AI proposals, OTP e-signatures, and seamless onboarding
31 October 2026
This release introduces a powerful new module for proposals and engagement letters, complete with AI generation, secure OTP e-signatures, and WhatsApp automation. We have also added a self-serve portal to make client onboarding effortless.
New
- Proposals: Create and send AI-powered proposals and engagement letters that clients can securely sign with an OTP.
- Client onboarding: Invite new clients to a self-serve portal where they can securely and independently complete their onboarding details.
- WhatsApp messages: Automate client communications for proposals and engagement letters using our new WhatsApp Business integration.
Improved
- Website: Updated the service pages for Tax and Company Secretary professionals to more clearly explain the benefits for their firms.