What's New in PracticeStacks

More reliable automated GST fetches

1 November 2026

We have upgraded how the system handles captchas on government portals. Your automated GST and PAN data fetches will now run much more reliably with fewer interruptions.

Fixed

• Compliance bot: Automated GST and PAN data fetches are more reliable after fixes to how the system reads and solves audio and image captchas on the portal.

Trademark Tracking, GST Status & Smarter Wait Times

1 November 2026

We've added dedicated tracking for client trademarks, allowed firms to mark businesses as not registered for GST, and made the system much smarter about separating genuinely overdue tasks from those waiting on clients.

New

• Clients → Overview: Firms can now explicitly mark a client as "Not registered for GST", hiding irrelevant warnings and letting the app know not to expect a GSTIN.
• Clients: Added a dedicated Trademarks section to client profiles that tracks mark counts, logs hearing notices, and lets you search your client list directly by trademark application number.
• Proposals: You can now group services under custom headings in proposals, as well as add specific "Documents needed" and "Turnaround time" details for each individual line item.

Improved

• Proposals → Overview: Proposal overviews now display a clearer breakdown of the total payable amount, separating professional fees, government fees, and GST.
• Tasks: Tasks delayed because you are waiting on the client are now separated from genuinely overdue tasks across your dashboards, reports, and priority queues, keeping your late-work metrics accurate.
• Tasks: When completing statutory tasks (like GST, Company, LLP, or Trademark filings), the system now automatically prompts you to fill in missing registration numbers if they aren't saved to the client yet.
• Settings: The app now remembers whether you prefer the Board or List layout for Leads, Tasks, and Proposals, automatically loading your favorite view during future sessions.
• Chrome extension: The extension now automatically falls back to reading the visual image captcha if the GST portal blocks or refuses the audio captcha during taxpayer searches.

Repeating to-dos, automated GST sweeps, and a revamped leads board

1 November 2026

We've fully overhauled to-dos with repeating schedules, snoozing, and WhatsApp nudges for overdue work. We also added automated nightly GST portal checks for your clients and redesigned the leads pipeline board.

New

• Scheduled jobs: Nightly GST portal checks now run automatically for your entire client book at 2:00 AM IST to fetch their latest data.
• Dashboard home: You can now convert any chat message directly into a new to-do or task with a single click.
• Dashboard home: To-dos can now be set to repeat automatically on a recurring schedule.
• WhatsApp messages: Automated messages requesting client files now include an 'Upload documents' button right in the chat.

Improved

• Leads: Redesigned the pipeline board with easy drag-and-drop columns, color-coded stages, and quick buttons to immediately call or chat with prospects.
• Dashboard home: Managing your to-dos is much more powerful: you can now snooze items, 'nudge' assignees with a WhatsApp reminder, edit details inline, and restore accidentally deleted tasks.
• Tasks: The overdue tasks list now automatically sorts the most severely delayed work to the very top so you know exactly what needs attention first.
• Tasks: When a task is mentioned in a chat, you'll now see quick-action buttons letting you close it immediately or jump straight into the related conversation.

Global notes, unified invoicing, and stronger privacy

1 November 2026

This release brings a new quick-access notes panel to every screen and lets you combine multiple finished jobs into a single invoice. We've also added finer privacy controls for task assignment and fixed date calculations for month-end contracts.

New

• Invoices → Create invoice: You can now select multiple finished tasks at once and bill them all on a single combined invoice, including any advance work done for newly onboarded clients.
• Dashboard home → Top menu: A new global Notes button allows you to instantly view and jot down internal notes about clients, leads, or tasks without leaving your current screen.
• Clients → Client list: Added a 'No owner' filter to the businesses list so you can quickly identify and assign clients that don't have a designated relationship manager.
• Reimbursements: You can now filter the expense claim list by specific employee names or IDs to speed up the review process.

Improved

• Proposals: Proposal documents and PDFs now display accurate currency formatting and clearly state the applicable tax rates for the total payable amount.
• Tasks → Assignment: Stricter privacy controls ensure staff can only assign bulk work to employees within their authorized scope, hiding out-of-scope client records.
• Billing & plan → Subscriptions: Firm owners can now quickly add extra paid seats to their active subscription, with automatic billing adjustments handled if plans change.
• Leads: You can now manually log external WhatsApp conversations and follow-ups directly onto a lead's timeline.

Fixed

• Invoices → Recurring billing: Fixed an issue where recurring invoices and contracts scheduled for the end of the month would calculate billing dates incorrectly during short months like February.

AI proposals, OTP e-signatures, and seamless onboarding

31 October 2026

This release introduces a powerful new module for proposals and engagement letters, complete with AI generation, secure OTP e-signatures, and WhatsApp automation. We have also added a self-serve portal to make client onboarding effortless.

New

• Proposals: Create and send AI-powered proposals and engagement letters that clients can securely sign with an OTP.
• Client onboarding: Invite new clients to a self-serve portal where they can securely and independently complete their onboarding details.
• WhatsApp messages: Automate client communications for proposals and engagement letters using our new WhatsApp Business integration.

Improved

• Website: Updated the service pages for Tax and Company Secretary professionals to more clearly explain the benefits for their firms.

Enhanced privacy controls for invoices and billing

31 October 2026

We have significantly tightened data privacy across the platform. Staff members without financial permissions will no longer see invoices, billing details, or related communications.

Improved

• Invoices: Staff without invoice permissions are now completely restricted from seeing billing details on tasks, invoice line items, overdue alerts, and invoice-related emails in the client communication history.
• Proposals: Added strict permission checks to ensure team members can only see client proposals they are specifically authorized to view.
• Compliance: Restricted the visibility of compliance usage data so it can only be accessed by authorized firm administrators and staff.

Fixed

• Settings → Firm setup: Information entered during your firm's initial setup now saves and updates smoothly without getting stuck.
• Compliance → Government fees: Resolved an issue to ensure the list of government filing fees displays correctly.

Director KYC tracking, GST notice downloads, and UDIN checks

30 October 2026

This update introduces per-director KYC tasks, automated GST notice harvesting via the Chrome extension, and UDIN portal verifications. We have also added safeguards for subscription payments and improved business name validations.

New

• Chrome extension: The browser extension now automatically harvests GST notices, allowing you to download them directly to your workspace without manually logging in.
• Compliance bot: Automated portal checks now support the UDIN portal, helping your team verify records automatically.
• Clients: You can now add contact persons directly on the new business creation screen, saving you the hassle of adding them later.
• WhatsApp messages: Firms will now receive automated alerts via WhatsApp and email if a subscription payment is delayed or marked as not received.

Improved

• Tasks: Director KYC tasks are now split automatically so you can accurately track the filing progress for each individual director.
• Clients: When adding or editing a business, the system now warns you if the business name you entered does not match the official MCA or GST register.
• Tasks → Trademarks: Trademark tasks now display a direct link to view the official registry result and proof image.
• Settings → Integrations: Added detailed, step-by-step connection guides for third-party apps and removed complicated technical tokens to keep the screen clean.

Fixed

• Billing & plan: Added safeguards for interrupted subscription payments, showing a 'Please do not pay again' notice and recovery options if your money was debited but the payment is still pending.
• Dashboard home: Added date validation when recording outgoing Digital Signature Certificates (DSCs) to prevent accidental date typos.

Global data exports, dedicated calling, and billing updates

30 October 2026

This release prioritizes crucial billing fixes for GST handling and invoice formatting. It also introduces comprehensive Excel data exports across all major modules and the ability to set up dedicated firm calling numbers.

Improved

• Invoices: Added clear badges and warning notices on invoices to immediately flag bills that were sent without GST or have mixed tax rates, helping you catch and correct billing errors faster.
• Invoices: You can now edit the 'Billed To' address directly on an invoice even after it has been generated or marked as paid.
• Proposals: When converting a proposal into recurring bills, the invoice schedule preview now updates automatically to perfectly match your catalog's current billing terms and package rates.
• Billing & plan: Added a self-service option to close your firm's account from the settings panel. If you cancel a paid plan mid-cycle, your system access will now correctly remain active until the end of your prepaid period.
• Emails: Added a 'Stop task emails' link to all automated task notifications, allowing staff to easily opt out of inbox clutter if they prefer to rely entirely on their in-app dashboards.

New

• Dashboard home: Added 'Export to Excel' buttons across nearly every major data table—including Invoices, Tasks, Leads, Proposals, Notices, Reimbursements, and Team rosters—so you can easily analyze your firm's data offline.
• Settings → Calling: Firms can now set up their own dedicated calling numbers directly from the settings panel, complete with automated call logs and inline playback of call recordings on a client's profile.
• WhatsApp messages: You can now set up custom WhatsApp templates specific to your firm's brand and easily send approved follow-up messages straight from the client reply box.
• Team: Staff members can now formally request to leave the firm directly from the app, triggering a clear exit-management workflow for admins.

Fixed

• Dashboard home → DSC: Resolved layout issues when adding Digital Signature Certificates (DSC) and added the ability to select the exact expiry date directly on the registration card.

Bug Fixes

• update route.ts, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• add note dialog refactoring, closes dashboard-settings-reports-on-client-#2876 #2876
• add unauthenticated API tests, closes security-unauthenticated-get-api-employees-#2886 #2886
• add whatsapp reply route, closes dashboard-settings-reports-on-client-#2876 #2876
• update invoice generation logic for waiting invoices, closes dashboard-dsc-reports-issues-#2873 #2873
• useAddClientDirector: add director by name alone from picker #2873, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• install dialog opens upon mobile navigation, closes dashboard-dsc-reports-issues-#2873 #2873
• add old number format hint to attention card, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• add fee or claim moving to new draft on client due invoices (#2719, #2874), closes dashboard-dsc-reports-issues-#2873 #2873
• generate invoice for ticked fees and claims with moved off instalment, closes dashboard-dsc-reports-issues-#2873 #2873
• flag allocated old monthly numbers, not new or imported ones (2878), closes invoices-sequence-gap-seq-2-#2878 #2878
• add missing isMonthlyFormatInvoiceNumber check, closes trademark-status-in-the-tm-#2859 #2859
• add UNSENT_INVOICE_STATUSES enum, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• remove unnecessary number formatting comment, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• update unsent acceptance proposals to include invoices with status UNSENT, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• add call link to business contact line, closes invoices-sequence-gap-seq-2-#2878 #2878
• add businessId prop to ClientContactCall component, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• add call log dialog for contacts, closes dashboard-settings-reports-on-client-#2876 #2876
• add call link with business ID, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• implement call-link component, closes invoices-sequence-gap-seq-2-#2878 #2878
• update waiting row component to include checkboxes for ticking, closes dashboard-dsc-reports-issues-#2873 #2873
• update ClientContactCall to include businessId when canEditBusinesses is true, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• update WhatsApp reply component to use the new 'whatsonestatus' module for tracking the status of sent replies, closes invoices-sequence-gap-seq-2-#2878 #2878
• add support for WhatsApp status and target in communication list, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• update whatsapp-reply-box to use new component API, closes dashboard-settings-reports-on-client-#2876 #2876
• add check for session availability in hydrating render, closes hydration-mismatch-418-div-#2875 #2875
• add empty rows to list when adding a DSC, closes dashboard-dsc-reports-issues-#2873 #2873
• update csv to support contact and mobile fields, closes invoices-sequence-gap-seq-2-#2878 #2878
• update display of client note and custody events, closes practice-stack-desktop-setup-#2877 #2877
• add dsc-in-out component and logic, closes dashboard-dsc-reports-issues-#2873 #2873
• remove unused contact page for walk-in's DSC, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• add token status and direction to row indicators, closes dashboard-settings-reports-on-client-#2876 #2876
• add useAddDscBatch, useMoveDsc, and useDeleteDsc APIs, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• add install dialog and logic, closes practice-stack-desktop-setup-#2877 #2877
• add install page for sharing link, closes practice-stack-desktop-setup-#2877 #2877
• improve UI for "Signed, not billing yet" label, closes billing-work-not-billed-proposal-#2879 #2879
• update billing queue invoice sequence, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• update ip-india-eregister.md, closes trademark-status-in-the-tm-#2859 #2859
• add InstallAppDialog component to layout, closes invoices-sequence-gap-seq-2-#2878 #2878
• add install-link utility for app link generation, closes practice-stack-desktop-setup-#2877 #2877
• update install-link path to match dashboard
• add columns for WhatsApp communication in ManualCommunication table, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• update route to use replyTo for Whatsapp replies, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• count every unsent first-invoice status the Unbilled work tab counts (#2879), closes dashboard-send-email-configure-#2880 #2880
• add UNSENT_INVOICE constant to handle new invoice status, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• invalidate invoices and acceptance invoices when sending first invoice, activity lists notes and WhatsApp replies too, closes dashboard-settings-reports-on-client-#2876 #2876
• add invoiceSequence field to invoices route, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• clear closed tasks from the queue, closes trademark-status-in-the-tm-#2859 #2859
• prevent sending custody note if it was not sent in the original request, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• handle client whatsapp replies, closes dashboard-send-email-configure-#2880 #2880
• update done column filter and toggle behavior, closes dashboard-send-email-configure-#2880 #2880
• add missing mailbox permission check and error handling for sending emails, closes dashboard-send-email-configure-#2880 #2880
• park install prompt offer for usePwaInstall, closes practice-stack-desktop-setup-#2877 #2877
• use it unless a shorter/more accurate component name is obvious from the diff, closes practice-stack-desktop-setup-#2877 #2877
• update acceptance-invoice hook to fetch unsent proposals, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• add reply to client's page, closes dashboard-dsc-reports-issues-#2873 #2873
• update service prices, closes dashboard-settings-reports-on-client-#2876 #2876

Features

• add client billing endpoint, closes dashboard-dsc-reports-issues-#2873 #2873
• add missing types for source and billable in ClientWaitingDue and ClientDues objects, closes dashboard-settings-reports-on-client-#2876 #2876
• add seedClientWhatsappReply function and test it, closes dashboard-settings-reports-on-client-#2876 #2876
• write the director, a walk-in's mobile and the last In / Out (#2873), closes dashboard-settings-reports-on-client-#2876 #2876
• add holder phone to DSC form sheet, closes dashboard-settings-reports-on-client-#2876 #2876
• add DSC grid, other tab, in/out, closes tasks-board-done-#2881 #2881
• add custody and holderPhone fields to POST request for client DSCs, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• add more DSC options and improve batch endpoints, closes dashboard-send-email-configure-#2880 #2880
• add tab to filter DSCs by client type and others, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• add route to handle unauthorized requests, closes invoices-recurring-schedule-subtotal-total-#2883 #2883
• add support for staff replies from lead's timeline or client's Messages tab (#2876), closes dashboard-businesses-id-generate-invoice-#2874 #2874
• add POST /api/dsc/[id]/movement route, closes dashboard-dsc-reports-issues-#2873 #2873
• add holder phone to client dsc and custody events for DSCs without clients - solve #2873, closes trademark-status-in-the-tm-#2859 #2859
• add new columns to ClientDsc and ClientDscCustodyEvent, closes dashboard-dsc-reports-issues-#2873 #2873
• add support for client replies to WhatsApp Business messages, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• add logic to handle owner's business data, closes practice-stack-desktop-setup-#2877 #2877
• improve error handling for unauthorized requests, closes invoices-recurring-schedule-subtotal-total-#2883 #2883
• start checking trademark on first load, closes trademark-status-in-the-tm-#2859 #2859
• add type for adding new DSCs in drawer, closes dashboard-businesses-id-generate-invoice-#2874 #2874
• update connection instructions for Microsoft accounts, closes billing-work-not-billed-proposal-#2879 #2879
• add support for WhatsApp Business message statuses, closes dashboard-businesses-id-generate-invoice-#2874 #2874

Government AGM extensions, WhatsApp notes, and category merges

28 October 2026

This update introduces support for tracking government-extended due dates on yearly filings like AGMs. You can also now dictate client notes via WhatsApp voice messages, easily merge duplicate compliance categories, and filter tasks faster.

New

• Compliance: Added support for tracking government extensions on annual filings like AGMs, automatically adjusting client due dates and schedules across the platform.
• WhatsApp messages: You can now send spoken voice messages to the bot on WhatsApp to quickly log client notes or dictate new tasks.
• Compliance → Categories: Added a cleanup tool that lets you merge duplicate or lookalike compliance categories into a single type without losing any existing data.
• Tasks: Added clickable filter chips to the dashboard so you can quickly narrow down your team's work by multiple criteria at once.

Improved

• Clients: Added shortcut buttons to log follow-up notes directly from the dashboard, the business list, and the client header.
• Tasks: Clarified work statuses across all views by explicitly labeling waiting items as 'Pending with Client' so it is immediately obvious who needs to act.
• Dashboard home → Reports: Overdue performance reports now track and highlight tasks that were added to the system late, giving you better context on why a deadline might have been missed.
• Compliance → Import: Bulk importing standard compliances from a spreadsheet will now automatically skip items with duplicate titles to keep your firm's library clean.
• Scheduled jobs → Trademarks: Increased queue processing limits so daily trademark status updates from the government registry appear in your dashboard much faster.
• Settings: Reorganized the firm business settings page into a simpler, easier-to-read stacked layout.

Automated AGM dates, smart MCA syncs, and live trademark tracking

28 October 2026

This update fully automates First AGM deadlines based on incorporation dates and upgrades MCA filing syncs to track SRNs. We've also added live trademark status badges directly from IP India and improved invoice serial searches.

New

• Compliance: Added incorporation dates and registration numbers for businesses, automatically calculating First AGM windows and splitting ADT-1 into separate Board Meeting and AGM deadlines.
• Clients -> MCA filings: Every ROC form now syncs its SRN and live state directly from the MCA portal, alongside a new warning if a CIN is already registered to another client in your firm.
• Proposals: You can now add client signature blocks and data protection notices to proposals, which also feature clearer GST summary descriptions and an 'Accepted online' stamp when approved digitally.
• Tasks: Tasks for trademark applications now automatically track the application number and display live status badges synced from the IP India e-Register.

Improved

• Invoices: Searching for an invoice by its serial number now works instantly even if you only type the numeric digits.
• Billing & plan: Updated the firm subscription gate to more clearly display your billing status and next steps when a trial period ends.
• Clients -> Directors: Redesigned the director list layout to make it much easier to read and scan for businesses with a large board of directors.
• Dashboard home: You can now easily open a support ticket directly from the feedback widget or when requesting access to a locked module.

Fixed

• Settings: Fixed text visibility for selected layout options in dark mode and ensured your layout preference (Classic or New) applies consistently across all screens.

Client follow-ups, notice assignments, and better mobile views

28 October 2026

We've added quick follow-up actions for clients, updated notice statuses to match e-proceedings, and made it easier to spot open work from previous years. Plus, major screens like client lists and onboarding look much better on your phone.

New

• Clients: You can now log and schedule follow-ups directly from the business table, starting right from the reason the client originally visited.
• Notices: You can quickly reassign an income tax notice to another team member using a new popup menu.

Improved

• Notices: Notice statuses now use official e-proceedings terminology, complete with helpful tooltips and automatic syncing via the Chrome extension.
• Tasks: The year picker now alerts you to open work from previous or future years, ensuring pending tasks don't get hidden when viewing the current year.
• Clients: Redesigned the client list, notices, and onboarding tables to be much easier to read and tap when using a mobile phone.
• Dashboard home: The global search bar has moved from the side menu to the top header so it is always within reach.

Fixed

• Tasks: Task detail panels now strictly enforce client access permissions so sensitive data is only visible to authorized staff.
• Clients: New client records are now automatically assigned a default owner so they are never left unmanaged.
• Billing & plan: Corrected layout issues and broken labels on the subscription and plan summary screens.

Invoice sequence gap alerts and staff DSC tracking

27 October 2026

This release adds automated alerts for missing invoice numbers in your billing series to help maintain compliance. We've also added the ability to track digital signatures for unlinked individuals and firm staff, alongside smarter task reopening and automated onboarding status tracking.

New

• Invoices: The app now automatically tracks your billing series and alerts you to any missing invoice numbers or gaps in your monthly sequence to ensure strict tax compliance.
• Dashboard home: You can now store and get expiration reminders for Digital Signature Certificates (DSCs) belonging to firm staff or individuals, without needing to link them to a specific client business.
• Services & packages: You can now organize your service offerings better by adding custom headings above benefit bullet points, which will seamlessly print on your client proposals.

Improved

• Tasks: Reopening a previously finished task now correctly clears its completion date so your performance and workflow reports remain accurate.
• Client onboarding: Onboarding flows now automatically switch from "Draft" to "In Progress" status the moment you or your client complete the first step.
• Leads: Any new client leads you capture using our Chrome extension are now automatically assigned to the specific staff member who saved them.
• Settings → Reminders: You can now temporarily pause and manually resume your automated firm-wide reminders directly from the reminder control panels.
• Settings → Invoicing: You can now manage your authorized invoice signers, adjust PDF printing options, and preview the exact next number for your main series in one consolidated view.
• Settings → Audit logs: Activity logs have been updated to read like natural sentences, making it much easier for firm owners to understand exactly who changed what in the system.

Invoice discounts, revisions, and fairer team performance metrics

27 October 2026

You can now revise sent invoices with custom discounts that automatically recalculate all your GST and tax columns. We've also introduced 'Added late' badges so backdated compliance work doesn't ruin your team's on-time metrics, plus new quick-action shortcuts to speed up client management.

New

• Invoices: You can now edit amounts and apply discounts to sent invoices to issue a revised copy. All tax columns, GST rules, GSTR-1 values, and government fees automatically recalculate based on the discounted amount.
• Tasks: Compliance tasks created after their official due date are now marked with an 'Added late' badge. These items still show up on overdue boards but no longer penalize the assigned employee on the team performance summary.
• Clients: Quick-action shortcuts have been added directly to business rows, letting you instantly create new tasks, follow-ups, or invoices without having to open the full client profile first.
• Invoices: A new alert highlights gaps in your invoice number sequence so you can easily spot and fix missing monthly or sequential bills.

Improved

• Leads: Lead cards now automatically identify and display matching client business profiles so you can easily link incoming requests to businesses already in your system.
• Compliance: Assigning a batch of compliance tasks or moving multiple filings to a relationship manager now triggers a single digest notification instead of sending a flood of separate alerts.
• Emails: Clicking an expired or already-used magic login link now automatically helps you or your clients generate a fresh one without hitting a dead end.
• Billing & plan: The subscription page has been redesigned with a side-by-side plan summary that makes much better use of wide screens and keeps all upgrade details visible at once.

Fixed

• Invoices: Invoices that are currently out with the client are strictly locked from standard edits to prevent accidental discrepancies in your billing records.
• Invoices: You can now permanently delete an invoice if it was cancelled before being sent out, helping keep your billing queue clean.

Easier client tagging on invoices and custom compliance titles

27 October 2026

We've improved the invoice creation screen so you can tag clients more easily. You can also now see exactly who added specific professionals to your records, and your custom titles will properly display on compliance tasks.

Improved

• Invoices → Create invoice: Tagging clients on a new bill is now simpler using our standard professional selection screen.
• Clients → Professionals list: You can now see exactly which team member added each professional to your system.

Fixed

• Compliance: Custom titles assigned by your firm now correctly display on your existing compliance items.

Keep better track of client visits with profile work notes

27 October 2026

This update introduces dedicated work notes on client and business profiles so your team can easily log details about client visits. We've also expanded our API to support these new notes and pull additional employee department data.

New

• Clients: You can now capture and view internal work notes directly on client and business profiles to track visit details or special requirements. These notes are safely preserved even if you merge duplicate records.

Improved

• Clients → Business list: Added informational tooltips to the business table so you can quickly read details without having to open the full profile.
• API: Your custom integrations can now read and write client work notes, as well as look up an employee's additional assigned departments.

Smarter client searches, MCA syncing, and cleaner pipelines

27 October 2026

This update makes managing client tax information easier with robust PAN and GSTIN search capabilities, plus automated MCA data fetching. We've also ensured active tasks update automatically when clients are renamed, and completely hidden archived proposals so your active pipeline stays accurate.

New

• Clients: You can now search for clients using their PAN, CIN, or GSTIN, and optionally log a secondary state's GSTIN when creating a profile.
• Clients → MCA Sync: Added an automatic check that detects if a company is registered with the MCA and seamlessly fetches missing company details.
• Chrome extension: The extension now automatically reads and extracts the notice type and financial year directly from the text of uploaded notices.

Improved

• Tasks: When you rename a client or lead, all of their active task titles now automatically update across the system to show the new name.
• Proposals: Archived proposals are now completely hidden from the active list and no longer incorrectly inflate your active pipeline counts.
• Team: The system now calculates total open work hours for team members based on estimated task durations, giving you a better view of workload.
• Dashboard home: Standardized date formats (like '5 Oct 2023') across the entire app for easier scanning, and added clear 'Due/overdue' labels to dashboard tracking tiles.
• Settings: Reorganized the layout into distinct Practice and Client sections so configuration options are easier to find.

Fixed

• Clients → Add business: The system now properly warns you with an error message if you try to add a new business using an already existing CIN.
• Email inbox: The inbox counter now accurately reflects your unread messages by correctly ignoring copies of emails you sent yourself.

On-time task tracking, email inbox tabs, and billed invoice summaries

27 October 2026

We've added a new billed summary tile to the invoices page and started tracking on-time completion for compliance tasks. Your email inbox is also cleaner with new tabs to filter your messages.

New

• Invoices: A new summary tile has been added to the main page so you can easily track your billed amounts at a glance.
• Email inbox: Your inbox is now divided into specific tabs for "Clients", "Untagged", and "Other" to help you quickly prioritize messages.
• Settings: You can now create and manage PracticeStacks support tickets directly from your firm settings.

Improved

• Compliance: Tasks and employee work reports now automatically track whether your compliance work was completed on time.
• Compliance: Compliance lists are now automatically filtered to securely show only the records for your assigned clients.
• Email inbox: You can now bulk-link multiple emails from the same sender to a business, and outgoing emails are automatically excluded from your client lists.
• Dashboard home: If you attempt to open a module you don't have permission to view, you will now see a clear "No Access" message instead of a confusing error.
• Dashboard home: Clicking the solved notices metric on your dashboard will now take you directly to a filtered list of your resolved notices.
• Clients: When assigning a professional to a business, their specific professional type now appears as a clear badge to help you pick the right person.
• Dashboard home: The main navigation sidebar has a cleaner layout with a new "More" menu, and team cards now provide extra context for status chips.

Third-party billing, Udyam numbers, and struck-off client handling

27 October 2026

This update introduces the ability to invoice a client's referring professional directly, complete with GST details and Tally support. We've also added automatic MCA status checks to pause reminders for struck-off companies, and new Udyam number fields for your firm's invoices.

New

• Invoices: You can now issue an invoice directly to a client's referring professional, such as an outsourcing CA or CS firm. The system includes their firm name, address, and GSTIN, ensures client-specific government fees are left off the bill, and exports the transaction correctly to Tally.
• Settings → Invoicing: You can now save your firm's MSME Udyam Registration Number in your branch settings to have it automatically print on your invoices and letterheads.
• Clients: The app now checks the real-time MCA status of your corporate clients. If a company is marked as struck off, a closure badge appears on their profile and all automated compliance reminders are automatically paused.

Improved

• Clients: You can now search and filter your main business list by a contact person's name or phone number. We've also added a dedicated notes field for keeping track of details on individual contacts.
• Proposals: Proposal PDFs now feature better cover page styling, custom footer templates, and cleaner page breaks for lengthy lists of services. You can also now filter the proposal pipeline view by firm.
• Dashboard home: A new notification bell at the top of your screen shows a quick count of unread alerts, so you don't have to open the sidebar to check for updates.

Manage external professionals and reliable GST checks

26 October 2026

You can now link external professionals to your clients, track their tasks, and route bills or overdue reminders directly to them. We also improved the reliability of fetching GST filing statuses.

New

• Clients: You can now assign external professionals to a business, add notes about them, filter your client list by professional, and include them in list exports.
• Invoices: Invoices can now be billed directly to a client's assigned professional, complete with automated WhatsApp delivery and overdue payment reminders.
• Tasks: Added filters to the task dashboard so you can easily pull up work associated with specific professionals.

Improved

• Compliance: Upgraded how we read GST public filing statuses to provide more accurate verdicts and handle portal errors more gracefully.
• Settings → Login: Smoothed out two-factor authentication when pasting magic login links across devices, and removed the WhatsApp one-tap option to simplify the sign-in flow.

Faster billing for unscheduled work

24 October 2026

This update makes it easier to track unbilled work and instantly raise invoices for clients without recurring retainer schedules. We have also upgraded our compliance bots to handle government portal logins more reliably.

New

• Clients → Business details: You can now easily spot unbilled work on a client's profile and instantly raise an invoice for it with a single click, even if they are not on a regular retainer schedule.

Improved

• Invoices: Improved how government fees and recovered expenses are formatted and described when automatically added as invoice line items.
• Compliance bot: Upgraded our automated portal login tools with better image and audio recognition to solve government CAPTCHAs much more reliably, meaning fewer failed synchronization attempts.

Recoverable expenses, client dues tracking, and Team Folders

24 October 2026

You can now easily pass firm expenses and government fees onto client invoices. We've also added Zoho WorkDrive Team Folder support and replaced generic departments with compliance-focused staff categories.

New

• Invoices: You can now mark firm expenses, like government fees or vendor bills, as recoverable and add them directly to client invoices with the correct taxes and SAC codes applied.
• Clients: A new Client Dues section helps you instantly track unpaid balances, unbillable expenses, and total amounts paid by the client.
• Settings → Notifications: Firm owners can now opt in to receive a weekly email summary covering all new features and platform improvements.

Improved

• Settings → Zoho Books: When connecting Zoho Books, you can now specifically choose which organization's books to sync your invoices into if you manage multiple firms.
• Team: We overhauled how you organize your staff. The old generic 'Departments' have been replaced with compliance-specific 'Staff Categories' (like GST or Income Tax) for clearer workflow management.
• Clients → Documents: The Zoho WorkDrive integration now allows you to browse and link files directly from your Team Folders, not just your personal drive space.
• Clients: You can now add, edit, and dial client contact persons directly from the header of the client's profile.
• Dashboard home → Chat: Internal conversations can now be filtered by staff category to help you find the right colleagues faster.
• Dashboard home → Reports: Staff performance and task reports can now be generated for an 'All time' period.

Firm expenses, Zoho WorkDrive support, and notification bell

23 October 2026

You can now track internal firm expenses and vendor bills directly alongside your client invoices. We've also added Zoho WorkDrive as a document storage option, a new in-app notification bell for task assignments, and the ability to export your client list.

New

• Invoices: Track your internal costs and vendor bills directly from a new Firm Expenses tab, or log them straight from a client's costs card.
• Clients: Added Zoho WorkDrive alongside Google Drive and OneDrive so you can securely store client documents directly in your firm's own Zoho account.
• Tasks: A new in-app notification bell alerts you when tasks are assigned to you or put on hold, and we've added automated WhatsApp alerts for bulk file assignments.
• Clients: Added an export button so you can easily download a spreadsheet of your entire client business list.
• Compliance: You can now directly attach an existing service when starting a new compliance filing, making it easier to track which filing belongs to which paid service.

Improved

• Clients -> MCA filings: Client dashboards now display ROC tasks and show missing SRN (Service Request Number) details in the MCA filings table.
• Dashboard home: Data tables across the app now remember your preferred column sorting so you don't have to re-sort them every time you log back in.
• Services & packages: Improved the mobile screen layout for the services list and added handy popups to see full compliance names when you tap or hover.

Fixed

• Invoices -> Invoice creator: Branch choices now automatically and correctly update when you switch between different firms while drafting an invoice.
• Billing & plan: Prevented credit card details from incorrectly clearing right after a successful subscription, and added clearer warnings if a payment window is closed early.

Request, review, and approve client documents faster

23 October 2026

We've overhauled how you handle document requests so you can ask for files directly from a task and approve or reject them with a click. We've also added a built-in support ticket system and new tools to manage your firm's holiday calendar.

New

• Tasks → Document requests: Request specific documents from clients directly inside a task. The system tracks what's pending and highlights missing files so you never lose track of what you are waiting for.
• Clients → Document review: Review client uploads as they arrive to approve or reject them instantly. Rejecting a file automatically asks the client to upload a replacement.
• WhatsApp messages: Clients now receive automatic WhatsApp and email alerts when you request files, when their uploads are rejected, or when they successfully submit their required documents.
• Settings → Support: You can now view and reply to PracticeStacks support tickets directly inside the app. A notification badge will appear on your avatar when our team replies to your question.
• Dashboard home: Import your firm's official holiday list for upcoming years to see helpful upcoming holiday reminders right on your main dashboard.

Improved

• Tasks → Upload links: Filing document upload links now expire automatically after a set time. If a client clicks a dead link, they can press a button to ask your team for a fresh one.
• Client onboarding: You can now kick off a new client onboarding sequence directly from a task, skipping the need to prepare a formal proposal sheet first.

Fixed

• Settings → WhatsApp: Fixed an issue that prevented dedicated WhatsApp Business connection statuses and disconnect events from updating properly.

Firm branch filtering, WhatsApp Business integration, and MCA/GST sync

22 October 2026

This update lets you filter invoices by firm branch and connect your own WhatsApp Business number for direct client messaging. We've also added one-click MCA and GST syncing and tighter access controls for team devices.

New

• Invoices: You can now separate and filter your invoices, proposals, and tasks by specific firm branches or entities directly from the top menu.
• Clients: Added dedicated MCA and GST sync buttons directly to the clients list so you can quickly fetch up-to-date portal data.
• WhatsApp messages: You can now connect your firm's own WhatsApp Business number to send outbound messages, reply to leads, and manage client conversations directly in the app.
• Team: Firm owners can now track which devices are using the Chrome extension and remotely cut off access, ensuring client data stays secure when an employee leaves.
• Email inbox: You can now easily target bulk emails to specific client groups directly from the bulk email dialog.
• Chrome extension: Upgraded the extension to more reliably fetch and download notices from the Income Tax (IT) portal and TRACES.

Improved

• Compliance: When using the 'select all' tool to bulk-send compliance calendars, the system now strictly respects your selection and only emails the exact clients you ticked.
• Leads: Company phone numbers now appear directly on the lead sheet, and converted leads are much easier to view on mobile screens without extra tapping.
• Settings: Upgraded the brand color picker so you can manually set your firm's exact colors, complete with auto-suggested professional palettes tailored for tax and law firms.
• Dashboard home: Added helpful guidance icons across complex screens like proposals, packages, and compliance schedules to quickly pull up relevant answers or ask the AI assistant.

Public GST Checks, Zoho Books Sync & Smarter Proposals

21 October 2026

We've removed the need for client passwords during automated GST checks, introduced a direct Zoho Books integration for seamless client imports, and upgraded how you customize proposals.

Improved

• Compliance bot → GST checks: The bot now checks GST filing status securely using just the client's GSTIN from the public portal, completely removing the need to ask for and store client passwords.
• Proposals → Editor: You now have greater control over proposal presentations, including a table of contents, cover image cropping, data protection notices, and toggles to hide specific sections.
• Clients → Company profile: Improved the reliability of MCA company data syncs and added a quick way to manually add company directors if they are missing from the public registry.

New

• Settings → Imports: You can now directly import your customer list from Zoho Books to instantly create and link client records.
• Services & packages → Editor: A new smart banner suggests and automatically attaches the correct compliance filings to your firm's standard services.
• Tasks → Dashboard: You can now record specific reasons when a task is delayed, and these delay notes will automatically highlight in your team's evening digest emails.
• Website → Homepage: Prospective clients can now securely verify their phone number to instantly explore a live interactive demo without waiting to book a call.

Fixed

• Leads → Pipeline: Resolved a visual bug on mobile phones where status tags and client chips would overlap or stretch off the screen.
• Emails → Templates: Adjusted the header height and banner images on automated system emails so they render cleanly across all email clients.

More reliable connections to the MCA portal

21 October 2026

We have improved how the system stays connected to the Ministry of Corporate Affairs portal, reducing frustrating logouts and connection drops.

Improved

• Compliance: Your connection to the MCA portal is now much more stable. The system will keep your session active in the background and automatically attempt to recover your connection if it drops or the MCA website temporarily goes down.

GST-Off Support, Government Fees, & Bulk Zoho Push

20 October 2026

This update brings essential billing improvements, including proper handling for firms not charging GST and distinct quoting for government fees on proposals. We've also streamlined lead conversions so you can jump straight into onboarding when a client has already agreed.

New

• Settings → Billing: Added full support for firms that have deregistered or opted out of GST, ensuring zero-GST pricing is automatically calculated and displayed correctly across all proposals, invoices, and automated messages.
• Proposals: Government fees are now clearly separated and quoted distinctly from your regular service charges on all proposals, amendments, client reminders, and team alerts.
• Invoices → Zoho Integration: You can now select multiple invoices at once and push them to Zoho Books in bulk, complete with clearer error handling and live tracking for sync statuses.
• Leads → Conversions: You can now convert a won lead and instantly open the onboarding panel without generating a proposal if the client has already agreed to your terms.

Improved

• Services & packages: Cleaned up the service selection menus when adding leads or creating invoices by collapsing identical service names and automatically prioritizing your favorite starred templates.
• Compliance bot: Redesigned the layout for portal checks, notices, and filing panels to make the text cleaner and much easier to read on any screen size.

Fixed

• Compliance bot → MCA Sync: Updated the Ministry of Corporate Affairs integration to keep your session alive more reliably between automated background sweeps, preventing unexpected logouts.
• Leads → Mobile App: Adjusted the touch sensitivity for drag-and-drop actions and card swipes on mobile devices so they feel smoother and do not trigger by accident.

Faster navigation, monthly task filters, and clearer billing views

19 October 2026

This update makes opening leads and proposals almost instant while adding new tools to filter tasks by month. We also included a work handover email template and improved end-of-plan billing screens.

New

• Tasks: You can now filter task lists and calendar views by the specific month the work is due.
• Emails: Added a new work handover email template to help you smoothly transition clients or assignments between team members.

Improved

• Billing & plan: The subscription page now clearly shows when a cancelled plan has officially ended and highlights any available discount offers to resubscribe.
• Dashboard home: The main menu now shows notification badges for pending proposals and leads waiting for a response. Hovering over these links pre-loads their data so the screens open instantly.
• Dashboard home: Module overviews load much faster, and the layout has been adjusted so the right-hand summary sidebar fits neatly under the page header.
• Settings: Improved the layout of the screen access lists so you can more easily verify which staff members have permission to view specific pages.
• Compliance bot: The notice reader panel has been optimized to fit better on mobile screens and now hides redundant 'do not reply' text to save space.
• Feedback: You may occasionally receive automated invitations via email or WhatsApp to review PracticeStacks, with all submitted feedback securely anonymized.

Voice dictation, service checklists, and smarter client dropdowns

19 October 2026

We've added voice typing to tasks, letting you dictate work descriptions and comments instead of typing them. You can now also attach downloadable checklists to services for proposals, and we've updated client lists to automatically float your busiest clients to the top.

New

• Services & packages: You can now attach blank checklists and list specific client benefits for each service, which automatically flow into your proposals and client onboarding forms.
• Tasks: You can now use your microphone to dictate task descriptions, leave comments, and create to-do items using the new voice transcription tool.
• Settings: Team members can now set a specific time to receive their daily morning plan as a spoken voice note over WhatsApp, outlining their upcoming tasks.
• Team: Added a new Performance tab to team member profiles showing their recent activity, along with a visual login streak indicator on the attendance calendar.
• Clients: Added a star button across the app so you can mark your favorite clients, compliance categories, and services to keep them at the top of your lists.

Improved

• Invoices: Dropdown menus for choosing clients and services are now smarter, sorting your busiest and most active clients at the top instead of just alphabetically.
• Leads: You can now permanently delete unwanted leads directly from the lead board or individual lead cards.
• WhatsApp messages: Extremely long service descriptions are now automatically shortened in client onboarding messages to keep the chats readable.

Redesigned client dashboards and month-by-month GST tracking

18 October 2026

We've overhauled the client overview screen to include month-by-month GST return grids, MCA company summaries, and upcoming work cards. We also redesigned the dashboard to prioritize your daily to-dos and added the ability to include detailed descriptions in your service packages.

New

• Clients → Overview: The client overview screen has been completely redesigned to give you a bird's-eye view of a business's health. It features a month-by-month tracking grid for GSTR-1 and GSTR-3B returns, recent filing statuses, upcoming work, and quick access to GST portal logins.
• Clients → Overview: The MCA company summary on a client's profile now automatically checks if the company's directors are listed in your contacts. You can also upload a custom logo for each client to personalize their workspace.
• Services & packages: You can now add detailed descriptions to your service packages. These descriptions display cleanly under the package name and pricing on proposals, helping your clients understand exactly what they are paying for.
• Dashboard home: We replaced the 'Businesses' summary card with a new 'To-Dos' card. It groups your tasks by due date and highlights ASAP items, ensuring you always know what needs your immediate attention.

Improved

• Services & packages: We increased the limit on how many 'Documents Needed' you can request for a given service. The bulk-import tool was also upgraded so you can easily copy and paste long lists of required files directly from Excel.
• Dashboard home → Messages: The messaging dock has been redesigned to help you communicate with your team faster. It now defaults to showing people, lets you search for specific department chats, and clearly displays your recent conversation history.
• Proposals: When selecting services for a new proposal, the action bar now sticks to the bottom of the screen instead of the top, giving you more vertical space to review the services you are quoting.
• Notices: We updated the dashboard messaging to clarify that notices are organized by their strict due dates, rather than promising automatic background fetching.

Fixed

• Email inbox: Plain-text emails now format correctly in the reading pane, fixing awkward spacing and making them much easier to read.

Bug Fixes

• ** shortcuts :** update go targets to include new letters, closes show-pending-invoices-and-unpaid-#2563 #2563
• update access-matrix.test.ts, closes practicestacks-chat-module-implementation-#2574 #2574
• add access matrix component, closes practicestacks-chat-module-implementation-#2574 #2574
• add canAddToGroup helper function to manage who can be added to groups, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add chat access by role matrix and rules, closes rebuild-practicestacks-email-module-3-#2568 #2568
• add support for "team" and "self" mode in report access retrieval
• remove unnecessary code for company record reading, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• use taskCreate param to control task creation when creating a review card, closes practicestacks-chat-module-implementation-#2574 #2574
• add page for admin alert log
• add admin alert log flag
• add industryOther field to business PATCH request, closes auto-page-fit-in-proposal-#2561 #2561
• add route to retrieve MCA password, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• hide Chat row for non-administrators, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• refactor component to improve readability and responsiveness
• update logo and add image references, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• add dynamic messages panel and improve dock UX, closes rebuild-practicestacks-email-module-3-#2568 #2568
• adjust panel size for expanded state
• update credentials table display and dialog interactions
• update tests for industry and other industries, closes other-industry-entry-#2560 #2560
• clear industryOther when canEditIndustry is false, closes auto-page-fit-in-proposal-#2561 #2561
• use displayIndustry helper for industry names, closes other-industry-entry-#2560 #2560
• remove "Other" from industry select if user selects it, closes auto-page-fit-in-proposal-#2561 #2561
• update industryOther field with max length validation for "Other" industry
• add client industry "Other" option, closes task-due-dates-calendar-view-#2557 #2557
• improve industry display, closes other-industry-entry-#2560 #2560
• add industryOther parsing, closes other-industry-entry-#2560 #2560
• add chat drawer components and logic, closes practicestacks-chat-module-implementation-#2574 #2574
• improve debounce handling for searching and add people functionality, closes practicestacks-chat-module-implementation-#2574 #2574
• add chat tools, closes practicestacks-chat-module-implementation-#2574 #2574
• add ReadInfo component to display seen status for messages, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• add seenBy and receipt to ChatMessageItem, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• update form inputs and logic for new chat dialog, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• improve firm phone search logic, closes show-pending-invoices-and-unpaid-#2563 #2563
• match a client by company phone as well as contacts, closes #2563 show-pending-invoices-and-unpaid-#2563 #2563
• add unpaid invoices and aging buckets for overdue clients, closes practicestacks-chat-module-implementation-#2574 #2574
• ignore platform user's or firm's own office phone for clients by org phone, closes show-pending-invoices-and-unpaid-#2563 #2563
• update month calendar (client list link only), closes auto-page-fit-in-proposal-#2561 #2561
• add month view support for client's list of filings, closes other-industry-entry-#2560 #2560
• improve chat dock handling
• improve client search functionality
• add support for to-dos in composer, closes practicestacks-chat-module-implementation-#2574 #2574
• use slash-todo component for search and to-do bar
• update link to go to the bot dashboard instead of credentials tab
• use chat tools for communication within the mcp-server
• remove credentials table, closes remove-automation-credentials-#2571 #2571
• add content hash of fixture to onboarding documents, closes business-upload-document-#2566 #2566
• add refresh button and streak chip to header actions, closes practicestacks-chat-module-implementation-#2574 #2574
• improve layout for card grid, closes ui-dashboard-card-layout-#2569 #2569
• improve row and column layout for wider screens, closes dashboard-remove-email-section-keep-#2567 #2567
• remove unnecessary props and refactor component hierarchy, closes rebuild-practicestacks-email-module-3-#2568 #2568
• remove Team tab support
• improve "My tasks" visibility settings, closes task-due-dates-calendar-view-#2557 #2557
• remove unused file, closes dashboard-remove-email-section-keep-#2567 #2567
• add missing dashboard tabs for Invoices and Emails, closes rebuild-practicestacks-email-module-3-#2568 #2568
• handle tab redirect for invoices and emails tabs
• add "Add people" button to details panel, closes rebuild-practicestacks-email-module-3-#2568 #2568
• update dock tab and view types
• add Puppeteer cache directory for root user
• add document content hash to WhatsApp document filing
• add duplicate detection and lookalike handling in upload business documents, closes business-upload-document-#2566 #2566
• add duplicate-document-code error code
• resolveSingleBusinessForPhone: handle more than one client for phone, closes show-pending-invoices-and-unpaid-#2563 #2563
• update AdminMcaLogin model, closes business-upload-document-#2566 #2566
• update doc for DashboardRiskAlerts component, closes dashboard-remove-email-section-keep-#2567 #2567
• handle duplicate document detection and update response code, closes dashboard-remove-email-section-keep-#2567 #2567
• add client industry other option, closes auto-page-fit-in-proposal-#2561 #2561
• list exactly what its count promised, closes rebuild-practicestacks-email-module-3-#2568 #2568
• normalize subject line, closes rebuild-practicestacks-email-module-3-#2568 #2568
• clean up dead code and improve readability, closes dashboard-remove-email-section-keep-#2567 #2567
• remove route deletion, closes dashboard-remove-email-section-keep-#2567 #2567
• add late items tracking and department chips, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• use more descriptive function names and add admin-specific logic to handle MCA admin company data requests, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add detector logging for clientlib-devtool.js
• remove health component, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add tests for displayIndustry and readIndustryOther
• add displayIndustry and readIndustryOther functions to format and retrieve the typed industry in a more user-friendly way, closes other-industry-entry-#2560 #2560
• remove route from api, closes dashboard-remove-email-section-keep-#2567 #2567
• remove invoices-analytics.ts, closes dashboard-remove-email-section-keep-#2567 #2567
• remove invoice overview functionality, closes dashboard-remove-email-section-keep-#2567 #2567
• handle user authentication in month-end reports, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• handle lead AI context other industry case, closes task-due-dates-calendar-view-#2557 #2557
• add formatEnumString utility function
• add logic to handle bracketed codes and notes in client names
• update brand images, closes rebuild-practicestacks-email-module-3-#2568 #2568
• add skeleton for overview tab, closes rebuild-practicestacks-email-module-3-#2568 #2568
• remove unused skeleton component, closes practicestacks-chat-module-implementation-#2574 #2574
• update loading component to show new styles, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update loading component to use skeleton components for placeholders, closes practicestacks-chat-module-implementation-#2574 #2574
• update reports loading skeleton implementation, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• improve toolbar design, closes rebuild-practicestacks-email-module-3-#2568 #2568
• refactor handling of master data fetching, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• remove mca-company-data.test.ts
• remove MCA company data scraper
• add ability to manage saved logins and default login in admin MCA tab
• use USE_OPEN_TAB constant
• add file handling for no filings yet and done status
• improve lookup response and read logging
• update API call to fetch CINS and names
• improve error handling and prevent infinite loops
• add snap functionality
• improve typing and handling of user ID field
• log screenshot
• prevent headless Chrome from bouncing victims to home
• shorten regular expression for location.href
• use new login page code
• wrap named arrow functions in __name helper
• add fingerprinting during sign-in
• add HTTP and meta tag refresh handling
• add MCA's own redirect tracking
• handle MCA errors and refuse requests to edge servers
• handle MCA outage when checking for session status
• handle password field absence after user ID prompt
• improve session management
• MCA takes a few seconds to answer, and the OTP box stays on screen meanwhile, so wait for the signed-in page (answering a second captcha if one shows) rather than reading it once
• stop redirecting page to home.html on navigation
• use a more robust approach to find the Confirm button in the OTP input field
• use more descriptive variable names and ensure proper permissions for the cookie file
• use snap to capture screen for login form verification
• use userIdHandle and typeInto for improved user input
• add messages panel component, closes practicestacks-chat-module-implementation-#2574 #2574
• remove MessagesPanel component, closes practicestacks-chat-module-implementation-#2574 #2574
• add task create denied check, closes practicestacks-chat-module-implementation-#2574 #2574
• adjust card padding for new grid size
• remove unnecessary import and code cleanup, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• update notice columns to use visibility for column menu and hide due date when it is hidden, closes rebuild-practicestacks-email-module-3-#2568 #2568
• add content hash field to onboarding document table
• adds testing for buildOnboardingMessage function and updates the description printing logic, closes auto-page-adjustment-in-proposal-#2558 #2558
• add service and package descriptions
• remove duplicate fee quote lines
• use profile.industry as raw value
• add period helper functions, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add styling for print view, closes auto-page-fit-in-proposal-#2561 #2561
• add admin alert log capability, closes module-keyboard-shortcuts-#2564 #2564
• add industryOther field to Business model
• adjust layout to handle section breaks, closes other-industry-entry-#2560 #2560
• adjust PDF rendering to better handle long content and sticky elements, closes auto-page-fit-in-proposal-#2561 #2561
• update display of firm's own industry and formatted date, closes other-industry-entry-#2560 #2560
• update skeleton card to use flexbox layout
• add missing preview-wrap element to css, closes practicestacks-chat-module-implementation-#2574 #2574
• replace preview wrap styling, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update pop animation for new report component, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update logo and cover in organization schema, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• remove fixed filler section and adjust section cards, closes auto-page-fit-in-proposal-#2561 #2561
• handle new dashboard changes, closes rebuild-practicestacks-email-module-3-#2568 #2568
• add admin alert log keys
• update dashboard keys for new layout
• only allow changes to alert log access
• remove underscore from industry name and update description
• remove unused file comment, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• rebuild from #2575 reference, new screen for everyone
• add preview functionality for reports in dashboard, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• improve tab handling for new report form, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update reports-new.tsx, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• use more descriptive labels for preview buttons, closes practicestacks-chat-module-implementation-#2574 #2574
• add view prop to useReport function, closes practicestacks-chat-module-implementation-#2574 #2574
• add "My report" view for clients to preview their own employee-work row, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add component for new report parts, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add new reports layout for /dashboard/reports, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add PersonDrawer and ClientDrawer components to dashboard, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add team-tab component, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• improve team tab visibility and data loading, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update app background and drawer implementation, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• update brand schema for blog post publishing, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• update brand schema in guide page, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• add taskCreate flag to assistantGate, closes practicestacks-chat-module-implementation-#2574 #2574
• add placeholder text to SectionCard, closes task-due-dates-calendar-view-#2557 #2557
• add logic to filter server candidates by trusted_from timestamp, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• ignore old MCA search results, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• ensure client names are fetched in GET response
• use fetchCredentialPassword for fetching encrypted passwords in service-worker, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add PDF keep prop for ServicesPackagesSection to print with totals above it, closes task-due-dates-calendar-view-#2557 #2557
• implement goToKeyForHref and isHelpKey, closes show-pending-invoices-and-unpaid-#2563 #2563
• add slash-todo component, closes practicestacks-chat-module-implementation-#2574 #2574
• refactor chat quick bar and add row management, closes practicestacks-chat-module-implementation-#2574 #2574
• update initial draft for slash-todo component
• remove unused file, closes dashboard-remove-email-section-keep-#2567 #2567
• switch off work review filtering in task scope calculation
• filter tasks by reviewing state, closes auto-page-fit-in-proposal-#2561 #2561
• remove unnecessary property severity from ManagerAlert type, closes business-upload-document-#2566 #2566
• implement assignedOnly query param for "My tasks" in calendar, closes task-due-dates-calendar-view-#2557 #2557
• implement new logic for opening chat mentions within task sheets, closes practicestacks-chat-module-implementation-#2574 #2574
• rename /dashboard/chat → /dashboard/chat-drawer, use quick bar for chat search, and swap chat tabs with drawer views
• add adminAlertLog field
• remove analytics view from Team tab, closes rebuild-practicestacks-email-module-3-#2568 #2568
• add admin notification templates, closes firm-owner-see-daily-reminder-#2565 #2565
• adjust PDF keep prop to allow full width, closes auto-page-fit-in-proposal-#2561 #2561
• add test for theme vendor CSS, closes rebuild-practicestacks-email-module-3-#2568 #2568
• make chat details view open as its own tab from the info button
• remove unnecessary compact and onClose props and simplify button styling, closes rebuild-practicestacks-email-module-3-#2568 #2568
• use cn for style and accessibility, closes practicestacks-chat-module-implementation-#2574 #2574
• update overview tour card copy, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• update overview tour for better user experience, closes rebuild-practicestacks-email-module-3-#2568 #2568
• remove unused hook, closes dashboard-remove-email-section-keep-#2567 #2567
• remove the useInvoicesOverview hook, closes dashboard-remove-email-section-keep-#2567 #2567
• remove unused code, closes dashboard-remove-email-section-keep-#2567 #2567
• handle patch failures gracefully, closes notices-page-columns-menu-#2572 #2572
• file a company-phone client's documents, closes #2563 show-pending-invoices-and-unpaid-#2563 #2563
• add client work calendar component, closes task-due-dates-calendar-view-#2557 #2557
• add reviewing field to CalendarDueDate
• switch to "Work I review" for self tasks #2387, #2557

Features

• add initial implementation of the AlertLogList component., closes firm-owner-see-daily-reminder-#2565 #2565
• add NavShortcut component for sidebar shortcuts
• implement chat drawer support, closes practicestacks-chat-module-implementation-#2574 #2574
• add brand schema to blog posts, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• add brand schema definitions, closes chatgpt-practicestacks-logo-incorrect-#2573 #2573
• add firm industry other input field, closes onboard-whatsapp-message-missing-description-#2559 #2559
• add slash todo support to search and filter, closes practicestacks-chat-module-implementation-#2574 #2574
• remove ChatScreen component, closes practicestacks-chat-module-implementation-#2574 #2574
• add useAddChatMembers hook, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• improve chat message visibility and receipts, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• remove ChatPage route, closes practicestacks-chat-module-implementation-#2574 #2574
• add sections on reports, closes practicestacks-chat-module-implementation-#2574 #2574
• remove client-revenue-report component, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add due information, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• use Dialog component for shortcuts help, closes show-pending-invoices-and-unpaid-#2563 #2563
• add support for reading and setting the industryOther field, closes other-industry-entry-#2560 #2560
• add and enhance dashboard-shell component
• remove dashboard-team-workload.tsx, closes dashboard-remove-email-section-keep-#2567 #2567
• add dashboard header actions and as-of label, closes practicestacks-chat-module-implementation-#2574 #2574
• add view icon sidebar for wide screens, closes rebuild-practicestacks-email-module-3-#2568 #2568
• remove employee-work-report component, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add new filings tab component for dashboard, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• clarify tool responses and message etiquette, closes rebuild-practicestacks-email-module-3-#2568 #2568
• allow associates to ask the AI Assistant to run lookups and create tasks, closes practicestacks-chat-module-implementation-#2574 #2574
• update displayIndustry function for industryOther
• add AlertLogLoading component
• add MCA company data admin page
• add support for hidden MCA fields
• update fingerprint method to include redirect-to-home information
• handle error thrown when looking for password field
• add endpoint to group members, closes feature-request-rebuild-practicestacks-dashboard-#2570 #2570
• add column industryOther to the Business table
• add column adminAlertLog to User table, closes module-keyboard-shortcuts-#2564 #2564
• add column toggle menu, update on-click behavior, closes notices-page-columns-menu-#2572 #2572
• update credentials table interface
• add psrep.css and styles for the new report page, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add admin MCA run start/end queries
• add detailed query key scopes, closes practicestacks-chat-module-implementation-#2574 #2574
• send Seen by announcement to participants when seen, closes practicestacks-chat-module-implementation-#2574 #2574
• Add report model utilities, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• add new report skeleton, closes rebuild-reports-module-practicestacks-reports-#2575 #2575
• remove empty ScopeOfWorkSection component for empty scope_of_work, closes task-due-dates-calendar-view-#2557 #2557
• remove route for reading company records from the server's MCA session
• add data-pdf-keep attribute to SignatureSection component, closes task-due-dates-calendar-view-#2557 #2557
• close prototype gaps #2574, closes rebuild-practicestacks-email-module-3-#2568 #2568
• use slashPrefix for chat search mode

Automated notice reading, team to-dos, and a new attendance dashboard

15 October 2026

This update introduces automated AI notice reading and portal checks to the compliance bot. We've also completely rebuilt the attendance tracking module and added a dedicated team to-dos manager directly inside your chats.

New

• Compliance bot: The bot now uses AI to automatically read and categorize incoming notices, runs scheduled portal checks, and generates proof-of-filing PDFs.
• Dashboard home → Attendance: Completely rebuilt the attendance module to include daily punch records, a personalized 'My Month' view, an improved leave application process, and one-click CSV exports.
• Dashboard home → Chat: Added a dedicated To-dos tab alongside team chats, allowing you to create, assign, and track the real-time status of internal tasks.
• WhatsApp messages: Added a new template to automatically request missing notice paperwork from clients, and included a handy 'Open to-do' button in task alerts for your staff.

Improved

• Notices: You can now assign a specific supervisor, flag high-priority items, override default due dates, and view a complete chronological history of events for GST notices.
• Emails: Automated system emails sent to clients for task updates and new notices now dynamically include your firm's custom branding header and sign-off.
• Settings: Added configuration options to toggle the new attendance tracking module on or off for your firm, and allowed users to choose their default screen layout preferences.

Add detailed descriptions to your services

15 October 2026

You can now add detailed descriptions to your firm's services and packages. These explanations automatically appear on client proposals to clearly define the scope of work.

New

• Services & packages: You can now write detailed descriptions when creating, editing, or bulk-importing services. These details are visible to your team across both the web and mobile app.
• Proposals: Service descriptions now automatically appear on client proposals, packages, and amendment line items to help clients understand exactly what they are paying for.

Improved

• Chrome extension: Updated the store description to more clearly explain how the extension helps your daily workflow.

In-app chat support for easier navigation

15 October 2026

We have added a new chat support feature to help you and your team learn how to use different modules in the app. Get instant guidance without having to interrupt your workflow.

New

• Dashboard home: A new chat support feature is now available to guide you step-by-step through using various modules.

Real-time team chat and multi-GSTIN support

15 October 2026

This release introduces a built-in team chat so you can collaborate and quickly turn messages into tasks. We have also added full support for managing clients with multiple GST registrations across different states.

New

• Clients → GST details: Manage multiple GST numbers for a single client business. You can now track returns separately for each state, pick specific GSTINs when generating invoices, and export them seamlessly to Tally.
• Dashboard home → Chat: Added a real-time team chat with direct messages, group channels, and typing indicators. You can mention coworkers, react with emojis, pin important messages, and instantly turn any message into a tracked task.
• Settings → Integrations: Added an integration setup guide and connection tile for Claude.ai.

Improved

• Clients: Added the ability to merge duplicate client business records together safely, ensuring you do not lose their underlying tax filings or invoice history.
• Clients: When deleting a client business or an internal proposal, the system now explicitly warns you if there are unsent invoices tied to them to prevent accidental data loss.
• Clients → Contacts: A single contact person can now be linked to multiple client businesses at once, saving you from typing the same email and phone number repeatedly.
• Settings: Redesigned the entire settings area with a cleaner, easier-to-read layout for managing your firm's profile, team access roles, automation rules, and notifications.
• Email inbox: Adjusted the layout for mobile devices so email search filters and bulk action panels are easier to tap and use on smaller phone screens.
• Website: Updated the homepage and trial pages to make it easier for visiting firms to quickly book a live demo directly with our team.

Government fee tracking, DSC reminders & WhatsApp menus

14 October 2026

This release introduces end-to-end handling for government fees to ensure accurate GST billing and Tally exports. We've also automated client DSC renewal reminders and added an interactive client self-service menu to WhatsApp.

New

• Invoices: Added full support for government fees across services, proposals, and invoices, ensuring they are automatically excluded from taxable GST value and mapped to the correct Tally ledger.
• WhatsApp messages → Client menu: When clients message 'hi' to your firm's WhatsApp number, they now receive an interactive menu to check their unpaid invoices, upcoming due dates, and company overview.
• Dashboard home → DSC management: You can now track billing status for Digital Signature Certificates, import them in bulk via Excel, and automatically send expiry reminders with secure renewal links directly to clients.
• Tasks → Comments: You can now @mention team members inside task comments, instantly sending them a notification and logging the discussion in their personal mentions list.
• Services & packages: Added the ability to bulk import standard service packages, making it much faster to set up or update your firm's offerings.
• Clients → Contacts: Added a one-click option to instantly convert an existing contact record into an official client for your firm.
• Team → Employee profiles: Added a direct reports tab so you can quickly see all staff members reporting to a specific manager.

Improved

• Compliance: Introduced a new client picker dialog that allows you to easily assign or unassign compliance tasks across multiple businesses at once.
• Proposals: Improved the mobile layout so that when opening a proposal or settings card on your phone, the header correctly snaps to the top of the screen.
• Tasks: Updated MCA-related tasks to be clearly labeled as 'ROC Compliances (MCA)' to better match standard industry terminology.

Bulk Compliance Calendars, Proposal Upsells & PIN Punch-ins

14 October 2026

This release makes it incredibly easy to bulk-send monthly compliance calendars to your clients. We've also added the ability to showcase optional packages on proposals and introduced PIN-based attendance tracking for your team.

New

• Clients: You can now select multiple clients at once and bulk-send their monthly compliance calendars, with built-in checks that automatically skip clients who already received it.
• Proposals: You can now showcase optional service packages to clients on a proposal without adding them to the immediate bill, making it easier to offer upgrades.
• Proposals: Added an AI generator to quickly draft detailed scope of work overviews based on your selected services.
• Team: Staff can now punch in for the day using a secure PIN, which automatically logs their work location for accurate attendance tracking.

Improved

• WhatsApp messages: The system now reliably detects when a client has replied within the 24-hour window, enabling you to send custom, free-form messages without template restrictions.
• Tasks: Tasks for compliance filings that were already completed earlier will now automatically close themselves to save your team from duplicate work.
• Team: Associates can now be assigned as reporting managers, and partners can be added to the firm's organizational chart without consuming a paid subscription seat.
• Services & packages: When editing a package, the services already included now automatically float to the top of the list so they are easier to review.
• Billing & plan: Added clearer dashboard visibility into exactly how many days are left in your firm's free trial and when subscription payments will begin.

Custom invoice numbering and custom lead sources

9 October 2026

This update gives you full control over where your invoice numbering starts, lets you define custom sources for your leads, and streamlines proforma-to-tax invoice payments.

New

• Settings → Invoice numbering: You can now customize your invoice numbering series to start at any specific number you choose.
• Leads: You can now create and manage your own custom lead sources, assign them on the fly when adding a lead, and track them in your insights.
• Dashboard home → Calendar: Added a new visibility picker so you can unclutter your calendar by hiding task types you do not want to see.

Improved

• Invoices: Converting a fully paid proforma into a tax invoice now automatically carries over the payment, immediately marking the new tax invoice as sent and paid.
• Clients: The proposals table now displays the final signed contract value instead of the originally proposed amount.
• Proposals → Pipeline: Card widths have been expanded to make better use of screen space on wider laptop displays.
• Clients → Documents: The AI document assistant is now smarter at handling unrecognised files and will no longer waste time trying to rename files it has already processed.
• Chrome extension: Upgraded our automated CAPTCHA reader to better handle newer, harder-to-read image styles on the MCA, DGFT, and ICEGATE portals.

Fixed

• Client onboarding: Resolved an issue where the compliance setup step wouldn't display correctly if a client's proposal had no specific filings selected.

Bug Fixes

• add logic to handle invoices without a number and issue date, closes failed-to-generate-blog-metadata-#2368 #2368
• typo in old invoices' refusals, closes failed-to-generate-blog-metadata-#2368 #2368
• add tests for new invoice validation, closes user-module-redesign-#2372 #2372
• remove unnecessary check for imported invoices, closes failed-to-generate-blog-metadata-#2368 #2368
• update package.json dependency versions, closes amount-displayed-in-proposal-#2377 #2377
• add help requested badge, closes issue-backdated-invoices-purchasing-practice-#2369 #2369
• add import invoices functionality, closes failed-to-generate-blog-metadata-#2368 #2368
• add logic to convert leads from won to client after upgrading business, closes failed-to-generate-blog-metadata-#2368 #2368
• add test for clearing session cookies, closes practice-stacks-live-demo-accounts-#2366 #2366
• clear-session-cookies — use it unless a shorter/more accurate component name is obvious from the diff, closes practice-stacks-live-demo-accounts-#2366 #2366
• resolve client sender logic, closes user-module-redesign-#2372 #2372
• update help request logic and implement client notification, closes issue-notify-responsible-team-member-#2375 #2375
• update variant prop from string to enum, closes failed-to-generate-blog-metadata-#2368 #2368
• add seed methods for guides and compliance types, closes failed-to-generate-blog-metadata-#2368 #2368
• update route.ts, closes two-different-last-active-times-#2374 #2374
• add bookDemoAccessFor method, closes failed-to-generate-blog-metadata-#2368 #2368
• use new link route for demo booking, closes failed-to-generate-blog-metadata-#2368 #2368
• update booking logic, closes user-module-redesign-#2372 #2372
• split out landing sheet (#2366)
• update condition for bookingMissing in DemoLaunch component, closes user-module-redesign-#2372 #2372
• add loadHelpTasks and use HELP_SIGNAL, closes user-module-redesign-#2372 #2372
• add missing variant props and improve text formatting, closes failed-to-generate-blog-metadata-#2368 #2368
• update gemini_ai.ts, closes failed-to-generate-blog-metadata-#2368 #2368
• add firstGuideImage to get the first screenshot in a guide's content as a picture on its card, closes failed-to-generate-blog-metadata-#2368 #2368
• improve help request handling in compliance-document-collection.js, closes two-different-last-active-times-#2374 #2374
• simplify demo buttons for better readability, closes practice-stacks-live-demo-accounts-#2366 #2366
• clarify reasons for deleting imported invoices, closes failed-to-generate-blog-metadata-#2368 #2368
• implement Excel import option and support for old invoices, closes user-module-redesign-#2372 #2372
• remove old invoice headline, closes failed-to-generate-blog-metadata-#2368 #2368
• add import functionality to new-invoices-page, closes failed-to-generate-blog-metadata-#2368 #2368
• add support for past invoices and collectable totals, closes failed-to-generate-blog-metadata-#2368 #2368
• validate Indian numbers when validating lead phone nums, closes failed-to-generate-blog-metadata-#2368 #2368
• add logic to open Convert sheet when needed, closes failed-to-generate-blog-metadata-#2368 #2368
• add className prop to OutcomeCard, closes user-module-redesign-#2372 #2372
• add logic to convert sheet before upgrade business, closes failed-to-generate-blog-metadata-#2368 #2368
• add functionality to render "already issued before PracticeStacks" invoice fields for old invoices, closes issue-backdated-invoices-purchasing-practice-#2369 #2369
• add linkLeadId field to CreateOnboardingData, closes failed-to-generate-blog-metadata-#2368 #2368
• add link lead to existing client functionality, closes failed-to-generate-blog-metadata-#2368 #2368
• update glitchgrab dependency to 1.59.1, closes practice-stacks-live-demo-accounts-#2366 #2366
• update payment link button to use custom label, closes add-screenshots-for-each-module-#2367 #2367
• handle help requests for at-risk messages, closes user-module-redesign-#2372 #2372
• add support for Client Help tasks in schema.prisma, closes issue-notify-responsible-team-member-#2375 #2375
• remove security-related sections from profile completion card when in demo mode
• add formatFeePlusGst function for formatting fee and GST as a single string
• improve fee calculation and formatting, closes amount-displayed-in-proposal-#2377 #2377
• use proposalPrice for client total calculation, closes two-different-last-active-times-#2374 #2374
• update summary display with new fee-plus-gst string, closes amount-displayed-in-proposal-#2377 #2377
• update currency formatting for total contract investment
• add password and two-step login lockout prevention, closes user-module-redesign-#2372 #2372
• one click opens the booking sheet right on the homepage; booking lands the demo, closes practice-stacks-live-demo-accounts-#2366 #2366
• add screenshots to guide cards, closes failed-to-generate-blog-metadata-#2368 #2368
• add demo keys for explore live demo button and detail page, closes failed-to-generate-blog-metadata-#2368 #2368
• add page for admin user page, closes user-module-redesign-#2372 #2372
• add tests for new functionality in notification settings tab, closes admin-panel-issue-too-cluttered-#2364 #2364
• prevent closing the sheet when there's a header with z-10 and no click handler, closes cancel-click-issue-#2373 #2373
• add loadHelpTasks to ensure help requests are not repeated in the document line, closes user-module-redesign-#2372 #2372
• update highlighted row selection for new results, closes shortcut-key-notifications-#2365 #2365
• add stage route, closes failed-to-generate-blog-metadata-#2368 #2368
• add link lead id for onboarding start, closes failed-to-generate-blog-metadata-#2368 #2368
• improve task types and labels, closes issue-backdated-invoices-purchasing-practice-#2369 #2369
• add proposal value formatting for test email notifications, closes two-different-last-active-times-#2374 #2374
• add GST to proposal value, closes two-different-last-active-times-#2374 #2374
• add 'id' filter and return only the row's ID #2372, closes failed-to-generate-blog-metadata-#2368 #2368
• update proposal value calculation for verification OTP route, closes two-different-last-active-times-#2374 #2374
• add currency code to proposal template data, closes two-different-last-active-times-#2374 #2374

Features

• add fee and gst in quoted value for proposals, closes two-different-last-active-times-#2374 #2374
• improve import logic for invoices, closes failed-to-generate-blog-metadata-#2368 #2368
• add branch input field, closes issue-backdated-invoices-purchasing-practice-#2369 #2369
• close panel when converting to client, closes failed-to-generate-blog-metadata-#2368 #2368
• improve user row and filter panel interactions
• add intro and on-booked props, closes failed-to-generate-blog-metadata-#2368 #2368
• add decideBookedEntry helper function for gate booking verification, closes failed-to-generate-blog-metadata-#2368 #2368
• add tests for issueBookedDemoAccessFor and decideBookedEntry, closes failed-to-generate-blog-metadata-#2368 #2368
• use currency symbol in proposal value
• add row action items for giving referral reward and setting referred by, closes add-screenshots-for-each-module-#2367 #2367
• add firm staff sender test for #2376
• add firm-staff account lookup functionality, closes deleted-user-wa-role-menu-#2376 #2376
• pre-paid credits used up when production returned them (#2368)
• fix Gemini account failure on AI click, closes failed-to-generate-blog-metadata-#2368 #2368
• add test for first guide image, closes failed-to-generate-blog-metadata-#2368 #2368
• add guide card feature, closes failed-to-generate-blog-metadata-#2368 #2368
• add support for opening user row actions and more user filters in /admin/users (#2364), closes add-screenshots-for-each-module-#2367 #2367
• fix page to show old invoice, closes failed-to-generate-blog-metadata-#2368 #2368
• add support for importing previous bills, closes user-module-redesign-#2372 #2372
• add SendQuoteSheetHost and PaymentLinkSheetHost to AdminUsersLayout, closes failed-to-generate-blog-metadata-#2368 #2368
• improve lead board logic and user experience, closes failed-to-generate-blog-metadata-#2368 #2368
• names the first digit instead of the count when all 10 digits are there, closes failed-to-generate-blog-metadata-#2368 #2368
• move lead to Won from Convert sheet, closes lead-to-client-confirmation-#2363 #2363
• remove link lead to client mutation, closes failed-to-generate-blog-metadata-#2368 #2368
• add 'CLIENT_HELP' type to TaskSourceType, closes issue-notify-responsible-team-member-#2375 #2375
• add old invoice handling logic, closes issue-backdated-invoices-purchasing-practice-#2369 #2369
• add setting tab and caps, closes admin-panel-issue-too-cluttered-#2364 #2364
• use proposal-value to format proposal value label
• add fee and GST in the email and WhatsApp alike, closes two-different-last-active-times-#2374 #2374
• use useSession for account panel settings, closes user-module-redesign-#2372 #2372
• clear session cookies for start demo route, closes failed-to-generate-blog-metadata-#2368 #2368
• add CLIENT_HELP type, closes issue-notify-responsible-team-member-#2375 #2375
• filter out non-firm-staff accounts from usableAccounts
• add demo booking start flow, closes failed-to-generate-blog-metadata-#2368 #2368
• refactor view tabs for user management, closes user-module-redesign-#2372 #2372
• update businessId linking for help requests and staff notifications, closes issue-backdated-invoices-purchasing-practice-#2369 #2369

Bug Fixes

• update appearance, layout view, and keyboard shortcut settings, closes all-task-module-html-#2360 #2360
• implement a business locked button for associate users, closes employee-with-business-permission-still-#2358 #2358
• add make manager hint for business level
• add freeSeats to SeatInfoResponse
• update invoice collections query, closes all-task-module-html-#2360 #2360
• improve free seats note and progress bar display
• add invoice conversion rate information, closes see-four-cards-have-different-#2346 #2346
• calculate ex-GST for custom price totals, closes see-four-cards-have-different-#2346 #2346
• improve edge detection for sidebar, closes performance-section-not-showing-difference-#2352 #2352
• update department id and free seats based on owner info
• add classic businesses page and layout switch, closes all-task-module-html-#2360 #2360
• move business creation logic into _components and add lock button
• add component for managing client groups, closes all-task-module-html-#2360 #2360
• add Activity and Templates tabs, closes all-task-module-html-#2360 #2360
• add classic team card component
• add new banner to classic-unbilled-proposals-banner.tsx, closes all-task-module-html-#2360 #2360
• improve next-steps test cases, closes all-task-module-html-#2360 #2360
• update default key sequences, closes all-existing-in-practicestacks-shortcut-#2351 #2351
• add compliance grid view component, closes all-task-module-html-#2360 #2360
• add paidAt field to subscription invoice, closes see-proposal-on-value-currency-#2348 #2348
• update user creation logic to include createdAt timestamp for classic layout check, closes all-task-module-html-#2360 #2360
• add fillHeight prop to DataTable to ensure rows scroll properly
• Add functionality to make manager when only one partner is available and bring the field into view to avoid saving off-screen.
• update billing link in charge reminder email, closes employee-with-business-permission-still-#2358 #2358
• improve handling of free seats in employee route
• use seatRowCount instead of paidSeatRowCount
• update seat cap calculation
• handle filing proof submission correctly, closes all-task-module-html-#2360 #2360
• add free seats button
• add preference for create-as-proforma flag
• add layout switch functionality
• remove switch for viewing all vs my leads, improve pipeline review view, closes all-task-module-html-#2360 #2360
• close list on AI summary, improve scroll behavior
• use concise description for lead insights component, closes see-insight-gap-#2356 #2356
• use LeadsScreen component instead of LeadBoard, closes all-task-module-html-#2360 #2360
• remove unnecessary condition for payment link prefix, closes no-option-to-extend-cs-#2353 #2353
• keep tab order persistent, closes all-task-module-html-#2360 #2360
• add new checkout button, closes payment-page-error-merchant-verification-#2347 #2347
• use secure payment link for subscription checkout
• add payment logic for free trial subscription, closes payment-page-error-merchant-verification-#2347 #2347
• add support for one-time payment links, closes no-option-to-extend-cs-#2353 #2353
• update subscription link text, closes bug-title-add-50-free-#2361 #2361
• remove redundant billing cycle label strings, closes see-proposal-on-value-currency-#2348 #2348
• update UI and behavior to match new screen layouts
• add unpaid-by-client query key, closes all-task-module-html-#2360 #2360
• refactor to group invoices by client, contract title, and due date, closes all-task-module-html-#2360 #2360
• add tests for invoiceBadge on proforma, closes all-task-module-html-#2360 #2360
• add isProforma property to invoice badge, closes all-task-module-html-#2360 #2360
• add payment link functionality, closes payment-page-error-merchant-verification-#2347 #2347
• update client group page for new layout
• update employee's maximum seat capacity based on available seats
• add unit tests for screen layout resolution and dismissals, closes all-task-module-html-#2360 #2360
• add screen layout registry and logic
• add view setting, closes all-task-module-html-#2360 #2360
• add classic billing stage hints, closes all-task-module-html-#2360 #2360
• refactor to use grid-flow-col for Task status strip and handle hidden icon conditionally, closes all-task-module-html-#2360 #2360
• add paid month filter to API route, closes users-monthly-filter-#2350 #2350
• update scroll into view logic for team size description
• ensure admin is on Classic layout for task mentions scenario
• update task mentions test scenario to match modern UI practices
• update task-bulk-edit-bar.tsx, closes all-task-module-html-#2360 #2360
• update admin.tasks-flow-not-started.cy.ts, closes all-task-module-html-#2360 #2360
• add useClassicTasks Cypress task, closes all-task-module-html-#2360 #2360
• move switchToClassicTasks to separate file and import it in admin tasks matrix test
• update switch to classic tasks method
• update classic task year filtering to reflect current year, closes all-task-module-html-#2360 #2360
• add useRecordFilingProof to save filing references, closes all-task-module-html-#2360 #2360
• improve tab handling, closes all-task-module-html-#2360 #2360
• move card without dragging in classic tasks view
• switch to classic tasks flow in admin dashboard
• add tests for maxSeats function
• add freeSeats field to user route
• remove shortUrl field from user route, closes see-four-cards-have-different-#2346 #2346
• add tests for new features in workspace.js, closes all-task-module-html-#2360 #2360
• add today-view component, closes all-task-module-html-#2360 #2360
• add clients view component, closes all-task-module-html-#2360 #2360

Features

• add-clients-level-hint — Associate level hint to prevent adding clients, closes employee-with-business-permission-still-#2358 #2358
• add one-time-payment-link, closes all-users-user-details-payment-#2349 #2349
• implement exGstForTotal(test), closes see-four-cards-have-different-#2346 #2346
• add entityType to response, closes all-task-module-html-#2360 #2360
• add classic proposal stats component, closes all-task-module-html-#2360 #2360
• add next-steps-card component, closes all-task-module-html-#2360 #2360
• update seat costing, count rules, enforcement, closes employee-with-business-permission-still-#2358 #2358
• capture guides via admin panel and MCP, closes performance-section-not-showing-difference-#2352 #2352
• update creation logic to return subscription ID and update chargesAt, closes see-four-cards-have-different-#2346 #2346
• update link to classic tasks, closes all-task-module-html-#2360 #2360
• remove seat change warnings
• remove Open Billing link from charge reminder email test, closes employee-with-business-permission-still-#2358 #2358
• update insights logic for leads loaded in board view, closes all-task-module-html-#2360 #2360
• add new leads screen
• add layout-switch component
• add new settings component for layout options
• add AdminCommandCenter component in layout.tsx, closes see-proposal-on-value-currency-#2348 #2348
• move AI summary section behind a button, closes ui-move-ai-assistant-block-#2359 #2359
• add test for dropping marketing chrome on specific paths, closes no-option-to-extend-cs-#2353 #2353
• add free team seat grant logic
• add next steps UI and logic for classic billing module, closes all-task-module-html-#2360 #2360
• Update payment link sheet to include one-time option, add purpose field and total calculation, closes payment-page-error-merchant-verification-#2347 #2347
• split up task-raised invoices into separate groups by contract or client, closes all-task-module-html-#2360 #2360
• add dashboard and admin sequences for keyboard shortcuts, closes all-existing-in-practicestacks-shortcut-#2351 #2351
• improve error handling for resource not found scenarios, closes no-option-to-extend-cs-#2353 #2353
• add switchToClassicTasks function
• add switchToClassicTasks helper function
• fix(cypress tests for empty year tasks)
• improve team-seats service with owner free seats calculation
• add route for unpaid invoices, closes all-task-module-html-#2360 #2360
• add unpaid by client endpoint, closes all-task-module-html-#2360 #2360
• add paid month filter to test spec, closes all-users-user-details-payment-#2349 #2349
• add Paid in options for firms that paid in each IST month, under every other filter but not the month itself, closes users-monthly-filter-#2350 #2350

Bug Fixes

• update label for phone and office address when not upgrading, closes calendar-default-view-#2311 #2311
• update emailUnsubscribedAt and automationStartDate to include existing values, closes delete-lead-record-retention-rule-#2238 #2238
• add paid plan name to PendingSwitchCard, closes see-the-screenshot-#2338 #2338
• provide invoice prefix functionality, closes see-the-screenshot-#2338 #2338
• add validation for incorrect invoice prefix lengths in branch-rules.test.ts, closes invoice-prefix-should-be-company-#2341 #2341
• handle empty prefix gracefully, closes see-the-screenshot-#2338 #2338
• switch branches to manage default preference
• handle conflict scenarios when resolving invoice and proforma series prefixes, closes see-the-screenshot-#2338 #2338
• implement invoice prefix generation from owner's name, closes see-the-screenshot-#2338 #2338
• update glitchgrab version to 1.58.3, closes invoice-prefix-should-be-company-#2341 #2341
• update missing cover letter template and agreement templates if they are not set
• close leads of clients who are already a client, closes lost-leads-analytics-#2292 #2292
• set prospect status to true for leads added by admin, closes delete-lead-record-retention-rule-#2238 #2238
• add support for previewing lead unsubscribe links, closes delete-lead-record-retention-rule-#2238 #2238
• update default view from day to month for dashboard tasks calendar view, closes calendar-default-view-#2311 #2311
• use test preview link in unsubscribe url, closes hydrotec-water-treatment-solutions-private-#2291 #2291
• update descriptions for firm panel signatures panel, closes picking-a-firm-should-set-#2345 #2345
• update firm picker to switch and persist with the user's choice, closes picking-a-firm-should-set-#2345 #2345
• add support for optional signing signature, closes setting-signature-optional-proposal-#2344 #2344
• improve invoice prefix suggestions, closes see-the-screenshot-#2338 #2338
• improve invoice prefix generation with more robustness, closes invoice-prefix-should-be-company-#2341 #2341
• add untouched status indicator, closes lost-leads-analytics-#2292 #2292
• close leads of clients when linking a lead to an existing client, closes issue-emails-lead-unsubscribe-link-#2231 #2231
• clear toast if form value is stale, closes issue-emails-lead-unsubscribe-link-#2231 #2231
• prevent test-send preview tokens from being used as real ones, closes issue-emails-lead-unsubscribe-link-#2231 #2231
• improve "needs-action chips" flag, closes lost-leads-analytics-#2292 #2292
• improve contact tracking logic, closes uncontacted-lead-checker-#2236 #2236
• set untouched field to boolean for chase sweep rule, closes lost-leads-analytics-#2292 #2292
• update lead-ai-card.tsx, closes delete-lead-record-retention-rule-#2238 #2238
• update user profile sends a JSON PATCH and echoes no address (#2342), closes practicestacks-in-error-418-#2337 #2337
• update proposal templates view to include issuer company name, closes picking-a-firm-should-set-#2345 #2345
• update route.ts, closes issue-emails-lead-unsubscribe-link-#2231 #2231
• update glitchgrab version to 1.58.3, closes invoice-prefix-should-be-company-#2341 #2341
• ensure no stale plan switch is promoted or abandoned while the module's private cut-off is set to 48 hours, closes picking-a-firm-should-set-#2345 #2345
• handle unpaid and hand-priced switches differently, closes see-the-screenshot-#2338 #2338
• clean up stale switch logic, closes picking-a-firm-should-set-#2345 #2345
• remove stale switch parker, closes see-the-screenshot-#2338 #2338
• add saved profile functionality to settings form, closes practicestacks-in-error-418-#2337 #2337
• update proposal settings for firm letter and terms, closes picking-a-firm-should-set-#2345 #2345
• allow skipping the signature step, closes invoice-prefix-should-be-company-#2341 #2341
• remove fake signature placeholder
• add support for server-side rendering, closes invoice-prefix-should-be-company-#2341 #2341
• handle end date in subscription renewal calculation, closes see-the-screenshot-#2338 #2338
• add missing required property endsAt in subscription types, closes see-the-screenshot-#2338 #2338
• handle renewal end dates correctly, closes see-the-screenshot-#2338 #2338
• add unsubscribe link to preview test email, closes hydrotec-water-treatment-solutions-private-#2291 #2291
• log WhatsApp lead contact when status changes to CONTACTED, closes uncontacted-lead-checker-#2236 #2236

Features

• update working-firm switcher, settings for proposals, and letterhead templates, closes picking-a-firm-should-set-#2345 #2345
• add error handling for plan switch reopening, closing (#2338), closes setting-signature-optional-proposal-#2344 #2344
• add endpoint to stop automatic renewal of subscriptions, closes see-the-screenshot-#2338 #2338
• add useWorkingFirm hook
• add proposal-only functionality to BranchDialog, closes picking-a-firm-should-set-#2345 #2345
• update lead status and link business for converted leads, closes issue-emails-lead-unsubscribe-link-#2231 #2231
• add functionality to set firm as default, open settings, and create proposal (#2345)
• implement sign and verify functions for lead unsubscribe tokens, closes issue-emails-lead-unsubscribe-link-#2231 #2231
• add close logic for leads that become clients, close firm leads on clients, and close open leads on a client, closes issue-emails-lead-unsubscribe-link-#2231 #2231
• add regression tests for subscription renewal stop scheduling, closes see-the-screenshot-#2338 #2338
• add previewNotice and refactor findLead method, closes delete-lead-record-retention-rule-#2238 #2238
• update use-create-proposal.ts, closes setting-signature-optional-proposal-#2344 #2344
• add user profile patch endpoint, closes invoice-prefix-should-be-company-#2341 #2341
• use 'Converted' status for leads moved to clients (#2238)

Bug Fixes

• update acceptance-invoice.hook.ts, closes onboarding-client-tasks-not-created-#2336 #2336
• update not counted documents in storage documentation, closes plaintext-#2316 #2316
• improve invoice management UI, closes onboarding-client-tasks-not-created-#2336 #2336
• update document reading logic
• add route for start of Google Drive OAuth flow, closes task-notifications-consolidation-#2312 #2312
• update complete route to include sold compliance estimates and handle RM assignment for new filings, closes ui-compliance-rows-tidy-#2329 #2329
• update invoice send digest route to use invoiceId instead of invoice, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update route.ts, closes bug-email-notifications-overdue-escalation-#2314 #2314
• update status filter query to support overdue items, closes onboarding-client-tasks-not-created-#2336 #2336
• update task status based on review request, closes react-minified-error-418-#2315 #2315
• use concise descriptive commit message, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update attention actions, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• improve owner away detection in service-worker, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• include conversion rate on invoice tiles, closes bug-feature-request-resend-onboarding-#2171 #2171
• add age bucketing constants, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add attention component to billing dashboard, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add test for revenue-inr in billing repository, closes bug-feature-request-resend-onboarding-#2171 #2171
• clean up collection month type, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update invoice link to reflect new status, closes onboarding-client-tasks-not-created-#2336 #2336
• add bulk import button, closes businesses-business-list-filter-ai-#2318 #2318
• add documentation for storing, reading, and deleting client document files, closes plaintext-#2316 #2316
• switch task status based on rating request and routine filing status, closes issue-rating-request-on-client-#2317 #2317
• add collectionMonths function to calculate collected and billed amounts for each month, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add support for typed help requests, closes bug-title-i-need-help-#2268 #2268
• update due date validation for yearly item, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• update test to cover new functionality in help request handling, closes e-signature-software-features-#2181 #2181
• add support for undated one-time items, closes one-time-compliance-duedate-#2328 #2328
• allow optional one-time compliance due date, closes one-time-compliance-duedate-#2328 #2328
• ensure missed compliance task for this month, closes ui-compliance-rows-tidy-#2329 #2329
• use task-reminders for overdue work message, closes issue-rating-request-on-client-#2317 #2317
• add recurring billing option, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add logic to provide other years in dashboard route, closes ui-compliance-rows-tidy-#2329 #2329
• add export test for demo client status labels, closes excel-export-of-client-data-#2330 #2330
• add DemoClientRow type and build logic for demo client export, closes excel-export-of-client-data-#2330 #2330
• add callGlitchgrab function, closes book-a-demo-questions-#2200 #2200
• add do-next-list component, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add support for uploading files to the firm's own Drive in onboarding/[id]/documents/route.ts, closes plaintext-#2316 #2316
• remove unnecessary checks for firm's Drive
• update document-viewer-dialog.js
• add missing storage definition for S3 usage, closes plaintext-#2316 #2316
• add noteDriveSuccess to document-store.js, closes plaintext-#2316 #2316
• add firm-specific Google Drive label, closes plaintext-#2316 #2316
• use Google Drive integration for file storage, closes plaintext-#2316 #2316
• add file-to-drive functionality to whatsapp-document-filing.js, closes plaintext-#2316 #2316
• add document move logic and refactoring, closes plaintext-#2316 #2316
• add drive store logic and functions, closes plaintext-#2316 #2316
• add readDocumentBytes function for getting document bytes from Google Drive, closes plaintext-#2316 #2316
• add drive disconnected email template
• add enable-task-dialog component, closes ui-compliance-rows-tidy-#2329 #2329
• add admin demo clients route, closes excel-export-of-client-data-#2330 #2330
• add route for firm's filings on onboard-without-proposal sheet, closes onboarding-client-tasks-not-created-#2336 #2336
• disable taskCompletedEmail to false as default, closes calendar-view-to-month-#2311 #2311
• update onboarding link logic
• use release notes model to generate content, closes team-not-told-changes-new-#2333 #2333
• add API endpoints for demo bookings and leads, closes excel-export-of-client-data-#2330 #2330
• pause moving until Google Drive works again
• add Google Picker functionality, closes plaintext-#2316 #2316
• implement client typing detection and notifications, closes bug-feature-request-resend-onboarding-#2171 #2171
• add Google Drive settings panel, closes plaintext-#2316 #2316
• update dialog title to 'Delete Invoice', closes onboarding-client-tasks-not-created-#2336 #2336
• fall back to the newest saved proposal rate when the rate service is down, closes invoice-billed-mtd-dashboard-#2207 #2207
• use newestProposalRate function to fetch the latest rate any proposal froze for a currency., closes invoice-billed-mtd-dashboard-#2207 #2207
• update route for overdue invoices, closes onboarding-client-tasks-not-created-#2336 #2336
• implement same-box search for All invoices tab, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add receivables card component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add useInvoiceCollections hook, closes invoices-card-dollar-amount-calculation-#2321 #2321
• fold foreign invoices into rupee rows, closes bug-feature-request-resend-onboarding-#2171 #2171
• add coming-up-card component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add foreign invoice rates for non-INR currencies, closes bug-feature-request-resend-onboarding-#2171 #2171
• add invoice list search, firm picker, and unbilled work tab, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• ensure invoice search can be accessed on mobile and improve layout, closes bug-feature-request-resend-onboarding-#2171 #2171
• remove RevenueLeakageCard anchor, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• separate foreign invoices conversion from per-currency stats, closes bug-feature-request-resend-onboarding-#2171 #2171
• update the invoice builder to handle invoices without proposals and provide a message explaining the reason, closes bug-feature-request-resend-onboarding-#2171 #2171
• add route for the latest team update entry, closes ui-compliance-rows-tidy-#2329 #2329
• add loading skeletons to admin team updates page, closes ui-compliance-rows-tidy-#2329 #2329
• add team notes and notes for columns, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• open calendar card in Day view if person's saved view is Month (#2311)
• add module config migration and seed to default OFF status, closes bug-feature-request-resend-onboarding-#2171 #2171
• remove deleted NextStepsCard component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• remove old next-steps test file, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• remove unused files, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add logic to remember old link in completed status
• addOnboardingFilingsCard component, closes onboarding-client-tasks-not-created-#2336 #2336
• handle client link reselection, closes bug-feature-request-resend-onboarding-#2171 #2171
• improve start without proposal sheet user interface, closes ui-compliance-rows-tidy-#2329 #2329
• kill all links on revoke, closes bug-feature-request-resend-onboarding-#2171 #2171
• update task assignment for picked filings, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• use icon-only version of OpenTaskLink for tasks without assignee or due date, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• handle typed help request prompt, closes invoice-billed-mtd-dashboard-#2207 #2207
• add GET route to fetch OAuth2 access token for the Google Picker on the Documents tab
• add pipeline board component, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• remove manual Run wait override to fix #2095, closes income-e-filling-#2332 #2332
• add index for previous client tokens, closes bug-feature-request-resend-onboarding-#2171 #2171
• add Activity tab for email, reminders, and signatures, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• improve client link in proposal email activity card, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add support for saving and displaying terms in the proposal form, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• add tests for pipeline board and tiles, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• update component to handle expiration date and extended proposals, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• remove proposal-stats.tsx, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add sold compliance estimates, closes onboarding-client-tasks-not-created-#2336 #2336
• move to monthly from one-time in catalogue proposal, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• add proposals settings view component, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add preview one tap to proposal rows, closes proposals-preview-icon-client-name-#2325 #2325
• refactor logic for showing only other firms' tags and correct link to invoices dropdown, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add bucketProposalTrend function to handle the monthly trend computation, closes proposal-sent-trend-#2326 #2326
• add rejection_reason field to proposals route, closes ui-compliance-rows-tidy-#2329 #2329
• update button text for hidden archived proposals, closes invoice-search-bar-right-#2320 #2320
• add archived proposal count to API response, closes invoice-search-bar-right-#2320 #2320
• add archived count query and update headline numbers, closes proposals-list-excludes-11th-proposal-#2323 #2323
• invalidate queries for new/renamed filing and client in onboarding #2336, closes ui-compliance-rows-tidy-#2329 #2329
• update Drive connection validation and client storage updates
• update drive connection keys
• remove empty invoice array in test, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• remove deleted groupQueueInvoices function, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add invoiceOrigin function, closes onboarding-client-tasks-not-created-#2336 #2336
• restrict the invoices dashboard to only access one's own clients, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update billing stage type to match enum values, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add tests for isRoutineWork and ratingWindowStart, closes issue-rating-request-on-client-#2317 #2317
• add recurring tab component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• send sentAt timestamp, closes proposal-sent-trend-#2326 #2326
• add promptForTasks to BusinessDetailsPage, closes ui-compliance-rows-tidy-#2329 #2329
• add rejectedAt field to lead route, closes proposal-sent-trend-#2326 #2326
• add rejectedAt field to respond route, closes proposal-sent-trend-#2326 #2326
• add tests for review routing functionalities, closes plaintext-#2316 #2316
• allow one-time items without a date in schedule test, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• ensure that send-notification route handles new proposals correctly, closes proposal-sent-trend-#2326 #2326
• add google-drive settings, closes plaintext-#2316 #2316
• remove task-completed-email-card component, closes task-notifications-consolidation-#2312 #2312
• update status to APPROVED
• add tests for team overdue line and email summary, closes bug-email-notifications-overdue-escalation-#2314 #2314
• update onboarding step complete component to include onboarding filings card and additional warnings, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update test for correct completion replies, closes plaintext-#2316 #2316
• clarify time phrase in task-sent-for-review-reply, closes plaintext-#2316 #2316
• add logging of urgent task notifications, closes plaintext-#2316 #2316
• enhance feedback request logic, closes issue-rating-request-on-client-#2317 #2317
• updated logic for routing task after completion, closes plaintext-#2316 #2316
• remove stale overdue task reporting in cron digest
• add support for sending review reminders in WhatsApp and emails for overdue tasks, closes bug-email-notifications-overdue-escalation-#2314 #2314
• improve cron task notification plans, closes issue-rating-request-on-client-#2317 #2317
• moved tasks from Completed to Review, updated success toast message, closes plaintext-#2316 #2316
• update completion message, closes react-minified-error-418-#2315 #2315
• fill in year counts for tasks without a scope, closes ui-compliance-rows-tidy-#2329 #2329
• close task with reviewer goes to review instead of "done" when reviewer or admin closes it, closes plaintext-#2316 #2316
• improve unbillable status text, closes onboarding-client-tasks-not-created-#2336 #2336
• remove unnecessary filters when empty, closes ui-compliance-rows-tidy-#2329 #2329
• update completion message and note, closes react-minified-error-418-#2315 #2315
• add route for managing team updates, closes team-not-told-changes-new-#2333 #2333
• update WhatsApp template trigger and audience
• remove idle timeout override, closes income-e-filling-#2332 #2332
• add unbilled work tab, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add "Invoices" placeholder for invoice details, closes onboarding-client-tasks-not-created-#2336 #2336
• add new method setTestProposalTrendDates to cypress.config.ts, closes proposal-sent-trend-#2326 #2326
• handle typed help request for staff member help requests, closes bug-title-i-need-help-#2268 #2268
• update age test logic for client resend cooldown, closes bug-title-i-need-help-#2268 #2268

Features

• add POST /api/businesses/[business_id]/compliance/missed-task/route.ts, closes team-not-told-changes-new-#2333 #2333
• add "byCurrency" and "conversion" to revenue-inr.js, closes invoice-billed-mtd-dashboard-#2207 #2207
• add attention card component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add inDrive property to BulkUploadResult object, closes plaintext-#2316 #2316
• add Google Drive OAuth callback route, closes task-notifications-consolidation-#2312 #2312
• add route to fetch invoices and their payments, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• accept one-time item with no due date, sent as null, closes one-time-compliance-duedate-#2328 #2328
• add enableTaskPlan for tracking switching a filing on tasks #2329, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• add tasks prompt dialog and executor selection for missed tasks, closes ui-compliance-rows-tidy-#2329 #2329
• add dayOfMonth field to compliance config, closes onboarding-client-tasks-not-created-#2336 #2336
• add enableTaskPlan and handle remaining open tasks (#2329), closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add missed-compliance-date.test.ts to coverage test suite, closes ui-compliance-rows-tidy-#2329 #2329
• add validation for one-time due date of new tasks, closes one-time-compliance-duedate-#2328 #2328
• add seeding functions for test pipeline and customer success note, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• update calendar view handling, closes calendar-view-to-month-#2311 #2311
• add sentAt and signedAt to demo firm seed, use daysFromNow for dates, closes proposal-sent-trend-#2326 #2326
• add route for picking documents from Google Drive, closes plaintext-#2316 #2316
• implement support for uploading documents to the firm's Drive and store them in the database.
• add OAuth flow support, closes task-notifications-consolidation-#2312 #2312
• update move-documents.ts for Drive connectivity changes, closes plaintext-#2316 #2316
• add route for reviewing a client's filings and tasks, closes onboarding-client-tasks-not-created-#2336 #2336
• add tagOf function for firm chips, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• update LinkStatusCard to show different messages for expired links
• add support for WhatsApp completion email and task completion notification in firm settings, closes calendar-view-to-month-#2311 #2311
• add document storage integration for firm's own Google Drive, closes plaintext-#2316 #2316
• add Google Drive client, closes plaintext-#2316 #2316
• add Google Drive route and handler
• add invoice firm picker component, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add collections card for dashboard, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• add columns for proposal sent and rejected at timestamps, closes invoice-search-bar-right-#2320 #2320
• add drive storage fields to compliance and onboarding documents, closes plaintext-#2316 #2316
• add DSC module enablement SQLite migration, closes e-signature-software-features-#2181 #2181
• add moveLockedUntil column to DriveConnection, closes task-notifications-consolidation-#2312 #2312
• add previous client tokens column to onboarding table, closes bug-feature-request-resend-onboarding-#2171 #2171
• add TeamUpdate schema, closes ui-compliance-rows-tidy-#2329 #2329
• fill sentAt and rejectedAt for proposals that existed before the columns., closes proposal-sent-trend-#2326 #2326
• add task-completed-email card in notifications panel, closes calendar-view-to-month-#2311 #2311
• handle replaced client tokens in onboarding link management
• add support for filing tasks and options (#2336), closes ui-compliance-rows-tidy-#2329 #2329
• replace legacy onboarding redirect with a more robust logic in findOnboardingByClientLink
• add note for different pricing scenarios, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• add settings and switcher for reminder view, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• update save row styling for pinned state, closes proposals-page-rebuild-ui-practicestacks-#2327 #2327
• add saved line terms and billing label functions, closes nyei-outsourcing-monthly-wk-acc-#2324 #2324
• add proposals-trend for analytics reports, closes proposal-sent-trend-#2326 #2326
• add unit tests for proposals trend bucketing and event handling, closes proposal-sent-trend-#2326 #2326
• add collections and filing options for the Onboard-without-proposal sheet, closes team-not-told-changes-new-#2333 #2333
• implement rating request handling, closes issue-rating-request-on-client-#2317 #2317
• update rating request limit to 3 months, closes plaintext-#2316 #2316
• add receivables module and functions, closes practicestacks-in-dashboard-change-invoice-#2334 #2334
• improve reminder notifications for clients, closes calendar-view-to-month-#2311 #2311
• add logic to set sentAt and rejectedAt dates based on proposal status update., closes proposal-sent-trend-#2326 #2326
• add review urgency logic, closes task-notifications-consolidation-#2312 #2312
• add isSaveableComplianceSchedule and dueDateRequiredMessage to lib/compliance/schedule.ts, closes terminal-viewer-width-status-#2251 -#2268 #2251 #2268
• Add Google Drive settings component, closes plaintext-#2316 #2316
• add DSC component to index.ts, closes bug-feature-request-resend-onboarding-#2171 #2171
• add year selection for task history, closes ui-compliance-rows-tidy-#2329 #2329
• add team notes generation logic, closes team-not-told-changes-new-#2333 #2333
• add team-updates test suite, closes team-not-told-changes-new-#2333 #2333
• add admin team updates page, closes ui-compliance-rows-tidy-#2329 #2329
• add team updates feature to agent_docs, closes team-not-told-changes-new-#2333 #2333
• add team updates workflow, closes team-not-told-changes-new-#2333 #2333
• add team-updates functionality, closes team-not-told-changes-new-#2333 #2333

Multi-firm billing, branch letterheads, and leads upgrades

6 October 2026

Manage multi-entity practices with branch-specific billing, letterheads, and brochures. The leads module also adds AI email drafting, quick creation, and better deal value tracking.

New

• Invoices: Reissue existing invoices under a different firm branch or sister entity directly from the invoice actions menu.
• Settings: Configure separate letterheads, digital signatures, background covers, taglines, and downloadable brochures for each firm entity.
• Leads: Draft outreach and follow-up email templates directly from your leads pipeline using AI.

Improved

• Clients: When reassigning clients to another branch, review which open proposals and unsent invoices will move over with them.
• Proposals: Select the issuing firm branch when creating proposals, and filter the proposals table with dedicated firm badges.
• Leads: Lead values now sync directly with linked proposal totals, and a quick-add dialog lets you capture new inquiries with fee estimates on mobile and desktop.
• Feedback: Client satisfaction and rating request reminders are now automatically paused for inactive clients.
• Team: Attendance and capacity views now hide inactive team members so headcount and workload reflect current staff.

SAC codes on invoices, firm referrals, and task review alerts

5 October 2026

Add GST SAC codes across your service catalogue and client invoices, refer peer firms to earn rewards, and handle client replies directly from task details.

New

• Invoices: Add SAC codes to services and invoice line items, configure a firm-wide default code in billing settings, and include them on generated GST invoices.
• Billing & plan: Refer other firms with your custom invite link and track your referred firms and earned subscription rewards in one place.
• Billing & plan: View your PracticeStacks subscription billing history in-app and download GST invoice PDFs whenever you need them.
• Team: Track daily active work streaks for your team members on the team management table and member profile cards.
• WhatsApp messages: Send automated live status updates over WhatsApp as new leads and proposals move forward.

Improved

• Tasks: When a client marks a compliance period as not applicable or asks for help, a banner now appears on the task panel so your team can review and pause reminders.
• Tasks: Manager digests and team notifications now highlight stuck tasks and stalled workflows to help unblock client work faster.
• Invoices: Export your invoice register to CSV with more complete line details and faster downloads.
• Emails: PracticeStacks subscription payment confirmation emails now attach your invoice PDF automatically.

Fixed

• Client onboarding: Disabled the test send button when a client portal preview link is not yet ready to avoid broken test messages.

Faster lead outreach, duplicate alerts, and proposal updates

3 October 2026

You can now call or WhatsApp leads straight from their pipeline cards, catch duplicate contacts before creating them, and receive immediate alerts when a client responds to a proposal.

New

• Leads: Call and WhatsApp buttons directly on lead cards allow you to initiate contact in one click and automatically record the activity in the lead's history.
• WhatsApp messages: New enquiries submitted through your website can now receive an automated instant WhatsApp message acknowledging their request.
• Dashboard home: A new alert highlights open leads that have no scheduled next steps so prospective clients never fall through the cracks.
• Emails: Lead follow-up emails now include a one-click unsubscribe link in the footer to automatically stop automated outreach when requested.

Improved

• Leads: Duplicate checks warn you when an enquiry matches an existing client's phone number or email, allowing you to link the record rather than creating a duplicate business.
• Proposals: Firm owners and assigned staff now receive instant email and WhatsApp notifications whenever a client requests amendments or declines a proposal.
• Leads: Leads marked as lost due to budget or timing can now automatically schedule a revisit reminder to reconnect later.
• Leads: You can now delete individual notes from a lead's timeline and directly convert returning prospects back into active clients.

Overdue invoice chasing and daily staff morning plans

3 October 2026

Automate overdue invoice chases over email and WhatsApp, and keep your team organized with daily morning task plans. Clients can now view and upload documents across all pending filings in a single portal.

New

• Invoices: Automate overdue invoice reminders by sending scheduled chase alerts to clients over both email and WhatsApp.
• WhatsApp messages: Staff can now receive an automated morning plan on WhatsApp outlining their tasks for the day, upcoming filings, and client follow-ups.
• Compliance: The document upload portal now shows clients all their open filings needing paperwork, letting them upload documents for multiple compliances in one visit.
• WhatsApp messages: Send clients a single consolidated compliance digest message summarizing multiple upcoming due dates and missing documents.
• Settings → Reminders: See Meta approval status for WhatsApp reminder templates directly in settings, with new controls to schedule weekly and monthly task plans.

Improved

• Dashboard home: Billed MTD metrics now convert foreign-currency invoices into rupees using agreed proposal rates, and metric cards stay neatly aligned on all screen sizes.
• Clients: Marking a client as inactive now reliably stops recurring task creation, DSC expiry alerts, daily digests, and reminder notifications.

Automated acceptance billing and proposal extensions

2 October 2026

Accepted proposals can now automatically queue your firm's first invoice so fees aren't delayed. You can also extend expired proposals by 15 days with a single click.

New

• Invoices → Billing queue: Accepted proposals now automatically queue the first invoice as ready to bill, keeping your fee schedule moving without manual re-entry.
• Proposals: Easily extend expired proposals by 15 days directly from the proposals list or client page, and block signatures on lapsed offers.

Improved

• Client onboarding: Onboarding checklists now automatically mark steps as complete as registrations, compliance items, documents, and invoicing details are filled.
• Proposals: Sensitive business identity numbers are now hidden from public proposal links to protect firm and client privacy.
• Billing & plan: Plan summaries and upgrade options now clearly state your firm's included document and email storage limits.
• Pricing page: Plan comparison tables now display document storage quotas and per-user email storage allowances.
• WhatsApp messages: Welcome and signup messages now include a quick-reply option for prospects who prefer to follow up later.

Accurate compliance alerts and proposal routing

1 October 2026

Compliance reminders now stop immediately once filings are completed, proposals notify the staff member who sent them, and lead handoffs stay in sync during team exits.

Fixed

• Compliance: Filing due-date and document reminders over WhatsApp and email now automatically stop once a filing is complete, excluding finished work from the 5th-of-the-month follow-up.
• Compliance: Overdue document alerts now filter out duplicate messages and no longer ping former employees whose system access has been revoked.
• Proposals: Delivery confirmations, rejection alerts, and requested amendments are now sent directly to the team member who actually sent the proposal.
• Leads: Leads now only auto-close after their full email follow-up sequence finishes, and the assigned owner receives an alert when an auto-close occurs.
• Team: Reassigning leads during an employee exit now cleanly transfers active lead ownership to the replacement team member.
• Leads: Lead reminder sequences now feature a clear 'To lead' badge to easily distinguish them from client communications.

Track DSC expiry, sync client logins, and search invoices

1 October 2026

Manage client Digital Signature Certificates (DSC) with automated expiry reminders, automatically sync client-submitted portal credentials, and find any invoice instantly.

New

• Dashboard home → DSC register: Track all client Digital Signature Certificates (DSC) across your firm in a central register, complete with token PIN lookups and expiry tracking.
• Clients → DSC: View, register, and update DSC tokens linked to any client directly from their client profile.
• Emails: Automated email alerts now notify your team and clients well before a DSC token expires.
• Invoices: Quickly search across all firm invoices by client or invoice information, with search queries preserved in the web address for easy sharing.

Improved

• Billing & plan: Seat usage now counts pending team invitations alongside active staff so you always see your true remaining capacity.
• Team: Inviting staff or importing employee lists now validates your remaining plan seats upfront to prevent exceeding your subscription limit.

Fixed

• Clients → Credentials: Portal logins entered by clients during digital onboarding now automatically sync straight to their Credentials tab.
• Client onboarding: Removed unnecessary auto-generated title prefixes from proposal labels when selecting an onboarding proposal.

Proposal Invoicing, Onboarding GST & Task Improvements

1 October 2026

Turn accepted proposals into draft invoices with one click, manage GST on scheduled onboarding invoices, and track unstarted work more easily across your team.

New

• Proposals: Track which accepted proposals still need an invoice, with a new reminder banner and tags to raise draft invoices directly upon agreement.
• Tasks: Create multiple tasks at once with a new bulk creation button on the task toolbar.

Improved

• Client onboarding: Scheduled invoices set up during client onboarding now automatically apply correct default GST settings and tax columns.
• Client onboarding: Easily copy fresh onboarding links or re-send invitations if a client's original setup link has expired.
• Clients: Compliance task lists now clearly indicate whether a filing is covered under an agreed proposal retainer or billed separately.
• Tasks: The Tasks Flow strip now includes a dedicated tile for unstarted work so upcoming deadlines stay visible even when nothing is overdue.
• Tasks: Hover over compliance count badges to see the exact client business names included in the count.
• Dashboard home: The team roster and staff profiles now show clear reporting partner hierarchies and firm leadership roles.
• Compliance bot: Portal run cards now display cooldown countdowns between file uploads and a scrollable chip bar for firms managing multiple portal logins.

Fixed

• Tasks: Adjusted task filters and toolbar buttons for smoother navigation when managing firm tasks on mobile screens.

MCA portal support, proposal billing tracking, and login alerts

30 September 2026

Track MCA logins and ROC filings directly from PracticeStacks, trace invoices back to their original proposals, and receive instant alerts when client portal passwords need updating.

New

• Compliance bot: Receive instant WhatsApp and email notifications when a client portal login fails or gets refused, complete with a direct link to update the credentials.
• Chrome extension: Added autofill and login support for the MCA portal (mca.gov.in), along with tracking for ROC compliance filings.
• Clients → Documents: Uploaded documents missing clear file names can now be analyzed and automatically renamed by AI based on their content.
• Tasks: Prefill new task details in one click by selecting from your firm's standard services and compliance list.
• Notices: Added an in-app unlock screen to view and activate the Notices management add-on directly from the sidebar.

Improved

• Invoices → Billing queue: Invoices and billing queue entries now display the originating proposal title, making it easy to verify agreed engagement terms before billing.
• Clients: Added a dedicated dialog to move businesses between client groups and organize group structures seamlessly.
• Dashboard home → Attendance: The Leave view now displays your entire team's leave schedule alongside pending leave approval requests.

Fixed

• Invoices: Corrected balance calculations when recording overpayments in the payment dialog.
• Compliance: Added username validation before initiating portal logins and resolved issues when encountering GST portal password expiration prompts.

GSTIN auto-fill for firm details and filing reference tracking

29 September 2026

Quickly populate firm details using your GSTIN, record SRN filing references on tasks, and filter statutory compliance work across task views.

New

• Settings → Firm: Auto-fill your firm's registration and address details directly by looking up your GSTIN.
• Tasks → Task details: Record Service Request Numbers (SRN) and filing references directly on compliance tasks to track government submission receipts.
• Tasks: Monitor statutory filing status at a glance with new compliance summary cards and progress bars in list views.

Improved

• Tasks: Filter your work by compliance categories across Kanban, Board, Ranked, and Matrix views to focus on specific filing deadlines.
• Website: Visitors with an existing demo pass can now bypass booking forms and launch the product demo immediately.

Privacy update for team attendance views

29 September 2026

Punch-in location details are now hidden when viewing other team members' records, keeping location data visible only on personal attendance screens.

Fixed

• Dashboard home → Attendance: Punch-in locations are now hidden when viewing team attendance records, displaying location details only on your own attendance view.

Clearer attendance stats on your dashboard

29 September 2026

We updated the typography in the monthly attendance summary on your dashboard to make staff stats easier to read at a glance.

Improved

• Dashboard home: Refined the font styling and spacing across the monthly attendance summary grid so numbers and labels are clearer.

Cleanups to attendance and leave requests

29 September 2026

This release polishes the attendance toolbar and cleans up the leave application window on your dashboard.

Fixed

• Dashboard home → Apply for leave: Removed an unnecessary firm-owner note from the leave request dialog.
• Dashboard home → Attendance: Shortened the Export CSV button text so it aligns neatly with the toolbar filters.

Smoother demo access on the website

28 September 2026

This release resolves an issue where requesting access to the interactive demo could fail for guest visitors.

Fixed

• Website: Submitting the interactive demo access form now reliably captures contact details and opens the demo workspace for guest visitors.

Faster compliance search and clearer portal check counts

28 September 2026

Review portal check progress with clearer summary counts, and quickly search through compliance items on client records.

Improved

• Compliance bot: Running a portal check now summarizes filings into clear counts for Total, Due for check, and Skipped.
• Clients → Compliance: Added a search bar to the right side of the compliance list toolbar so you can quickly search and filter specific filings.

Cleaner compliance reminder controls

28 September 2026

Client compliance lists now feature a more compact reminder toggle to keep your view uncluttered.

Improved

• Clients → Compliance: Streamlined reminder toggles across compliance lists to display just the bell icon instead of text, saving screen space.

Calendar filter and client navigation polish

28 September 2026

The dashboard calendar filter now cleanly displays all status options, and client detail navigation tabs have been reorganized.

Improved

• Clients: Moved the Communication tab to the last position in the client detail navigation bar.

Fixed

• Dashboard home: Expanded the calendar status filter dropdown so the Done status is fully visible.

Cleaner layout for Compliance bot portal options

28 September 2026

Portal selection chips in the Compliance bot now stay neatly on a single line for a more compact view.

Fixed

• Compliance bot: Portal selection chips now display on a single line instead of wrapping awkwardly across multiple rows.

Cleaner upcoming bills and organized client groups

28 September 2026

Focus on collections with an overdue-first upcoming bills list, view businesses organized neatly under client groups, and run background portal tasks without interruption.

Improved

• Dashboard home: Upcoming bills now prioritizes overdue bills at the top and shows only scheduled invoices, filtering out drafts, sent, and cancelled bills.
• Clients: The business list now lays out businesses directly under their client groups, making it easier to review group members and manage assignments.
• Chrome extension: Automated background portal sweeps now wait until your computer is idle, ensuring compliance checks do not interrupt your active work.

Cleaner team view in clients

28 September 2026

We removed the redundant staff filter row from the team view to keep your screen uncluttered.

Fixed

• Clients → Team view: Removed the extra staff chip filter row to simplify the team view layout.

Cleaner layout when adding and editing services

28 September 2026

Pricing fields now align neatly with the rest of the form when setting up or updating your services.

Fixed

• Services & packages: Pricing fields in the add and edit service windows are now properly aligned with the rest of the form.

Automatic client updates when tasks start and finish

28 September 2026

Keep clients informed in real time with automated WhatsApp and email updates whenever work on their tasks begins or finishes. Onboarding WhatsApp messages now also combine closing notes and sign-offs cleanly.

New

• WhatsApp messages: Send automated WhatsApp notifications to clients when their task begins and when it is marked complete.
• Emails: Send automated email updates to clients as soon as work on their task starts or finishes.
• Settings → Reminders: Control task start and completion notices from your reminder settings, kept off by default until you choose to enable them.

Improved

• Client onboarding: WhatsApp welcome messages now neatly merge service closing notes and firm sign-offs.
• API: Faster processing and clearer error handling when running bulk updates.

Automated portal notice sync and quick lead services

27 September 2026

PracticeStacks now automatically fetches tax notices as soon as you log in through the extension, and lead sheets let you star favourite services for faster entry.

Improved

• Chrome extension: Automatically pulls notices from Income Tax, TDS, and TRACES portals as soon as you log in, removing the need to click manual sync buttons.
• Clients: Added a button to check notices directly for launched client portal sessions.
• Notices: Cleaned up the notices list and filter bar by removing redundant sync buttons.
• Leads: Filter catalogue services by category chips and star frequently offered services to keep them pinned at the top of the dropdown.
• Website: Fixed the booking buttons and floating call-to-action so visitors can reliably open the live demo scheduler.

Fixed

• Leads: Corrected an issue where star counts did not match the actual number of starred services on leads.

Client notes on services and onboarding messages

27 September 2026

You can now add client-facing notes to services and packages, which are automatically included in onboarding messages sent via WhatsApp.

New

• Services & packages: Add custom client notes when creating or editing services and service packages to share instructions or details directly with clients.
• Client onboarding: Onboarding WhatsApp messages sent to clients now include the custom notes saved for each service.

Multi-branch practice management and task checklists

26 September 2026

You can now manage distinct branches with dedicated invoice series, PANs, and letterheads. We have also added subtask templates to standardize service delivery.

New

• Invoices: Support for branch-specific invoice numbering series and branch selection when creating or editing an invoice.
• Settings → Branches: Set up multiple operating branches or sister entities with their own PAN, GSTIN, letterhead, and bank accounts.
• Services & packages: Define standard subtask checklists on services that automatically populate whenever a service is scheduled.
• Tasks: Break client jobs into subtasks, monitor completion on the task card, and roll checklists over to the next compliance cycle.
• Clients: Assign clients to specific branches individually from the client sheet or in bulk using the branch assignment dialog.

Improved

• Invoices: TDS deduction cards and CSV reports now separate credits by each firm's distinct PAN for accurate Form 26AS matching.
• Proposals: Choose the issuing branch when drafting proposals to automatically apply that branch's letterhead, bank details, and GST rules.
• Proposals: The proposal timeline, audit trail, and signature cards now accurately reflect the staff member who authored the proposal.
• Team: Assign team members to specific branches directly from the employee management panel.
• Settings: Added color validation to prevent unreadable brand colors on client-facing letterheads and PDFs.

Consistent layout in client group view

25 September 2026

We adjusted row spacing in the By Group client view so it matches the standard list.

Fixed

• Clients: Spacing across client cards in the By Group view now matches the standard list view for a cleaner, consistent look.

Reuse invoice descriptions and pause reminders per client

24 September 2026

Speed up billing with remembered line-item descriptions, pause automated client reminders on demand, and try the new Ask PracticeStacks AI assistant on your dashboard.

New

• Invoices → Create invoice: Choose from previously used line-item descriptions when drafting invoices so you do not have to retype standard billing wording.
• Clients: Pause and resume automated reminders directly from a client's profile header or action menu.
• Dashboard home: Introduced Ask PracticeStacks, an AI assistant with voice typing to help you quickly query information across your firm.
• Services & packages: Export your entire service catalogue to CSV.

Improved

• Client onboarding: Selecting services when onboarding a client without a proposal is now faster with full service names and one-click clear options.
• Dashboard home: Cleaned up the sidebar by grouping services, compliance, team, automation, and attendance under a single collapsible Firm menu.
• Clients: Added clear visual icons to client tabs for compliance, tasks, documents, and credentials, along with helpful empty states for team-specific lists.

Wider Leads Pipeline Layout

24 September 2026

The leads pipeline board now stretches across your entire screen width for clearer visibility across deal stages.

Fixed

• Leads: Pipeline columns now expand to fill the full width of your screen, making cards easier to view on widescreen monitors.

Clearer invoice views, firm-wide partner access, and smart filing

24 September 2026

Declutter your billing dashboard with automatic filtering for cancelled invoices, grant partners full firm visibility, and track bulk document uploads with ease.

New

• Invoices → Dashboard: Added a Next Steps card to highlight pending invoice actions and catch potential billing leakage early.
• Team → Edit employee: Added a firm-wide access toggle so partners and practice leaders can oversee clients and portfolios across the whole firm.

Improved

• Invoices: Cancelled invoices are now hidden from the default invoice list and excluded from issued billing totals to keep active numbers accurate.
• Clients → Documents: Bulk document uploads now display real-time progress and failure alerts, and files received via WhatsApp are automatically named and filed.
• Emails: Partners with firm-wide access can now view client email communication logs just like firm owners.
• Clients: Business category tags now appear on their own line directly under the industry name for a cleaner view.
• Dashboard home → Attendance: The attendance calendar now accounts for an employee's joining date so days before their start date are not treated as gaps.

Cleaner Invoice Notification Settings

24 September 2026

Invoice notification switches are now cleaner and easier to read with redundant description text removed.

Fixed

• Invoices: Removed extra description text next to invoice notification toggles for a cleaner layout.

Cleaner layout on the Compliance bot overview

24 September 2026

We adjusted card alignments and spacing on the Compliance bot overview for a tidier, more consistent screen.

Fixed

• Compliance bot → Overview: Overview cards now align to matching heights with tidier spacing around messaging cards.

Polished tab navigation in Compliance bot

24 September 2026

The bot activity screen now features cleaner styling and improved tab navigation.

Improved

• Compliance bot → Activity: Tab navigation now has cleaner styling and better accessibility when switching views.

Cleaner billing queue display

24 September 2026

We removed the written-off summary card from the billing queue tab to keep your billing workflow focused on actionable items.

Fixed

• Invoices → Billing queue: Removed the written-off card so the screen only shows tasks and items waiting to be billed.

Record TDS on invoices, verify client PAN & Aadhaar, and more

24 September 2026

Record TDS withheld by clients when settling invoices and export TDS reports to CSV. You can also now validate client PAN and Aadhaar numbers, organize clients into groups, and customize screen text size.

New

• Invoices → Record payment: Record TDS withheld by clients when logging invoice payments, view total TDS deducted on the billing overview, and export deduction reports to CSV.
• Clients: Capture and validate PAN, Aadhaar numbers, and entity types (such as Individual, Company, or LLP) on client records and in bulk spreadsheet imports.
• Settings: Adjust the workspace text size in appearance settings to make text across the app easier to read.
• Services & packages: Import standard professional services with a single click when setting up packages, drafting proposals, or logging leads.

Improved

• Clients: Assign businesses to client groups directly from the list, search inside specific client groups, and filter your roster by entity type.
• Tasks: Filter tasks and workload dashboards by client entity type to isolate work for specific business structures.
• Services & packages: Create and manage service categories on the fly directly inside category dropdowns without leaving your open form.
• Leads: Lead status is now automatically assigned when entering contact numbers, with clearer status hints on the board.
• WhatsApp messages: Resend client welcome messages whenever needed while automatically preventing duplicate welcomes if a number is already registered.

Assign second administrators and track unbilled revenue

23 September 2026

Firm owners can now grant administrator privileges to trusted colleagues, track revenue leakage directly inside Invoices, and use the AI assistant to capture tasks from photos of handwritten diaries.

New

• Team: You can now assign an Administrator role to additional team members when inviting, editing, or bulk-importing staff, granting managerial control without transferring firm ownership.
• Dashboard home: The AI assistant can now read tasks from photos of handwritten diary pages and spreadsheets, complete with quick-add buttons to create and link missing clients on the spot.
• Dashboard home: Added the ability to pin the navigation sidebar to keep your menu stable as you navigate through firm workspaces.
• Website: Added an interactive live demo firm to the homepage so new visitors can explore full firm workflows before signing up.

Improved

• Invoices: Revenue leakage indicators have moved directly onto the Invoices dashboard, keeping unbilled work visible right next to your billing queue.
• Clients: Client groups now display their related businesses grouped underneath in collapsible lists for faster navigation.

Fixed

• Team: Resolved permission conflicts where newly appointed administrators could not view team rosters or manage reinvitations properly.

Clearer formatting in AI chat replies

23 September 2026

AI chat replies on your dashboard now properly display headings and divider lines, making structured answers easier to read.

Fixed

• Dashboard home: AI assistant replies now properly render headings and divider lines so longer explanations are easier to scan.

Clearer loading when assigning clients to team members

23 September 2026

Assigning clients to team members now displays a clear loading indicator while staff details are fetched.

Fixed

• Clients → Assign employee: Opening the employee assignment dialog now shows a loading state instead of briefly displaying a misleading 'No employee found' message.

Convert notices to tasks, track unbilled revenue, and AI assistant

23 September 2026

Turn tax notices directly into tasks, catch unbilled work faster from the dashboard, and manage multi-department staff assignments with ease.

New

• Notices: Convert any received notice directly into a trackable task with a single click, linking the notice straight to the task details.
• Dashboard home → AI Assistant: Use the new AI Assistant to review, adjust, and bulk-import tasks with interactive confirmation cards and an undo option.
• Settings → Reminders: Control automated reminder rules firm-wide or switch off digests and task reminders for individual clients who prefer not to receive them.

Improved

• Invoices → Create invoice: Create and onboard a new client directly inside the invoice creation dialog without interrupting your billing workflow.
• Dashboard home: Monitor unbilled completed jobs at a glance with new revenue leakage summary cards on your dashboard.
• Clients → Compliance: Split GST and Professional Tax compliance requirements state by state directly from the compliance registration list.
• Leads: Start onboarding immediately from a qualified lead without needing to draft a proposal first, and enter agreed custom fees during lead creation.
• Team: Assign staff to multiple departments so team members can handle tasks and permissions across more than one practice area.
• Billing & plan: Select an annual billing cycle directly in one step when upgrading your firm subscription to the Scale tier.

Billing settings in Invoices, attendance filters, and email controls

23 September 2026

Configure invoice settings directly inside Invoices, manage task completion emails in firm settings, and filter attendance across partner teams.

New

• Invoices: Manage your billing preferences and invoice configuration directly from a dedicated Settings tab.
• Settings: Choose whether email notifications are sent out when tasks are marked complete.
• WhatsApp messages: Select specific team members to receive administrative WhatsApp alerts.

Improved

• Dashboard home: Filter attendance across all teams or specific partner groups with an updated team selector and calendar date picker.
• Team: Record an employee's hiring date so their attendance calendar and calculations reflect when they joined.
• Website: Added a direct link to our YouTube channel in the footer.

Smoother mobile navigation

22 September 2026

Navigating your firm options on mobile devices is now more reliable and responsive.

Fixed

• Dashboard home → Mobile navigation: Tapping the Firm section in the mobile sidebar now reliably expands and collapses its menu options.

Automated GST calculations on proposals and WhatsApp alerts

22 September 2026

Proposals now calculate GST rates and gross totals automatically across all quotes and signed PDFs, with new WhatsApp notification support for firm alerts. We have also refined compliance bot checks across staff browsers and updated client contact views.

New

• Proposals: Proposals and service packages now calculate GST rates automatically, showing clear tax breakdowns and gross totals across price quotes, client summaries, and signed PDFs.
• WhatsApp messages: Added WhatsApp support for automated firm and client notifications alongside existing email alerts.
• Team: Firm admins can now configure custom 'Send as' email addresses for staff members using the firm's verified domain.

Improved

• Proposals: You can now draft and save client proposals without having to enter an email address upfront.
• Compliance bot: The bot activity dashboard now separates check volume into today and week views, and adds a filter to review closed bot tasks.
• Compliance bot: Filing sweeps can now run unattended across team member browsers, while weekly portal credential tests remain restricted to the firm owner's browser.
• Clients → Overview: Updated client contact cards to display email addresses and phone numbers together with cleaner inline editing controls.

Clearer error preview for bulk business imports

22 September 2026

Reviewing spreadsheets during bulk client imports is now easier, with error reasons separated onto their own lines and the Issues column hidden when your file is clean.

Fixed

• Clients → Bulk import: The preview sheet now keeps the Issues column clearly in view and displays each row's error on its own line, while automatically hiding the column if your file has no errors.

Accurate Titles for Non-GST Invoices

22 September 2026

Bills generated without GST are now titled 'Invoice' instead of 'Tax Invoice' to keep your billing documents compliant.

Fixed

• Invoices: Bills raised without GST now display 'Invoice' as their header instead of 'Tax Invoice'.

Detailed invoice line items and faster client assignment

22 September 2026

Add descriptions to individual invoice line items for clearer client billing, and easily assign unallocated clients to teams in bulk.

New

• Invoices: Add detailed descriptions to individual line items when creating, editing, or viewing invoices to give clients a clear breakdown of billed services.
• Clients: Bulk-assign unplaced clients to relationship managers and teams in a single action.

Easier Tracking for Individual Leads Without a Business Name

22 September 2026

You can now add leads for individual clients without needing a company name, and their contact names will show clearly across your pipeline. Form errors for lead locations are also easier to spot.

Improved

• Leads: When adding individual prospects who do not have a registered company, contact details are now required instead of a business name, and the contact's name appears across your lead cards and list views.

Fixed

• Leads: Location error messages now appear directly on the location field when entering lead details.

Location-based attendance and WhatsApp task approvals

21 September 2026

Staff can now submit their location when clocking in, and supervisors can approve or reopen tasks directly through WhatsApp.

New

• Team → Attendance: Staff are now prompted to share their location when clocking in.
• WhatsApp messages: Supervisors can now approve, send back, or reopen tasks directly using action buttons in WhatsApp.

Improved

• Dashboard home: Typing a screen name in the search bar now highlights the direct navigation link above individual matching records.
• Billing & plan: Subscription renewals and upgrades now automatically apply the correct duration for promotional offers.

Fixed

• Team → Attendance: Fixed an issue where a forgotten open shift from a previous day could appear as today's active punch.

Direct Task Links in Compliance Bot

21 September 2026

You can now open task records directly from Compliance bot check results, along with cleaner formatting in onboarding messages.

Fixed

• Compliance bot: Task titles shown in automation check results now link directly to their task records for faster review.
• Client onboarding: Removed an unnecessary blank line before the government fees note sent in onboarding WhatsApp messages.

Smoother Client Onboarding and New Subscription Offers

21 September 2026

Customise document lists more easily in client onboarding WhatsApp messages, and check out new cashback offers when renewing or upgrading your plan.

New

• Billing & plan: New subscription offers with flat cashback are now available when renewing or upgrading your plan.

Improved

• Client onboarding: Onboarding WhatsApp messages now support documents not automatically suggested by the AI, and clearly prompt you to retry if suggestions fail without message text flickering.

Visual refresh for Compliance bot cards and parked logins

21 September 2026

The Compliance bot dashboard has been updated with a cleaner layout for summary cards and the parked-logins panel, making it easier to review portal statuses at a glance.

Improved

• Compliance bot: Restyled the summary cards and parked-logins panel for a cleaner, easier-to-read overview of your automated portal checks.

1.286.2 (2026-09-21)

Bug Fixes

• invoice-view: remove Download PDF button from client invoice view (2cf389b)

1.286.1 (2026-09-21)

Bug Fixes

• bot: remove subtitle line under PracticeStacks Bot heading (37b5ad8)
• page-header: make subtitle prop optional (ed3f31d)

Default Signatories for Invoices and Proposals

19 September 2026

Set default firm signatories across proposals and invoices, filter your invoice list by status, and reach support faster with a new contact ticket form.

New

• Invoices: Choose which firm partner or authorized signatory signs an invoice directly when creating, editing, or viewing it.
• Invoices: Filter invoices by status on the main invoice list to quickly track unpaid, sent, or draft bills.
• Settings → Proposals: Set a default firm signatory so new proposals automatically select the right partner's signature.
• Proposals: Select authorized firm signatories directly on proposal cards, and allow clients to pick their signer during review.
• Website: Submit help requests directly through a new support ticket form on the contact page.

Fixed

• Invoices: Fixed an issue where signature updates were not reflected on invoice delivery and print views.

Service prefills for tasks, turnaround times, and WhatsApp proposals

18 September 2026

Speed up task creation by starting directly from standard services or compliances, and clearly define expected turnaround times and required client documents on your service packages.

New

• Tasks → Create task: Prefill task details instantly by selecting from your existing services or compliances when creating tasks individually or in bulk.
• Services & packages: Add required client documents and estimated turnaround times directly to services and service packages.
• Services & packages: Bulk import standard services into your catalog from a predefined list.
• WhatsApp messages: Send onboarding proposals directly to clients over WhatsApp using the new pre-formatted template.

Improved

• Compliance: Smart name matching now suggests the closest standard compliance names during client imports to prevent duplicate or ambiguous entries.
• Leads: Client phone numbers are now displayed directly on lead cards for quicker follow-ups.
• Client onboarding: AI-generated service drafts now automatically propose expected turnaround times.
• Website: Added a direct button to create support tickets across help and switching pages.

Annual Plan Billing and Instant Pricing Quotes

17 September 2026

You can now switch to annual billing for your subscription and team seats, and generate formal downloadable PDF quotes directly from our pricing page.

New

• Billing & plan: Choose between monthly and yearly billing when managing your subscription plan and team seats.
• Pricing page: Generate, apply discounts to, and download or share a formal PDF price quotation directly from the website.

Smoother client navigation and clearer plan details

17 September 2026

Client profile tabs now stay pinned in place as you browse, and plan renewal screens offer clearer guidance on restarting discounted subscriptions.

Improved

• Billing & plan: Added clear guidance on how promotional discounts apply when restarting or renewing your firm's subscription.

Fixed

• Clients: Pinned navigation tabs above the content card so you can quickly switch sections without losing your place on client records.

Accurate daily digests and reminders for tasks in review

17 September 2026

Automated end-of-day summaries and reminders now recognize when work is submitted for review, preventing unnecessary nudges for assignees.

Fixed

• Scheduled jobs: Tasks submitted for review are no longer counted as open work in end-of-day summaries and will not trigger reminder nudges to assignees.

Smoother demo booking on the website

17 September 2026

Demo booking buttons on the website now show a loading indicator while checking available time slots.

Improved

• Website → Book demo: The demo booking button and floating prompt now display a loading indicator while checking for open appointment slots.

Invite team members via WhatsApp and direct links

15 September 2026

You can now invite staff to your firm by sharing a direct link or sending it via WhatsApp. We have also added fallback options if an invitation email is blocked by a recipient's mail server.

New

• Team → Invitations: Invite team members by copying a direct link or opening a pre-filled invite message directly in WhatsApp.

Improved

• Team → Invitations: Easily share or resend an invite link from the invitation details if the original email was blocked by the recipient's mail server.
• Emails: Clearer invitation email copy so newly invited staff members know how to accept and set up their accounts.

Multiple bank accounts for invoices and easier client grouping

15 September 2026

You can now maintain multiple firm bank accounts and choose which account details print on each invoice. We have also made it easier to organize clients into groups and simplified client activity tracking.

New

• Invoices → Billing settings: Add and manage multiple firm bank accounts, then select which account's payment details should appear when creating or printing an invoice.
• Clients: Create new client groups directly while adding a business, or assign a default group during bulk client imports.

Improved

• Clients → Compliance: Added support for state-wise filings like Professional Tax, complete with clear options to initiate filings in other states.
• Proposals: Drafting a proposal now automatically loads recipient contacts for the selected client, and sending it moves linked leads straight to Proposal Sent.
• Clients → Client details: Replaced the overview history widget with a dedicated Activity tab that updates smoothly when team members are assigned or removed.
• Dashboard home: The team roster and workload cards now hide departed staff so your active team counts and capacity remain accurate.

Cleaner task toolbar layout for clients

15 September 2026

The task search bar inside client details has been moved to the end of the toolbar for a clearer, more organized layout.

Improved

• Clients → Tasks: Moved the task search bar to the end of the toolbar so buttons and filters are easier to navigate.

Smoother task mentions tracking

15 September 2026

This release includes routine maintenance alongside improvements to how task mentions are displayed.

Fixed

• Tasks: Updated the task mentions card so your team can reliably view recent mentions.

Keep your mentions focused on open tasks

14 September 2026

Mentions from completed tasks are now automatically removed from the My mentions card so team members only see discussions that still need attention.

Fixed

• Dashboard home → My mentions: Mentions from completed tasks no longer remain on the card, keeping your list focused strictly on active work.

More Reliable Email Delivery & WhatsApp Blog Alerts

14 September 2026

Outgoing emails now automatically retry if a connection drops, ensuring messages reach recipients reliably. You can also receive WhatsApp alerts whenever new blog articles go live.

New

• WhatsApp messages: Get instant WhatsApp notifications whenever a new blog article is published.

Improved

• Emails: Outgoing emails now automatically retry sending if the initial connection fails, helping prevent delivery drops.

Draft GST adjustments, team views, and client activity

14 September 2026

Easily switch tax treatments on draft invoices, track proformas from the billing dashboard, filter clients by team, and review full client histories in the new Activity tab.

New

• Invoices → Billing dashboard: Track pending proformas with a dedicated summary card and visible proforma numbers across the billing view.
• Clients: Review a chronological history of client profile updates and actions in the new Activity tab.
• Clients: Filter clients by team and browse team workload cards to see which groups manage each account.
• Clients → Credentials: Launch tax and compliance portals with one-click credential autofill directly from the client's credentials tab.
• Tasks: Filter tasks and compliance matrices by calendar year across dashboard and ranked views.
• Client onboarding: Preview uploaded spreadsheets as interactive tables inside the app without downloading the file.

Improved

• Invoices: Switch GST treatment (such as toggling between IGST and CGST + SGST) and edit tax rates on draft invoices without re-entering line items.
• Clients: Associates can now update client contact details, while editing industry classification is restricted to partners and managers.
• Dashboard home: Monthly attendance now displays a summary report card once a month ends, and informational sidebar cards can now be dismissed.
• Notices: Select-all and filtered notice counts have moved to the top header for quicker bulk actions.

Office attendance rules, partner signatures, and reviewer controls

13 September 2026

Enforce location rules for staff attendance, manage multiple authorized firm signatures for proposals, and assign task reviewers in bulk.

New

• Settings: Enforce office-only attendance punches for your team, while allowing exemptions for client site visits and field staff.
• Settings → Signatures: Upload and manage multiple authorized partner signatures to apply across proposals and client documents.
• Dashboard home: Get an in-app reminder alert when a scheduled calendar meeting is starting soon.
• Email inbox: Convert incoming emails directly into new client records using the new Add as business option in the reading pane.

Improved

• Tasks: Select task reviewers and update priorities directly during task creation and from the bulk edit bar.
• Clients: Client creation controls now respect team permissions, disabling add-client options for unauthorized staff.
• Notices: Search and filter notices by reference number, with collapsible reference details in tables and quick sheets.
• Chrome extension: Click your firm name or logo in the extension popup to jump directly to your web dashboard in a new tab.

Fixed

• Dashboard home: Resolved an issue where recurring calendar meetings could drop off the daily schedule view prematurely.

Service GST rates on invoices and office geofencing

13 September 2026

Invoices now inherit the correct GST rate set on linked services, and staff attendance records whether punches happened from the office. Firms can also let managers make final approval on reimbursement claims.

New

• Invoices: Invoices and unbilled work cards now pick up the specific GST tax rate configured on each linked service automatically.
• Settings → Team: Turn on "Manager's approval is final" under expense settings so a reporting manager's sign-off completes the reimbursement without partner review.
• Settings: Set your firm's office location so staff attendance punches automatically tag whether employees are working from the office or remotely.
• Team: Assign a mandatory reporting manager when adding or editing staff, keeping your firm's hierarchy and approvals clear.

Improved

• Dashboard home: Clicking a day on the tasks card now opens the full calendar view, and attendance logs show office-distance tagging and office-based filtering.
• Clients: Client overview timelines now collapse repeated update entries into a cleaner view, and clients with many business categories can expand to view the full list.
• Compliance bot: Recent portal checks now appear at the top of the activity tab for faster review of filing runs.
• Leads: Lead cards now cap the service badges to three items to keep list views tidy.
• Website: Added a quick booking button and floating demo tab to schedule walkthroughs directly.

Fixed

• Reimbursements: Fixed category labels and selection options when submitting or reapplying for expense claims, and improved receipt proof preview padding.

Direct client onboarding, partner attendance, and notice files

13 September 2026

Onboard clients directly without needing a proposal first, track attendance grouped by partner teams, and attach supporting files directly to tax notices.

New

• Client onboarding: Start onboarding a client directly from the client list or leads board without creating or approving a proposal first.
• Notices: Attach notice copies and supporting documents directly to tax notice entries.
• Team: A new Attendance tab on each team member's profile displays their complete monthly attendance history.

Improved

• Clients: Filter the client list by client group, view group tags on client rows, and jump straight to member firms from group cards.
• Dashboard home: Monthly attendance reports can now be grouped by partner teams, displaying attendance percentages across staff.
• Team: Clicking any task on a team member's profile now opens task details in a side panel without leaving their page.
• Chrome extension: Improved GST notice row detection on portal tables for more reliable notice syncing.

Clean scrolling on dashboard tables

12 September 2026

Fixed an issue where sticky table columns could overlap the dashboard header while scrolling.

Fixed

• Dashboard home: Sticky table columns no longer show on top of the page header when scrolling through dashboard tables.

Expense claim timelines, WhatsApp approvals, and client setup tracking

12 September 2026

Review and approve reimbursement claims with visual timelines and WhatsApp actions, track onboarding progress on client profiles, and navigate daily attendance with ease.

New

• Reimbursements: Expense claims now show a step-by-step progress timeline, and staff can add a custom label whenever submitting an expense under the 'Other' category.
• WhatsApp messages: Managers can now receive and act on reimbursement approval requests directly through interactive WhatsApp alerts.
• WhatsApp messages: Daily streak alerts now include direct buttons to jump straight back into your firm dashboard.

Improved

• Clients → Overview: A new setup completion bar shows the status of each onboarding step, including who completed it and when.
• Clients: Compliance and task tabs now switch smoothly with live pending badges, and items in the Needs Attention card link directly to their tasks.
• Reimbursements: Expense category names now appear consistently across review, reapply, and deletion dialogs, alongside clearer approval status labels.
• Dashboard home: The attendance toolbar now has day stepper arrows to move forward and backward across dates, along with richer attendance status badges.
• Team → Overview: Expanded the assigned client list on staff profiles so you can review full portfolios without truncation.
• Settings: Unified the Command Center keyboard shortcut to open reliably without conflicting with browser search boxes.

Phone-only staff invites, invoice imports, and filing queue

11 September 2026

Invite team members via WhatsApp without requiring email addresses, import historical invoices with automatic client matching, and preview GST filing queues before automated runs.

New

• Compliance bot: Preview the upcoming GST filing queue and trigger on-demand portal status re-checks for clients before filing runs start.
• Invoices → Import: Import historical firm invoices from spreadsheets with duplicate client detection and source badges on client billing tabs.
• Team → Add employee: Add and invite staff using only their mobile number via WhatsApp or a direct link without requiring an email, plus bulk import team members at once.
• Leads: Draft client follow-ups with the built-in AI assistant and track prospect readiness using lead scores.
• WhatsApp messages: Download received image and document attachments directly from client WhatsApp conversation threads.

Improved

• WhatsApp messages → Meeting reminders: Automated meeting reminders sent over WhatsApp now include a direct one-click link to join scheduled video consultations.
• Tasks: Reassigning client tasks now logs a handover record and alerts the newly assigned team member immediately.
• Dashboard home: Task metrics now give clear visibility into overdue work versus tasks scheduled for the upcoming month.

Faster compliance management, proposal details, and attendance

11 September 2026

Assign compliance executors in bulk, see mapped compliances on services and proposals, and track team attendance with automatic location naming.

New

• Reimbursements: Upload supporting proof documents and receipts directly when submitting or reviewing reimbursement claims.
• Dashboard home: Managers can open a team roster panel directly from the dashboard to filter and check in on their direct reports.

Improved

• Proposals: Client proposals now display the exact compliances covered under each included service.
• Clients → Compliance: Use the bulk action bar to update executors and reviewers across multiple compliance items at once.
• Services & packages: A new compliance detail sheet and mobile pop-up let you view all compliances linked to a service without navigating away.
• Dashboard home → Attendance: Attendance punches now display readable area names from GPS coordinates, track elapsed time on the clock, and calculate monthly attendance percentages accurately for half-days.
• Tasks: Task pipelines now highlight overdue tasks clearly, and the toolbar filters wrap neatly on mobile screens.
• Clients → Compliance: Upcoming filing dates and next-task hints are clearer, with immediate alerts if a scheduled compliance has no assigned executor.

Fixed

• Client onboarding: Clicking the stalled onboarding card on your dashboard now filters directly to the matching client businesses.

Track proposals awaiting follow-up and view test filing status

10 September 2026

Stay on top of sent proposals that need client follow-ups directly from your business overview, and easily identify when filing runs are operating in test mode.

Improved

• Compliance bot: Run cards now clearly show when an automated compliance filing run is operating in dry-run mode.
• Dashboard home: The business overview now tracks sent proposals awaiting follow-up so your team can close pending client engagements on time.

Delete cancelled invoices and assign relationship managers

10 September 2026

Admins can now safely remove cancelled invoices to keep billing clean, set client relationship managers upon creation, and enjoy 10 GB per-user storage on Scale plans.

New

• Invoices: Admins can now delete cancelled invoices directly from invoice rows and quick-view panels, automatically clearing them from your billing queue.
• Clients → Add client: Assign a dedicated relationship manager right as you create a client so staff visibility and ownership are set immediately.

Improved

• Dashboard home: Dashboard figures now update automatically whenever a colleague assigns or hands off a client to you.
• Pricing page: Scale plan file and email sync storage has been upgraded from 3 GB to 10 GB per user.

Fixed

• Invoices: Removed unnumbered draft proformas from cluttering finalized GST invoice series.

Client groups, GST portal sweeps, and leave tracking

9 September 2026

Organize related entities into client groups, automate GST filing checks, and track staff leave requests and punch locations directly from attendance.

New

• Clients → Client groups: Group related entities together to view, manage, and search sister companies and family businesses in one place.
• Compliance bot: Added unattended daily filing sweeps for the GST portal, along with a server activity card to track run progress.
• Reimbursements: Attach receipt files directly to reimbursement claims, and preview uploaded bills inside the claim review sheet.
• Dashboard home → Attendance: Submit leave requests with category tags and supporting documents, and track approvals from the new Leave tab.
• Dashboard home → Attendance: See who is currently working with the live attendance roster, monthly attendance calendar, and punch-in location details.
• WhatsApp messages: New lead alerts now include interactive cards so staff can claim and follow up on leads with a single tap.