SmartWiz Release 1.4.1

Jordan Ward

admin

Design Updates

• Tax Settings Flow Modal: Introduced a new modal specifically for tax professionals, allowing a permanent choice between the Standard Tax Organizer or the Express Organizer for the current season. This update improves the flow and consistency of data collection.

User Interface Improvements

• Custom Questions Requirement Settings: Added the ability to mark custom questions in the tax organizer as mandatory or optional, providing greater flexibility in tailoring the client information collection process.

Bug Fixes

• Client Profile Updates: Addressed multiple bugs and applied updates to enhance the stability and performance of the client profile section, ensuring a smoother user experience.

New Features

• Enhanced Tax Organizer Options: Tax professionals can now choose between two organizer types—Standard for comprehensive data gathering or Express for a faster, simplified approach.

Performance Enhancements

• Improved Customization: Updates to the tax organizer now allow for more control over client interactions with custom questions, enhancing the overall user experience.

Other Fixes

• Various improvements were made to optimize the functionality and usability of the tax settings and client profiles.