A workpaper tracker with Excel export, a firm-wide notices board, sharper deadlines, and a stronger client portal
This release tightens the parts of the work a firm lives in every day. The workpaper tracker brings the working schedule you usually keep in a spreadsheet into the platform, with a status column and a clean export back to Excel, and it is careful never to edit the return it supports. A firm-wide notices board gives every IRS and state notice, and its deadline, one place to be seen. Extension forms and statutory deadlines now line up with the return type instead of a single default. And the client portal keeps both sides better informed, from the moment a client uploads a file to the way a request list reads on their end.
A workpaper tracker that stays beside the return
The working schedule lives in the platform, with a status column and an Excel export, and never edits the return.
- →The workpaper tracker brings the working schedule into the platform as an in-app sheet, so the support for a return sits next to the return instead of in a separate file.
- →A status column tracks where each line stands, so a reviewer sees what is done and what is open at a glance.
- →Export the tracker to Excel in one step, so the working paper you hand off or archive is the format everyone already reads.
- →The tracker never edits the return itself, so the support and the filing stay cleanly separate.
A firm-wide notices board
Every notice and its deadline in one place, across the whole firm.
- →A firm-wide notices board rolls up every IRS and state notice across clients, so no notice is stranded on one person's client page.
- →Each notice carries its deadline on the board, so what is due, and when, is visible without opening each one.
Deadlines that match the form
Extensions and statutory dates now follow the return type.
- →An extension generates the correct form and the correct extended due date for the return type, so a trust extension and a personal extension no longer share one default.
- →Statutory engagement deadlines follow the return type as well, so the dates the platform tracks match the return you are actually filing.
A client portal that keeps both sides in the loop
A client upload reaches you immediately, and the request list reads clearly on the client's side.
- →When a client uploads a document, you are notified the moment it lands, so an upload never sits unseen waiting for someone to check.
- →Clicking 'I do not have this' on a request item opens a real message thread visible on both sides and pings the assigned partner and associate directly, so a missing document becomes a conversation, not a dead item.
- →The request list keeps the client clearly informed as items are received, re-requested, or resolved, so the client always knows what is still needed.
Fixes & improvements
- •Documents open and download reliably with a real title, so a client file never arrives as a blocked or unnamed download.
- •A prior-year return upload moves through clear states, analyzing, ready, and rejected, and can be re-uploaded after review instead of stalling.