Trademark Tracking, GST Status & Smarter Wait Times
1 November 2026
We've added dedicated tracking for client trademarks, allowed firms to mark businesses as not registered for GST, and made the system much smarter about separating genuinely overdue tasks from those waiting on clients.
New
- Clients → Overview: Firms can now explicitly mark a client as "Not registered for GST", hiding irrelevant warnings and letting the app know not to expect a GSTIN.
- Clients: Added a dedicated Trademarks section to client profiles that tracks mark counts, logs hearing notices, and lets you search your client list directly by trademark application number.
- Proposals: You can now group services under custom headings in proposals, as well as add specific "Documents needed" and "Turnaround time" details for each individual line item.
Improved
- Proposals → Overview: Proposal overviews now display a clearer breakdown of the total payable amount, separating professional fees, government fees, and GST.
- Tasks: Tasks delayed because you are waiting on the client are now separated from genuinely overdue tasks across your dashboards, reports, and priority queues, keeping your late-work metrics accurate.
- Tasks: When completing statutory tasks (like GST, Company, LLP, or Trademark filings), the system now automatically prompts you to fill in missing registration numbers if they aren't saved to the client yet.
- Settings: The app now remembers whether you prefer the Board or List layout for Leads, Tasks, and Proposals, automatically loading your favorite view during future sessions.
- Chrome extension: The extension now automatically falls back to reading the visual image captcha if the GST portal blocks or refuses the audio captcha during taxpayer searches.
