Re-engaging a client, a close that won't skip a step, and invoices that route themselves
This release sharpens the everyday loops a firm lives in. Re-engaging a returning client is now a single move that reuses their record and portal and drafts the new year's request list from their prior return, still yours to approve before anything goes out. The month-end close stops being something you can accidentally rush: each stage stays put until its prerequisites are met, says plainly what is missing, and lets you step back when you need to. Documents a client sends land on the right request item on their own, and a draft invoice already knows where it is headed. Everything stays gated by your sign-off, and the AI runs on open models on hardware we operate, so your data never touches a third-party AI service.
Re-engage a returning client in one move
A new year reuses the client you already have and drafts the request list for you to approve.
- →Re-engaging a client pulls last year's return and drafts a fresh document request list as a draft you review, edit, and approve before it reaches the client.
- →Their record and portal carry over, so a returning client is never re-created as a duplicate.
- →A client you do both tax and bookkeeping for now shows up under both the Tax and the Finance/Accounting filters, so you can find them whichever way you sort your book.
A close that won't skip a step
Each stage holds until its prerequisites are met, and tells you what is missing.
- →A stage won't advance until its prerequisites are in place, and when it can't, it names exactly what is still needed instead of moving on quietly.
- →Step back to an earlier stage or reopen a close as a first-class action, so a wrong turn is easy to undo.
- →A partner can override the soft gates to keep a close moving, while the hard locks (a sealed period) stay locked.
Documents that find their place, invoices that know their destination
An uploaded file matches the right request item, and a draft invoice is routed from the start.
- →Any document a client uploads is read, matched to the right item on the request list, attached, and queued for your approval, with an honest filename-based match when the on-prem reader is busy.
- →A draft invoice is stamped for its destination as soon as you create it: personal-tax goes to TaxDome and corporate or finance work goes to QuickBooks, so a personal-tax invoice never offers a QuickBooks push it shouldn't.
- →Where QuickBooks isn't connected yet, the invoice says so plainly rather than implying a sync that can't happen.
Cleaner bookkeeping, hands-off ledgers
Categorization scales without stalling, and each client's books are ready without setup.
- →Re-categorize a large batch of transactions without the screen stalling or silently capping the list, and when neither your rules nor the model are sure, the item can be sent to the client to clear and re-categorized from their reply.
- →The reconciliation view shows readable transactions instead of raw IDs, and explains what is left to tie out.
- →Each client's ledger is set up automatically the first time you need it, so financial reports and accounts payable work without any manual provisioning.
Fixes & improvements
- •Logging time manually no longer leaves a phantom running timer; only the start button starts a timer, and stopping one twice is harmless.
- •Captured expenses now show up in work-in-progress alongside time, so unbilled expenses aren't missed.
- •Submitting time or leave notifies your assigned manager rather than blasting the whole firm, and leave rows show the leave type instead of a stray 'client unassigned' label.
- •When a client disconnects their bank, the CPA is notified, since unlinking a bank is a big deal.
- •Deleting a client now fully purges their transactions, documents, reconciliations, request items, and bank connections, leaving nothing behind.