Redesigned client dashboards and month-by-month GST tracking
18 October 2026
We've overhauled the client overview screen to include month-by-month GST return grids, MCA company summaries, and upcoming work cards. We also redesigned the dashboard to prioritize your daily to-dos and added the ability to include detailed descriptions in your service packages.
New
- Clients → Overview: The client overview screen has been completely redesigned to give you a bird's-eye view of a business's health. It features a month-by-month tracking grid for GSTR-1 and GSTR-3B returns, recent filing statuses, upcoming work, and quick access to GST portal logins.
- Clients → Overview: The MCA company summary on a client's profile now automatically checks if the company's directors are listed in your contacts. You can also upload a custom logo for each client to personalize their workspace.
- Services & packages: You can now add detailed descriptions to your service packages. These descriptions display cleanly under the package name and pricing on proposals, helping your clients understand exactly what they are paying for.
- Dashboard home: We replaced the 'Businesses' summary card with a new 'To-Dos' card. It groups your tasks by due date and highlights ASAP items, ensuring you always know what needs your immediate attention.
Improved
- Services & packages: We increased the limit on how many 'Documents Needed' you can request for a given service. The bulk-import tool was also upgraded so you can easily copy and paste long lists of required files directly from Excel.
- Dashboard home → Messages: The messaging dock has been redesigned to help you communicate with your team faster. It now defaults to showing people, lets you search for specific department chats, and clearly displays your recent conversation history.
- Proposals: When selecting services for a new proposal, the action bar now sticks to the bottom of the screen instead of the top, giving you more vertical space to review the services you are quoting.
- Notices: We updated the dashboard messaging to clarify that notices are organized by their strict due dates, rather than promising automatic background fetching.
Fixed
- Email inbox: Plain-text emails now format correctly in the reading pane, fixing awkward spacing and making them much easier to read.
