Firm expenses, Zoho WorkDrive support, and notification bell
23 October 2026
You can now track internal firm expenses and vendor bills directly alongside your client invoices. We've also added Zoho WorkDrive as a document storage option, a new in-app notification bell for task assignments, and the ability to export your client list.
New
- Invoices: Track your internal costs and vendor bills directly from a new Firm Expenses tab, or log them straight from a client's costs card.
- Clients: Added Zoho WorkDrive alongside Google Drive and OneDrive so you can securely store client documents directly in your firm's own Zoho account.
- Tasks: A new in-app notification bell alerts you when tasks are assigned to you or put on hold, and we've added automated WhatsApp alerts for bulk file assignments.
- Clients: Added an export button so you can easily download a spreadsheet of your entire client business list.
- Compliance: You can now directly attach an existing service when starting a new compliance filing, making it easier to track which filing belongs to which paid service.
Improved
- Clients -> MCA filings: Client dashboards now display ROC tasks and show missing SRN (Service Request Number) details in the MCA filings table.
- Dashboard home: Data tables across the app now remember your preferred column sorting so you don't have to re-sort them every time you log back in.
- Services & packages: Improved the mobile screen layout for the services list and added handy popups to see full compliance names when you tap or hover.
Fixed
- Invoices -> Invoice creator: Branch choices now automatically and correctly update when you switch between different firms while drafting an invoice.
- Billing & plan: Prevented credit card details from incorrectly clearing right after a successful subscription, and added clearer warnings if a payment window is closed early.