Smarter client searches, MCA syncing, and cleaner pipelines
27 October 2026
This update makes managing client tax information easier with robust PAN and GSTIN search capabilities, plus automated MCA data fetching. We've also ensured active tasks update automatically when clients are renamed, and completely hidden archived proposals so your active pipeline stays accurate.
New
- Clients: You can now search for clients using their PAN, CIN, or GSTIN, and optionally log a secondary state's GSTIN when creating a profile.
- Clients → MCA Sync: Added an automatic check that detects if a company is registered with the MCA and seamlessly fetches missing company details.
- Chrome extension: The extension now automatically reads and extracts the notice type and financial year directly from the text of uploaded notices.
Improved
- Tasks: When you rename a client or lead, all of their active task titles now automatically update across the system to show the new name.
- Proposals: Archived proposals are now completely hidden from the active list and no longer incorrectly inflate your active pipeline counts.
- Team: The system now calculates total open work hours for team members based on estimated task durations, giving you a better view of workload.
- Dashboard home: Standardized date formats (like '5 Oct 2023') across the entire app for easier scanning, and added clear 'Due/overdue' labels to dashboard tracking tiles.
- Settings: Reorganized the layout into distinct Practice and Client sections so configuration options are easier to find.
Fixed
- Clients → Add business: The system now properly warns you with an error message if you try to add a new business using an already existing CIN.
- Email inbox: The inbox counter now accurately reflects your unread messages by correctly ignoring copies of emails you sent yourself.
