Invoice sequence gap alerts and staff DSC tracking
27 October 2026
This release adds automated alerts for missing invoice numbers in your billing series to help maintain compliance. We've also added the ability to track digital signatures for unlinked individuals and firm staff, alongside smarter task reopening and automated onboarding status tracking.
New
- Invoices: The app now automatically tracks your billing series and alerts you to any missing invoice numbers or gaps in your monthly sequence to ensure strict tax compliance.
- Dashboard home: You can now store and get expiration reminders for Digital Signature Certificates (DSCs) belonging to firm staff or individuals, without needing to link them to a specific client business.
- Services & packages: You can now organize your service offerings better by adding custom headings above benefit bullet points, which will seamlessly print on your client proposals.
Improved
- Tasks: Reopening a previously finished task now correctly clears its completion date so your performance and workflow reports remain accurate.
- Client onboarding: Onboarding flows now automatically switch from "Draft" to "In Progress" status the moment you or your client complete the first step.
- Leads: Any new client leads you capture using our Chrome extension are now automatically assigned to the specific staff member who saved them.
- Settings → Reminders: You can now temporarily pause and manually resume your automated firm-wide reminders directly from the reminder control panels.
- Settings → Invoicing: You can now manage your authorized invoice signers, adjust PDF printing options, and preview the exact next number for your main series in one consolidated view.
- Settings → Audit logs: Activity logs have been updated to read like natural sentences, making it much easier for firm owners to understand exactly who changed what in the system.
