Two-factor authentication, calendar sync, and offboarding wizard
18 August 2026
Secure your account with two-factor authentication, sync Google and Microsoft calendars, and reassign work seamlessly using a guided staff offboarding wizard.
New
- Settings: Enable two-factor authentication (2FA) with an authenticator app and generate emergency backup codes for extra account security.
- Team: A new four-step offboarding wizard lets you reassign clients and tasks item-by-item, revoke portal access on the employee's last day, and undo recorded exits if plans change.
- Settings: Connect Google Calendar and Microsoft Outlook to automatically sync recurring compliance deadlines and meeting schedules.
Improved
- Invoices: Draft and unsent invoices now clearly display an unissued indicator instead of a blank invoice number.
- Clients: The Compliance tab now shows linked task chips, assignees, due dates, and filed period details for every filing requirement.
- Email inbox: Filter threads by category and jump directly into specific business email discussions from dashboard overview cards.
- Dashboard home: Calendar day cards now feature quick tooltips to inspect tasks and meetings at a glance across connected calendars.
- Emails: When offboarding a team member, each successor receives an email notification detailing only the specific clients and tasks handed over to them.
Fixed
- Scheduled jobs: Daily task digests, compliance due alerts, and billing reminders now stop sending to team members once their exit date passes.
