Automated GST calculations on proposals and WhatsApp alerts
22 September 2026
Proposals now calculate GST rates and gross totals automatically across all quotes and signed PDFs, with new WhatsApp notification support for firm alerts. We have also refined compliance bot checks across staff browsers and updated client contact views.
New
- Proposals: Proposals and service packages now calculate GST rates automatically, showing clear tax breakdowns and gross totals across price quotes, client summaries, and signed PDFs.
- WhatsApp messages: Added WhatsApp support for automated firm and client notifications alongside existing email alerts.
- Team: Firm admins can now configure custom 'Send as' email addresses for staff members using the firm's verified domain.
Improved
- Proposals: You can now draft and save client proposals without having to enter an email address upfront.
- Compliance bot: The bot activity dashboard now separates check volume into today and week views, and adds a filter to review closed bot tasks.
- Compliance bot: Filing sweeps can now run unattended across team member browsers, while weekly portal credential tests remain restricted to the firm owner's browser.
- Clients → Overview: Updated client contact cards to display email addresses and phone numbers together with cleaner inline editing controls.
