Bulk compliance reassignment, TDS portal login, and state tagging
18 August 2026
Reassign compliance executors and reviewers in bulk, log into the Income Tax TDS portal using the Chrome extension, and tag client portal credentials by state and Union Territory.
New
- Compliance: Bulk reassign executors and reviewers across multiple compliance schedules at once.
- Chrome extension: Auto-fill and log into the Income Tax TDS e-filing portal using either PAN or TAN credentials.
- Services & packages: View complete package details in a dedicated side panel and manage or delete packages directly from the table.
Improved
- Compliance: Reassigning a compliance task now automatically syncs the new owner back to the recurring compliance schedule.
- Clients: Added State and Union Territory selection mapped to GST state codes when storing client portal credentials.
- Clients: Duplicate checks now normalize business names and emails during onboarding to prevent accidental duplicate records.
- Dashboard home: Task views now display client names, and team member calendar views only show their assigned work.
- Notices: Portal source tags now display in the notice audit history log.
Fixed
- Proposals: Fixed button text truncation and overflow in the renew proposal dialog.