Real-time team chat and multi-GSTIN support
15 October 2026
This release introduces a built-in team chat so you can collaborate and quickly turn messages into tasks. We have also added full support for managing clients with multiple GST registrations across different states.
New
- Clients → GST details: Manage multiple GST numbers for a single client business. You can now track returns separately for each state, pick specific GSTINs when generating invoices, and export them seamlessly to Tally.
- Dashboard home → Chat: Added a real-time team chat with direct messages, group channels, and typing indicators. You can mention coworkers, react with emojis, pin important messages, and instantly turn any message into a tracked task.
- Settings → Integrations: Added an integration setup guide and connection tile for Claude.ai.
Improved
- Clients: Added the ability to merge duplicate client business records together safely, ensuring you do not lose their underlying tax filings or invoice history.
- Clients: When deleting a client business or an internal proposal, the system now explicitly warns you if there are unsent invoices tied to them to prevent accidental data loss.
- Clients → Contacts: A single contact person can now be linked to multiple client businesses at once, saving you from typing the same email and phone number repeatedly.
- Settings: Redesigned the entire settings area with a cleaner, easier-to-read layout for managing your firm's profile, team access roles, automation rules, and notifications.
- Email inbox: Adjusted the layout for mobile devices so email search filters and bulk action panels are easier to tap and use on smaller phone screens.
- Website: Updated the homepage and trial pages to make it easier for visiting firms to quickly book a live demo directly with our team.