Public GST Checks, Zoho Books Sync & Smarter Proposals
21 October 2026
We've removed the need for client passwords during automated GST checks, introduced a direct Zoho Books integration for seamless client imports, and upgraded how you customize proposals.
Improved
- Compliance bot → GST checks: The bot now checks GST filing status securely using just the client's GSTIN from the public portal, completely removing the need to ask for and store client passwords.
- Proposals → Editor: You now have greater control over proposal presentations, including a table of contents, cover image cropping, data protection notices, and toggles to hide specific sections.
- Clients → Company profile: Improved the reliability of MCA company data syncs and added a quick way to manually add company directors if they are missing from the public registry.
New
- Settings → Imports: You can now directly import your customer list from Zoho Books to instantly create and link client records.
- Services & packages → Editor: A new smart banner suggests and automatically attaches the correct compliance filings to your firm's standard services.
- Tasks → Dashboard: You can now record specific reasons when a task is delayed, and these delay notes will automatically highlight in your team's evening digest emails.
- Website → Homepage: Prospective clients can now securely verify their phone number to instantly explore a live interactive demo without waiting to book a call.
Fixed
- Leads → Pipeline: Resolved a visual bug on mobile phones where status tags and client chips would overlap or stretch off the screen.
- Emails → Templates: Adjusted the header height and banner images on automated system emails so they render cleanly across all email clients.