Convert notices to tasks, track unbilled revenue, and AI assistant
23 September 2026
Turn tax notices directly into tasks, catch unbilled work faster from the dashboard, and manage multi-department staff assignments with ease.
New
- Notices: Convert any received notice directly into a trackable task with a single click, linking the notice straight to the task details.
- Dashboard home → AI Assistant: Use the new AI Assistant to review, adjust, and bulk-import tasks with interactive confirmation cards and an undo option.
- Settings → Reminders: Control automated reminder rules firm-wide or switch off digests and task reminders for individual clients who prefer not to receive them.
Improved
- Invoices → Create invoice: Create and onboard a new client directly inside the invoice creation dialog without interrupting your billing workflow.
- Dashboard home: Monitor unbilled completed jobs at a glance with new revenue leakage summary cards on your dashboard.
- Clients → Compliance: Split GST and Professional Tax compliance requirements state by state directly from the compliance registration list.
- Leads: Start onboarding immediately from a qualified lead without needing to draft a proposal first, and enter agreed custom fees during lead creation.
- Team: Assign staff to multiple departments so team members can handle tasks and permissions across more than one practice area.
- Billing & plan: Select an annual billing cycle directly in one step when upgrading your firm subscription to the Scale tier.
