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Product Features
Introduces an enhanced Tax Organizer Experience with a new Tax Settings Flow Modal, allowing tax professionals to choose between a Standard or Express Organizer for data collection. Custom Questions Configuration has been upgraded, enabling mandatory or optional settings for tailored client information gathering. This update also includes various client profile improvements and bug fixes for a more streamlined user experience.
Jordan Ward
admin
Product Features
This update includes significant design improvements, such as enhanced UI navigation, new dropdown options for dependent relationships, and better badge visibility. We've fixed bugs like SSN formatting, 404 errors, and document visibility issues. New features include Smart Sync for easier form transfers, and improved error handling. Performance enhancements with lazy loading and feature flagging make the app faster and more user-friendly. Additional fixes address SSN input limits and OCR processing for ID documents.
Jordan Ward
admin
Product Features
This release introduces enhanced role-based permissions, improved UI/UX features for better usability, and key bug fixes to ensure a smoother experience for Tax Pros and their teams. It also includes new capabilities like bulk emailing clients and status change notifications, along with resolving critical issues in account creation, client management, and form processing.
Jordan Ward
admin