Product updates
Everything we've shipped, newest first.
Approve Ed's drafts inside the conversation, Ask Max gets a proper home, and one sign-in for everyone
Ed's drafted replies now appear as a draft bubble inside the conversation itself, so you read, edit, and approve the reply exactly where the client will see it. Ask Max moved from a floating overlay to a docked panel that sits beside your work, so the page makes room instead of being covered. Sign-in is now one page for staff and clients, with a single toggle. And the client portal got a round of tightening: your firm's name everywhere it belongs, messages that keep the composer in reach, and a document list that reads like a list.
Read the update →A refreshed look across the whole app
The whole app got a visual overhaul. The same work you already do now sits in a calmer, more considered interface: a consistent type scale and spacing, steadier color and contrast, clearer states for what is loading, empty, or waiting on you, and motion that guides rather than distracts. Nothing about how the platform works changed. It just reads and feels like one finished product from the first screen to the last.
Read the update →Max, a genuinely agentic assistant: ask from anywhere, and it can act, with your approval
Max is now a real assistant you reach from anywhere with Cmd+J. It answers by actually looking things up, running a bounded, read-only loop over your firm's own data, and it can go further than answering: allowlisted bulk actions come back as a confirm card you approve before anything happens, and multi-step routines you run often can be saved as workflows. Because real clients come in households, Max is group-aware, so a question about a family or an owner and their entities is answered across all the related taxpayers, not one record at a time.
Read the update →Meet the team: every AI agent on one page, with live status
The background agents that do the quiet work now have a home. A dedicated Agents page introduces the full team, drafting, categorization, lead monitoring, accounts payable, and more, and shows each one's live status: what it is doing right now, what it recently finished, and what is waiting on you. Idle is shown as idle. An agent with nothing to do says so plainly instead of dressing up activity, so the page is a true picture of the work, not a busy-looking dashboard.
Read the update →A Return Review assistant that reads the return against its source documents
A new Return Review assistant reads a prepared return against the documents behind it and surfaces what does not line up: a figure on the return that disagrees with a source document, a state that looks missed given the income, and a notable change from the prior year. Every flag is cited to the document or line it came from, and nothing is auto-corrected. It is a second read that puts issues in front of a human, who decides what to do with each one.
Read the update →Communications: real unread counts, contained threads, and replies drafted for your approval
Client communication now lives in one place that tells the truth. Unread counts are real, so a badge means there is genuinely something new to read. Each conversation is a contained thread rather than a loose pile of messages, so the back-and-forth on one topic stays together. And a reply can be auto-drafted for you, but it never sends on its own: every drafted reply waits behind your approval, and the person who approves it stands behind it by name.
Read the update →First-class Entities, client Groups, a firm-wide Notices board, and an in-app Calendar
Four building blocks that make a real firm's structure legible. Entities are now first-class, so a business is its own record with its own engagements rather than an afterthought hung off a person. Related taxpayers group into Groups and households, so a family or an owner and their entities read as one picture. A firm-wide Notices board rolls up every notice and its deadline across clients. And an in-app firm Calendar puts the dates the firm actually works from in one shared place.
Read the update →One-click Workpapers, self-serve Billing, an onboarding discount that carries into the quote, and multi-mailbox lead monitoring
A handful of practical upgrades to the everyday operation of a firm. Generate a workpaper in one click. Manage your own subscription end to end, see your status and change or cancel your plan through the secure Stripe Customer Portal, without waiting on anyone. Apply a discount during onboarding and it carries straight into the quote, so the deal you offer is the deal that bills. Lead monitoring now watches several mailboxes at once. And every outside integration says plainly when it still needs a key, rather than pretending to be connected.
Read the update →Estimated-tax reminders that wait for your approval, and a preparer-independence check before a return files
Quarterly estimated-tax reminders are now drafted ahead of each due date and held in your approval queue, so a reminder reaches a client only after you approve it and never on its own. And when a return is approved for filing, the platform checks that the person on record as its preparer actually did the prep work, flagging a mismatch for a reviewer without ever blocking a legitimate filing.
Read the update →Delivering a finished return: partner approval, e-file authorization, and a client accept or reject loop
A finished return now moves through a complete delivery flow. A partner, never the preparer, approves it before it goes anywhere, the client receives the package and can accept it or ask for a change, e-file authorization is captured before anything transmits, and a rejected e-file is a tracked state you can correct and retransmit rather than a dead end. Review and approval controls are built into every step, so who prepared, who reviewed, and who approved is always on the record.
Read the update →Invoicing the way a firm bills: grouped by task, discounts and write-offs, and rate cards that know their dates
The invoice builder now groups work by task the way a firm actually bills, applies discounts and write-offs at the two moments they happen, and hands you a complete raw export of the detail behind an invoice for your own spreadsheet. Underneath it, rate cards are effective-dated, so a rate change applies from its date forward and never rewrites past work, and every engagement can carry its own rate and discount profile set at quote time.
Read the update →Capacity planning that respects the calendar, and reports that read from the live work
Capacity and utilization now account for the things a real calendar has: separate onshore and offshore holidays, PTO, a configurable workweek, and the month-end crunch that lands mid-week. And the report suite is native and drill-down, partner-only and aggregate by design, with a period selector and a click-through from a firm-wide number down to the client behind it.
Read the update →A workpaper tracker with Excel export, a firm-wide notices board, sharper deadlines, and a stronger client portal
A workpaper tracker brings the working schedule into the platform, with a status column and a one-step Excel export, and it never touches the return itself. A firm-wide notices board rolls up every notice and its deadline in one place. Extensions and statutory deadlines now match the form. And the client portal got tighter: a client upload pings you the moment it lands, and the request list keeps the client clearly in the loop.
Read the update →The tax pipeline, deepened: per-form templates, three-tier review, extensions, and e-file tracking
The tax pipeline now shapes itself to the form: each return type gets its own stage template with per-stage checklists that persist as you work. Every return passes a three-tier review, Senior, then Manager, then Partner, with each sign-off recorded. The moment a return hits filed, a draft invoice is created for you to review, and e-file status is tracked granularly from pending to accepted. Extensions file straight from the pipeline with a generated cover document, and the e-sign and e-file steps connect when the firm adds their provider keys.
Read the update →Notice and audit pipelines, quarterly estimated taxes, and client households
An IRS or state notice now has a home: Notice Response and Notice-Audit pipelines live right on the client page, with Power of Attorney generation built in. Quarterly estimated taxes run through their own eight-stage pipeline, so the between-filing cycles get the same guided rail as the return. And related taxpayers can be grouped into households on the client page, with team chat asking which engagement you mean when a client has several.
Read the update →Firm Health for partners, bills that arrive as first-pass cards, and time that drafts itself
Firm Health is a new partner-only dashboard for the whole firm: revenue, margin, utilization, pipeline, and AR and WIP aging in one view. Forwarded bill PDFs now land in Approvals as an editable first-pass card, vendor, amount, due date, and GL account already read, with the source PDF side by side. Max proposes time entries from your emails, transcripts, and calendar, with a Draft my time now button for on-demand capture. And the agents page now covers every background agent, with honest idle states.
Read the update →Approvals you can edit in place, intake that protects itself, and a design refresh
Quote line items are now editable inline on the approval card, so a small correction never means rejecting and redrafting, and approved AI replies are attributed to the approving person by name. Intake grew guardrails: a non-tax document uploaded as a prior-year return is rejected with a clear message, and a request list the client is already working from cannot be silently overwritten. Prospect intake can pre-fill its fields from pasted call notes, for your review, with nothing auto-saved. And the whole app got a design refresh: clearer focus states, consistent styling, and skeleton loading.
Read the update →Documents that open in place, and a request count you can trust
Uploaded PDFs now render inline in the app dependably, so you read a client's documents without leaving the page or downloading anything. And the document request loop stays honest end to end: declining a document re-requests it from the client with a clear notification, and the received count only counts what is actually in.
Read the update →Visible agent activity, a unified deadline calendar, smarter document requests, and AI categorization with human review
Firms can now see exactly what the assistant is doing in a live agents view. Client deadlines detected from email and added by hand both appear on a single in-app calendar. Clients see precisely what documents are needed, can flag anything they do not have, and are notified the moment a staff member re-requests an item. AI-suggested transaction categories go through a human review step before anything is applied.
Read the update →Re-engaging a client, a close that won't skip a step, and invoices that route themselves
Re-engaging a client for a new year now reuses their record and drafts a fresh request list from last year's return for you to approve, and a client you do both tax and bookkeeping for shows up under both filters. The month-end close blocks a stage until its prerequisites are met and tells you exactly what is missing, with first-class step-back and a partner override on the soft gates. Any document a client uploads is read and matched to the right request item, and a draft invoice is stamped for the right destination from the start, personal-tax to TaxDome and corporate or finance to QuickBooks.
Read the update →Onboarding you stay in control of: every request list is yours to approve
The document request list is now always a draft you review, edit, and approve before anything reaches the client. Prior-year returns read even when they are scans, and the flow never dead-ends. Tax-return prep lives in one guided pipeline, quotes are editable from the Quotes page and clear the approval queue the moment you approve, and the portal invite only goes out when you press send.
Read the update →The proposal, hardened, and billing at full PSA parity
The pre-engagement proposal now renders from your own editable template, so it reads the same every time and can never garble, it stays put when you click away, and you generate it once, review, and accept, which files it into the client's documents. Time and billing clears the bar of a best-in-class professional-services platform: WIP and AR aging, recording payments, write-ups and write-downs, project budgets with burn, a live start/stop timer, PTO balances, and expense receipts with a reimbursement workflow.
Read the update →Month-end close, guided client by client
The month-end close now runs as a guided rail on each client's own cadence, driven by a real ten-stage state machine. The bank-to-books AI bookkeeper sits right inside it, the open-items loop runs all the way to the client and back, and the period seals with a hard lock and an append-only audit trail. The QuickBooks-to-Bill.com AP tie-out is real where those keys are connected, and honest about it where they aren't.
Read the update →Tax returns, from engagement signed to year sealed
The tax-return flow now runs as an eight-stage pipeline across every signed tax engagement, from engagement signed to year sealed. Request lists and a Power of Attorney kick off the auto-chase, review comments route to the preparer and persist, delivery carries a plain-English balance or refund summary with per-signer signature tracking, and the year seals read-only behind a stage audit trail. External steps show honest connect-in-Settings blocks.
Read the update →Documents: a real client binder and an in-app viewer
The request list is now grouped into a real tax-return checklist, with the staff and client views matching exactly. Every client and engagement gets a navigable binder with a left index you can toggle between section and document type, an in-app sandboxed viewer for PDFs and images, and a secure read-only share link with optional expiry and password.
Read the update →Billing parity: approvals, cost, and invoices that hold
The billing system now matches how firms actually run it: manager-scoped time approval with a whole-week submit, a real cost-per-hour from compensation driving margin, a rate snapshot frozen at approval, the full report set (Project Details, Margin, Realization, Utilization, portfolio drill-down), draft-invoice-from-approved-time reserved so nothing double-bills, and real invoice line items routed to TaxDome or QuickBooks by engagement type.
Read the update →The bank-to-books bookkeeping engine, two-track onboarding, the time and invoicing engine, and AI-proposed time
The bookkeeping spine is now end to end (bank connect to categorized, reconciled books), onboarding splits cleanly into Tax and Finance/Accounting tracks, the billing page is a real workspace, and the OS can propose your time entries from your email.
Read the update →Follow-ups that escalate and know when to stop
The document-chase cadence now escalates from email to an SMS nudge where the firm's Twilio key is connected, and stops the moment a client engages. It tightens automatically inside 30 days of a filing deadline, can be overridden per client, and escalates to a partner as the final tier.
Read the update →The proposal step, before the engagement letter
A pre-engagement proposal now sits between an approved quote and the engagement letter. It's generated from the approved quote (Finance/Accounting splits one-time onboarding from the recurring monthly fee; tax is per-return), you preview and edit the scope and cover email, export to Excel or PDF, and send from the firm's own email identity. Approving a quote no longer emails anything, it only locks the fee, and Blend folds the proposal straight into the engagement letter for warm referrals.
Read the update →The billing suite, onboarding tracks, predictive pricing, and AI workpapers
A big release: the full time-to-invoice billing suite, Tax vs Finance/Accounting onboarding tracks, predictive fee estimates, AI workpapers, deadline detection, and a lot more, all on top of the Max and Ed agents and the always-on engine.
Read the update →