✅ Multiuser Sign-Off
One of our most requested features has officially landed—and it’s a game changer!
Multiuser Sign-Off lets you assign multiple team members to review and sign off on key workflows, bringing clarity, accountability, and collaboration to a whole new level.
✨ Assign as many sign-off reviewers as you need
✨ Track everything with automatic timestamps and audit logs
✨ Revert sign-offs when something needs a second look
✨ Fully decoupled from task assignees for clear ownership separation
✨ Apply sign-offs at the template level
From close prep to final review, your team stays in sync—no more wondering who’s seen what.
Available now on all closing tasks—go try it out and let us know what you think!
Other Improvements
- Introduced a setting allowing firms to make username and password the default client portal login path instead of the magic link.
- Introduced a report setting allowing users to display blank spaces for empty values in report packages instead of dashes.
Bug Fixes
- Fixed a bug where the “new task assigned” notification email showed a blank table.
- Fixed a bug causing text in tasks to be light grey and hard to read when task lock is on for users.
- Fixed a bug preventing users from deleting vendors in Xero files.
- Fixed a bug where a standard user without client access was receiving client notifications.
- Fixed a bug where the tax return due date stayed red even after the tax project was marked as Filed.
- Fixed formatting issues in email signatures.
- Fixed a bug where contacts could submit an e-sign doc with only half of the required signatures.
- Fixed a bug where applying an Organizer draft triggered a misleading error message.
- Fixed a bug where files in default signature request templates failed to load in some cases.
- Fixed a bug where the overdue close special filter did not work on the client list.
- Fixed a bug where the non-closing bubble color was incorrect when the due date window was not set to default.
- Fixed a bug where the tax return section showed a disabled state while the setting was still loading on first load.
- Fixed a bug where sorting the Uploaded Files column did not work in ascending/descending order.
- Fixed misalignment in the Signature Requests modal between the “more options” and “download” buttons.
- Fixed a bug where the wrong currency symbols displayed in transaction questions for Canadian files.
- Fixed a bug where portal contacts had issues uploading files via the organizer.
- Fixed a bug where email templates were not linking correctly in some user reports.
- Fixed a bug where sales tax appeared in error and incorrectly showed USD instead of CAD.
- Fixed a bug in task templates where the selected number of quarters reset on page refresh.
- Fixed a bug where opening transaction splits unintentionally opened all line items.
- Fixed a bug where the trash feature returned a “failed to permanently delete files” error.
- Fixed a bug where the Intercom chat bubble did not appear on tax return pages.
- Fixed a bug where clients received a “Failed to Login” error when using the portal.
- Fixed a bug where attachment previews displayed behind the compare pop-up.
- Fixed a bug where the send button in personal inbox drafts remained greyed out.
- Fixed multiple bugs: Visual Metrics not populating and the Executive Summary appearing out of order.
- Fixed a data issue causing incorrect “Waiting on client” counts for transaction questions.
- Updated Chrome extension to allow client selection if one is not detected.
- Fixed a bug where stale object errors incorrectly indicated two users were editing the same record when only one was active.
- Fixed a bug where client uploads resulted in an error.
- Fixed a bug where the Product/Services search in Receipts did not respond to typed input.
- Fixed a bug where an incorrect error message appeared when updating deposits a second time.
- Fixed a bug that broke the QBO Tax Inconsistency Report.
- Fixed a bug where vendor file functionality did not work.
- Fixed a bug where currency showed as undefined on the first load of the Close page.
- Fixed a bug where moving a file to a vendor in Receipts did not advance to the next invoice.
- Fixed a bug preventing the February management report from publishing.
- Fixed a bug in the Uploads Inbox where removing a search and hitting ‘refresh’ did not return all results.
- Fixed a bug where open question reminders were triggered even when all transaction questions were marked as Resolved.