Latest Updates

Magic Link Login for the Client Portal — Contacts can now log in to the portal using a secure magic link, removing the need to remember a password. Links expire after 15 minutes and are limited to 3 uses, protecting against link scanning by email security systems while keeping access secure
Signature Request Tracking — A new Files tab in the left navigation gives you a central view of all uploaded files. Select Signature Requests to see the status of every document and resend requests directly from the same screen
Bulk Actions on Contacts — Select multiple contacts from the Contacts Index and perform actions in bulk, saving time when managing large client lists
UK Client Fields & Companies House Lookup — Set your region to the UK under profile settings to access UK-specific client fields and add or update clients using Companies House data
Invoice Reference on Time Entries Report — The Time Entries Report now shows the invoice number against each billed time entry, making it easier to reconcile time with invoices

Electronic Signature Experience — A smoother, more guided signing flow. Signers are now automatically moved to the next field after completing each one, signatures can be uploaded, and the Complete button stays fixed at the top of the screen so it's always visible. If a signer tries to close the page without clicking Complete, they'll see a prompt to confirm. Documents also preview correctly on mobile, and the date format on signed documents now respects your region settings
Login Experience — Refreshed login flow with a cleaner layout and improved usability
File Preview — Faster file loading, an improved preview modal, and a loading spinner so you always know when a file is being prepared
Mobile Experience — Better layout for the left menu, file previews, and document viewing across mobile devices
Record Count on Listings — When there is a single page of records, it now also includes the number of entries
Client Deletion Permissions — Only account owners and admins can now delete clients, adding an extra layer of protection against accidental removal
Email Styling — Updated the look and feel of system emails
404 Page — Improved design when you land on a page that doesn't exist

WIP Report Filters — Fixed an issue where the Client Groups and Service Types filters only worked when used together. Each filter now works independently
Billing Report Totals — Resolved a calculation error that was doubling the total amount billed on the Billing Report
Voided Invoice Time Entries — Time entries on voided invoices are now correctly restored to the WIP report instead of remaining marked as billed
Set Password on Portal — Resolved an issue where setting a password on the client portal wasn't working correctly
Adding New Contacts — Fixed a bug that prevented new contacts from being added
File Downloads on iOS — Fixed file and PDF downloads that weren't working properly on iOS devices, including an issue where files downloaded with an incorrect .html extension
PDF Display on Mobile — Corrected PDF sizing issues when viewing on mobile