Automated notice reading, team to-dos, and a new attendance dashboard
15 October 2026
This update introduces automated AI notice reading and portal checks to the compliance bot. We've also completely rebuilt the attendance tracking module and added a dedicated team to-dos manager directly inside your chats.
New
- Compliance bot: The bot now uses AI to automatically read and categorize incoming notices, runs scheduled portal checks, and generates proof-of-filing PDFs.
- Dashboard home → Attendance: Completely rebuilt the attendance module to include daily punch records, a personalized 'My Month' view, an improved leave application process, and one-click CSV exports.
- Dashboard home → Chat: Added a dedicated To-dos tab alongside team chats, allowing you to create, assign, and track the real-time status of internal tasks.
- WhatsApp messages: Added a new template to automatically request missing notice paperwork from clients, and included a handy 'Open to-do' button in task alerts for your staff.
Improved
- Notices: You can now assign a specific supervisor, flag high-priority items, override default due dates, and view a complete chronological history of events for GST notices.
- Emails: Automated system emails sent to clients for task updates and new notices now dynamically include your firm's custom branding header and sign-off.
- Settings: Added configuration options to toggle the new attendance tracking module on or off for your firm, and allowed users to choose their default screen layout preferences.