Stricter credential security and improved financial stats
13 August 2026
This release introduces tighter security for client credentials, improved Indian currency formatting across dashboards, and smoother recurring task cycle handling.
Improved
- Clients → Credentials: Restricted credential access strictly to assigned Relationship Managers and authorized staff, displaying a clear no-access message when permissions are missing.
- Dashboard home: Financial metric cards now display amounts in compact Indian currency formatting with tooltips showing the exact Rupee value on hover.
- Invoices: Added summary stat tiles and updated billing and tax figures to standard currency format.
- Tasks: Completing a recurring task now automatically calculates and prepares the next cycle, with completed task groups sorted by completion date.
- Chrome extension: Added audio captcha fetching support for TRACES tax notice downloads.
- Dashboard home: Updated browser tab titles across all app pages and added sidebar badges to highlight items needing firm attention.
- Billing & plan: Renamed page title to Subscription for clearer account navigation.
- Website: Updated trial button layout and messaging on the homepage process section.
Fixed
- Scheduled jobs: Fixed a bug that caused newly spawned recurring tasks to be incorrectly marked as overdue.