Multi-GST client tracking, workflow automations, and device security
23 August 2026
Track multiple GST logins per state for multi-branch clients, create automated workflows for common firm milestones, and manage active device sessions and holidays from Settings.
New
- Clients → Compliance: Link and manage multiple GST registrations and logins within the same state for multi-branch clients.
- Settings → Automations: Set up automated rules to assign leads and trigger follow-up actions when proposals are accepted, onboarding finishes, or compliance tasks complete.
- Settings → Account: View active login sessions across your firm's devices and log out from remote sessions directly from your profile.
- Settings → Working calendar: Configure official office holidays and quiet days so automated task reminders and document requests pause on firm off-days.
- Settings → Firm details: Auto-populate and verify your firm's registered business details by entering your GSTIN.
Improved
- Tasks: Filter compliance work by specific state GST registrations when reviewing filing progress.
- Dashboard home: Filter team workload views by reporting managers and specific team boards to balance task distribution.
- Settings → Notifications: Customize notification channels to choose exactly which events alert staff via email, WhatsApp, or in-app messages.
- Settings → Team: Updated department and member roster views make it easier to review seat allocation and manage department permissions.
