State-wise compliance filings and mandatory task due dates
20 August 2026
Track multi-state GST and compliance filings with state-specific task titles and bulk assignment. Tasks and follow-up logs now require due dates to keep client work on schedule.
New
- Clients → Compliance: Track compliance by state for multi-state clients, complete with state pickers and task titles that clearly indicate the filing state on tasks and calendars.
- Clients → Compliance: Bulk assign compliance registrations across multiple clients or states in a single dialog.
- WhatsApp messages: Send automated workflow notification templates directly to clients over WhatsApp.
Improved
- Tasks: Every task and communication follow-up now requires a due date so deadlines are never missed during individual or bulk creation.
- Tasks: Update multiple tasks simultaneously with the bulk edit bar, and enjoy cleaner task dashboard views with duplicate rows removed.
- Dashboard home: Managers now see team workload cards filtered to their direct reportees, with quick links to view full member profiles.
- Billing & plan: View active discount percentages and promotional offers applied to your firm's subscription.
