/#0017
Approvals you can edit in place, intake that protects itself, and a design refresh
Approving should feel like finishing, not like starting over, so the approval card now takes edits directly and puts a named person behind every AI reply that goes out. Intake learned to protect you from the two mistakes that hurt most: the wrong document seeding a wrong request list, and a regeneration pulling the rug out from under a client mid-upload. Call notes stop being retyping work. And the app itself looks and feels steadier everywhere you touch it.
Fix it on the card, not in another tab
Approval cards take edits directly, and approvals carry a name.
- →Quote line items are editable inline on the approval card, so a small correction does not mean rejecting the quote and redrafting it.
- →Approved AI replies are attributed to the approving person by name, so a client-facing message always has a human who stands behind it.
Intake that catches mistakes before they cost you
The two costliest intake mistakes now get stopped at the door.
- →A non-tax document uploaded as a prior-year return is rejected with a clear message, instead of quietly producing a wrong request list.
- →A request list the client is already working from cannot be silently overwritten, so a regeneration never erases a chase in progress.
From raw call notes to a prospect, with you in the loop
Paste your notes, review the pre-fill, and nothing saves until you say so.
- →Paste raw call notes into prospect intake and the fields pre-fill for your review, so a twenty-minute call does not become ten minutes of retyping.
- →Nothing auto-saves: you confirm what is right and fix what is not before anything is written.
A calmer, more consistent app
A design refresh across the whole app.
- →Clearer focus states, so keyboard users always know where they are.
- →Consistent styling across pages, so the app reads as one product everywhere.
- →Skeleton loading in place of blank flashes, so a page that is working looks like it.
Fixes & improvements
- •Proposal boilerplate is now per-industry, drawn from your own template, so each industry's scope reads like it was written for that client.
- •The tax-prep export remembers your destination mapping between exports, so you map once, not every time.
- •When you reject a received document, your reason now travels with the notification to the client's portal, so the client knows what to fix, not just that something bounced.