Track DSC expiry, sync client logins, and search invoices
1 October 2026
Manage client Digital Signature Certificates (DSC) with automated expiry reminders, automatically sync client-submitted portal credentials, and find any invoice instantly.
New
- Dashboard home → DSC register: Track all client Digital Signature Certificates (DSC) across your firm in a central register, complete with token PIN lookups and expiry tracking.
- Clients → DSC: View, register, and update DSC tokens linked to any client directly from their client profile.
- Emails: Automated email alerts now notify your team and clients well before a DSC token expires.
- Invoices: Quickly search across all firm invoices by client or invoice information, with search queries preserved in the web address for easy sharing.
Improved
- Billing & plan: Seat usage now counts pending team invitations alongside active staff so you always see your true remaining capacity.
- Team: Inviting staff or importing employee lists now validates your remaining plan seats upfront to prevent exceeding your subscription limit.
Fixed
- Clients → Credentials: Portal logins entered by clients during digital onboarding now automatically sync straight to their Credentials tab.
- Client onboarding: Removed unnecessary auto-generated title prefixes from proposal labels when selecting an onboarding proposal.