Duplicate client protection and upgraded email inbox
5 August 2026
This release prevents duplicate client profiles, adds powerful search and organization tools to your email inbox, and introduces side-panel views for tax notices.
New
- Clients: Automatic duplicate detection warns you if you try to create or import a client business that shares a name or email address with an existing record.
- Email inbox: Starred and archived email support, quick email summaries, custom mail rules, and advanced search with saved filters help you clear your inbox faster.
Improved
- Billing & plan: Additional team seats purchased for your firm are now activated and reflected in your plan instantly upon payment.
- Dashboard home: Dashboard cards now highlight overdue days for tax notices, proposals, leads, and onboarding tasks so urgent follow-ups stand out.
- Notices: Notice details now open in a side panel, letting you review notice info without losing your place or filters in the list.
- Email inbox: Link incoming emails directly to client business profiles so your whole team has context on client communications.
- Reimbursements: Open specific expense claims directly using shareable web links, with clearer approval status tracking.