Lightning-Fast Client List 🚀
We dramatically improved Client List load times making it faster and more responsive —especially for firms with large client bases. Navigation is smoother, searches are quicker, and everything just feels snappier! ✨
Receipts + Vendor Improvements
- You can now view W9 and vendor requests directly within Receipts.
- Manual journal values now display correctly in Xero vendor drilldowns.
E-Signature Enhancements
- Added default templates for commonly used forms like the 8879 (Married/Unmarried).
- Users can now see which KBA method was used in completed documents.
Other Improvements
- Optimized Xero integration: fixed incorrect grouping in P&L, added Fiscal YTD support, and reduced unnecessary tab openings.
- Fixed various Client Portal issues: deep links, padding, archived client views, session handling, and file organization.
- Improved search, filters, and dropdowns in the Client List and Tax Return views.
- Made CP announcements expandable and improved SEO with updated meta tags.
- Improved question assignment, color picker behavior, and email template refresh UX.
- Cleaned up legacy code and raw SQL queries to boost stability and maintainability.
Bug Fixes
- Fixed errors in Drafts folder, transaction rules, email compare comments, and custom 1099 reports.
- Fixed account code issues in multi-currency, vendor exclusion inconsistencies, and missing timers CSV exports.
- Fixed frontend issues in metrics tab naming, file deep linking, and transaction file resolution.