August 16 2026 Updates

1. Unified Navigation

One menu bar now works the same everywhere — firm level or client level. No more back-and-forth or wondering which context you're in.

2. Internal Comments in Questions

Need to instruct your team on a question without the client seeing it? Now you can, right inside the question thread.

3. Compose Email from Anywhere

Draft and send an email from any screen using the "New" menu, with your saved templates ready to use.

4. Project Comments Tab

All comments across every task in a project now live in one tab, so managers can catch up without hunting through individual tasks.

5. Aging Report — Comments & Questions

The AR and AP aging reports (summary and detail) now have Comments and Questions columns, so you can raise things directly from the report.

6. Browser Extension Improvements

Ask a question straight from a bank feed transaction in QuickBooks, and pull up client info and saved notes with one click.

7. Create a Task from a Question

Turn a client's answer into an assigned task in one step — the task stays linked back to the original question for context.

8. Bulk Reply on Transactions

Got client suggestions or questions on several bank feed transactions? Select them all and send one reply — it applies to every selected transaction at once, instead of responding one by one.

9. Last Visited On

See when each client user last logged into the portal, directly from the client contact view.

10. Last Synced Column

Check when each client was last synced, directly from your client list.