Client follow-ups, notice assignments, and better mobile views
28 October 2026
We've added quick follow-up actions for clients, updated notice statuses to match e-proceedings, and made it easier to spot open work from previous years. Plus, major screens like client lists and onboarding look much better on your phone.
New
- Clients: You can now log and schedule follow-ups directly from the business table, starting right from the reason the client originally visited.
- Notices: You can quickly reassign an income tax notice to another team member using a new popup menu.
Improved
- Notices: Notice statuses now use official e-proceedings terminology, complete with helpful tooltips and automatic syncing via the Chrome extension.
- Tasks: The year picker now alerts you to open work from previous or future years, ensuring pending tasks don't get hidden when viewing the current year.
- Clients: Redesigned the client list, notices, and onboarding tables to be much easier to read and tap when using a mobile phone.
- Dashboard home: The global search bar has moved from the side menu to the top header so it is always within reach.
Fixed
- Tasks: Task detail panels now strictly enforce client access permissions so sensitive data is only visible to authorized staff.
- Clients: New client records are now automatically assigned a default owner so they are never left unmanaged.
- Billing & plan: Corrected layout issues and broken labels on the subscription and plan summary screens.
