Phone-only staff invites, invoice imports, and filing queue
11 September 2026
Invite team members via WhatsApp without requiring email addresses, import historical invoices with automatic client matching, and preview GST filing queues before automated runs.
New
- Compliance bot: Preview the upcoming GST filing queue and trigger on-demand portal status re-checks for clients before filing runs start.
- Invoices → Import: Import historical firm invoices from spreadsheets with duplicate client detection and source badges on client billing tabs.
- Team → Add employee: Add and invite staff using only their mobile number via WhatsApp or a direct link without requiring an email, plus bulk import team members at once.
- Leads: Draft client follow-ups with the built-in AI assistant and track prospect readiness using lead scores.
- WhatsApp messages: Download received image and document attachments directly from client WhatsApp conversation threads.
Improved
- WhatsApp messages → Meeting reminders: Automated meeting reminders sent over WhatsApp now include a direct one-click link to join scheduled video consultations.
- Tasks: Reassigning client tasks now logs a handover record and alerts the newly assigned team member immediately.
- Dashboard home: Task metrics now give clear visibility into overdue work versus tasks scheduled for the upcoming month.