates – File upload notifications now include filenames for better clarity.

Fixed 🔧

  • Search on Client Requests – Improved search functionality for easier navigation.

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