Firm branch filtering, WhatsApp Business integration, and MCA/GST sync
22 October 2026
This update lets you filter invoices by firm branch and connect your own WhatsApp Business number for direct client messaging. We've also added one-click MCA and GST syncing and tighter access controls for team devices.
New
- Invoices: You can now separate and filter your invoices, proposals, and tasks by specific firm branches or entities directly from the top menu.
- Clients: Added dedicated MCA and GST sync buttons directly to the clients list so you can quickly fetch up-to-date portal data.
- WhatsApp messages: You can now connect your firm's own WhatsApp Business number to send outbound messages, reply to leads, and manage client conversations directly in the app.
- Team: Firm owners can now track which devices are using the Chrome extension and remotely cut off access, ensuring client data stays secure when an employee leaves.
- Email inbox: You can now easily target bulk emails to specific client groups directly from the bulk email dialog.
- Chrome extension: Upgraded the extension to more reliably fetch and download notices from the Income Tax (IT) portal and TRACES.
Improved
- Compliance: When using the 'select all' tool to bulk-send compliance calendars, the system now strictly respects your selection and only emails the exact clients you ticked.
- Leads: Company phone numbers now appear directly on the lead sheet, and converted leads are much easier to view on mobile screens without extra tapping.
- Settings: Upgraded the brand color picker so you can manually set your firm's exact colors, complete with auto-suggested professional palettes tailored for tax and law firms.
- Dashboard home: Added helpful guidance icons across complex screens like proposals, packages, and compliance schedules to quickly pull up relevant answers or ask the AI assistant.
