On-time task tracking, email inbox tabs, and billed invoice summaries
27 October 2026
We've added a new billed summary tile to the invoices page and started tracking on-time completion for compliance tasks. Your email inbox is also cleaner with new tabs to filter your messages.
New
- Invoices: A new summary tile has been added to the main page so you can easily track your billed amounts at a glance.
- Email inbox: Your inbox is now divided into specific tabs for "Clients", "Untagged", and "Other" to help you quickly prioritize messages.
- Settings: You can now create and manage PracticeStacks support tickets directly from your firm settings.
Improved
- Compliance: Tasks and employee work reports now automatically track whether your compliance work was completed on time.
- Compliance: Compliance lists are now automatically filtered to securely show only the records for your assigned clients.
- Email inbox: You can now bulk-link multiple emails from the same sender to a business, and outgoing emails are automatically excluded from your client lists.
- Dashboard home: If you attempt to open a module you don't have permission to view, you will now see a clear "No Access" message instead of a confusing error.
- Dashboard home: Clicking the solved notices metric on your dashboard will now take you directly to a filtered list of your resolved notices.
- Clients: When assigning a professional to a business, their specific professional type now appears as a clear badge to help you pick the right person.
- Dashboard home: The main navigation sidebar has a cleaner layout with a new "More" menu, and team cards now provide extra context for status chips.
