Direct client onboarding, partner attendance, and notice files
13 September 2026
Onboard clients directly without needing a proposal first, track attendance grouped by partner teams, and attach supporting files directly to tax notices.
New
- Client onboarding: Start onboarding a client directly from the client list or leads board without creating or approving a proposal first.
- Notices: Attach notice copies and supporting documents directly to tax notice entries.
- Team: A new Attendance tab on each team member's profile displays their complete monthly attendance history.
Improved
- Clients: Filter the client list by client group, view group tags on client rows, and jump straight to member firms from group cards.
- Dashboard home: Monthly attendance reports can now be grouped by partner teams, displaying attendance percentages across staff.
- Team: Clicking any task on a team member's profile now opens task details in a side panel without leaving their page.
- Chrome extension: Improved GST notice row detection on portal tables for more reliable notice syncing.