One-click Workpapers, self-serve Billing, an onboarding discount that carries into the quote, and multi-mailbox lead monitoring
This release smooths the edges of running the firm and the business behind it. A workpaper is one click away instead of a manual assembly. Your subscription is yours to manage: see where you stand and change or cancel your plan through a secure, hosted billing portal, with no ticket and no wait. A discount offered during onboarding follows the client into the quote, so nothing has to be re-entered and the numbers agree. Lead monitoring watches every inbox a firm collects prospects through, not just one. And integrations stay honest: an unconnected service says it needs a key rather than implying a connection that is not there.
Workpapers in one click
The working paper generates itself instead of being assembled by hand.
- →Generate a workpaper in one click, so the supporting schedule is produced for you rather than built up manually.
- →The generated workpaper sits alongside the return it supports, keeping the support and the filing cleanly together.
Self-serve billing you control
See your subscription and manage or cancel it through a secure hosted portal.
- →See your current subscription status at a glance, so you always know exactly what plan you are on.
- →Change or cancel your plan yourself through the secure Stripe Customer Portal, so managing your subscription never means waiting on anyone.
- →Billing is handled in Stripe's hosted portal, so your payment details are managed by the provider rather than kept in the app.
An onboarding discount that carries into the quote
A discount offered at onboarding follows the client into the quote.
- →Apply a discount during onboarding and it carries straight into the quote, so the deal you offered is the deal that bills.
- →Nothing is re-entered between onboarding and the quote, so the discount you set and the number the client sees always agree.
Multi-mailbox lead monitoring, honest gating
Lead monitoring watches several inboxes, and integrations say plainly when they need a key.
- →Lead monitoring watches several mailboxes at once, so prospects that arrive through more than one inbox are all caught.
- →Every outside integration says plainly when it still needs a key rather than showing a false connected state, so you always know what is genuinely live and what is not.