September 15, 2026 Updates

1. Late Close Flag

The Close Overview (under Insights) now flags closes that were completed late, showing exactly how many days late they were.

2. GL Rec - All Clients

Running GL Recs across your clients? This new insight pulls every account from every client onto one page, so you can quickly see what's reconciled, what isn't, and where there are discrepancies.

3. Dropbox Integration

Files now support Dropbox, alongside Google Drive and SharePoint. Connect it from Settings under firm information—note only one storage integration can be active at a time.

4. Duplicate Tasks

Duplicate a task - with its description and checklist intact - into the same project or a different one. Select multiple tasks to duplicate them all to another project at once. (Note: review points can't be duplicated, since the same review point can't exist twice in a project.)

5. Bulk Recurrence

Select multiple tasks and set their recurrence together, instead of configuring each one individually.

6. Pause Timer

The time clock now supports pause and resume, so a quick interruption doesn't mean stopping and restarting your timer.

7. Multiple Auto Publish Questions

Auto-publish setups now support mapping multiple questions to different account conditions, instead of just one question per setup.

8. Last Reminder Sent

The Questions module now shows when each client was last reminded, with a one-click bell icon to send a new reminder instantly.