Client requests grew into full forms, powering Tax Organizers and new Document Approvals. The Client Portal got a full redesign with invoices clients can pay in the portal, the team Inbox was rebuilt around shared mailboxes, and you can now restrict which clients each team member sees.
Added
- Client Request Forms - Client requests have grown into full forms: group items into sections, show or hide questions based on earlier answers, and collect multiple choice, date, and number answers alongside document uploads. Clients see last year’s answer next to each question and can reuse it with one tap, then review everything and sign off before submitting. A client can mark a document “will provide later” without holding up the rest, and you can reopen a submitted form or fix an answer on a client’s behalf. All of it adds up to full Tax Organizers, with PDF export and a ready-made US 1040 organizer template included.
- Document Approvals - Attach a PDF or Word document to a client request and ask the client to approve it. They review it in the portal and either approve or request changes with a comment, and you can replace the document without starting over. Every approval is recorded with who approved it and when.
- Restrict Client Access - Choose what each team member can see: every client, selected client groups, or only the clients assigned to them. Set it when you invite someone or any time after, and Jobs, files, time, and reports follow along.
- Signature Templates - Build a signature document once, with signer roles and field placements, and send it to any client whenever you need it. You review the prepared document before it goes out.
- Subtask Sections - Group a Job’s subtasks under your own section headings, with sections carrying through templates, duplicates, and repeating Jobs.
- Portal Resources - Share your own links with clients, like a scheduling page or key guides, in a new Resources tab in the client portal.
- Connect Your AI Tools (MCP) - Connect MCP-compatible AI assistants like Claude and ChatGPT to your workspace. They can look up and update Jobs, draft proposals, and add comments on your behalf, always within your permissions and only after you connect them.
Improved
- Client Portal - A full redesign. Clients land straight on their requests, the documents area got a cleaner browsing and upload experience, and clients with billing access can now view and pay invoices right in the portal. Links in request emails open the request directly, with no sign-in hurdle. You can also preview the portal exactly as a client sees it.
- Team Inbox - A reworked inbox for the team: shared mailboxes sit in the sidebar with their own Open, Snoozed, and Closed queues, unassigned mail is grouped first with a one-click Take it, and your personal inbox pins anything assigned or mentioned to you until you deal with it. Closing a conversation moves you straight to the next one, with undo. Reading a shared mailbox no longer marks it read for everyone.
- IMAP Email (Beta) - Connect email from any provider via IMAP, alongside Gmail and Microsoft 365. Gmail is out of beta, and a new Check now button syncs an account on demand with clearer sync status.
- Emails to Clients - Emails to your clients now lead with your firm’s name and cleaner subject lines instead of an individual staff member, and an optional shared reply-to address routes client replies to one inbox.
- Invoicing from WIP - Bill all of a client’s unbilled work in one click, group invoice lines by service, by job, or into one line, and adjust write-ups and write-downs with the effect shown live as you shape each draft. Invoice lines now show exactly what your client will see, and discarding a draft returns its time to WIP, so nothing is final until you send.
- Invoice PDFs - A cleaner, more modern layout for invoice PDFs, with taxes and totals shown clearly.
- Jobs - Completing a Job can now complete its open subtasks in one go, the activity feed records assignment and status changes, and descriptions and comments support images and GIFs.
- Job Board - The board remembers that you were using it and keeps your lane order, so it’s set up the way you left it.
- Repeating Jobs - Pick the exact months of the year a Job repeats in, so seasonal work like BAS lands in the right months. Plus find recurring work faster with a new Recurrence filter, column, and export on the Jobs list.
- Job Templates - Subtasks in a template can have their own due date offsets, templates can be linked to your services, and rolling a template out to many clients now runs in the background while you keep working.
- Navigation and Settings - A redesigned left navigation with your choice of a light or dark look, and settings reorganized into clearer full pages, including a new Security section where anyone can turn on two-factor authentication.
- App Performance - A faster Jobs list, instant inbox folder switching, a snappier timer, and quicker page loads throughout.
Fixed
- Recurring Invoices - More reliable sending, auto-charging, and invoice numbering.
- Xero and QuickBooks - More reliable invoice sync with clearer status, invoices sync even when a client wasn’t linked yet, and your client’s billing email now syncs to Xero contacts so reminders reach the right person.
- Repeating Jobs - Completing repeats in bulk now schedules the next occurrence, weekly repeats keep Sunday selected, and the repeat interval field no longer disappears on some screens.
- Client Requests - Clearer validation messages, upload items reopen when a file is removed, and completing a request no longer errors in the Job panel.
- Subtasks - Fixed duplicated rows and ordering glitches when adding or moving subtasks.
- Jobs List - The service and assignee filters filter correctly again.
- Time Tracking - Log time directly on a Job again, and timer controls stay available when the navigation is collapsed.
- Reports - More accurate realization and labor margin figures, and revenue breakdowns now follow invoice lines.
- Imports and Exports - Smoother client and contact CSV imports, and client exports respect group filters.