Bulk Compliance Calendars, Proposal Upsells & PIN Punch-ins
14 October 2026
This release makes it incredibly easy to bulk-send monthly compliance calendars to your clients. We've also added the ability to showcase optional packages on proposals and introduced PIN-based attendance tracking for your team.
New
- Clients: You can now select multiple clients at once and bulk-send their monthly compliance calendars, with built-in checks that automatically skip clients who already received it.
- Proposals: You can now showcase optional service packages to clients on a proposal without adding them to the immediate bill, making it easier to offer upgrades.
- Proposals: Added an AI generator to quickly draft detailed scope of work overviews based on your selected services.
- Team: Staff can now punch in for the day using a secure PIN, which automatically logs their work location for accurate attendance tracking.
Improved
- WhatsApp messages: The system now reliably detects when a client has replied within the 24-hour window, enabling you to send custom, free-form messages without template restrictions.
- Tasks: Tasks for compliance filings that were already completed earlier will now automatically close themselves to save your team from duplicate work.
- Team: Associates can now be assigned as reporting managers, and partners can be added to the firm's organizational chart without consuming a paid subscription seat.
- Services & packages: When editing a package, the services already included now automatically float to the top of the list so they are easier to review.
- Billing & plan: Added clearer dashboard visibility into exactly how many days are left in your firm's free trial and when subscription payments will begin.
