Faster compliance search and clearer portal check counts
28 September 2026
Review portal check progress with clearer summary counts, and quickly search through compliance items on client records.
Improved
- Compliance bot: Running a portal check now summarizes filings into clear counts for Total, Due for check, and Skipped.
- Clients → Compliance: Added a search bar to the right side of the compliance list toolbar so you can quickly search and filter specific filings.