Multiple bank accounts for invoices and easier client grouping
15 September 2026
You can now maintain multiple firm bank accounts and choose which account details print on each invoice. We have also made it easier to organize clients into groups and simplified client activity tracking.
New
- Invoices → Billing settings: Add and manage multiple firm bank accounts, then select which account's payment details should appear when creating or printing an invoice.
- Clients: Create new client groups directly while adding a business, or assign a default group during bulk client imports.
Improved
- Clients → Compliance: Added support for state-wise filings like Professional Tax, complete with clear options to initiate filings in other states.
- Proposals: Drafting a proposal now automatically loads recipient contacts for the selected client, and sending it moves linked leads straight to Proposal Sent.
- Clients → Client details: Replaced the overview history widget with a dedicated Activity tab that updates smoothly when team members are assigned or removed.
- Dashboard home: The team roster and workload cards now hide departed staff so your active team counts and capacity remain accurate.
