Built for US firms — the IRS deadlines, sales tax and Form 1040 work in one place.

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Release notes

Changelog

A running record of everything we ship.

v3.42026-08-04
  • AI triage now links emails to open jobs automatically
  • Faster board rendering for 5,000+ tasks
  • New capacity heatmap
v3.32026-06-18
  • Bulk reassign across saved filters
  • Engagement letter templates with merge fields
  • Portal upload reminders
v3.22026-04-29
  • Inheritance tax and 1099 contractor calculators
  • Improved AML risk scoring
  • Dark-mode-safe email templates
v3.12026-02-10
  • Timer improvements and timesheet export
  • Client summary redesign
  • Secretary of State sync reliability

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