February 2021
-
Secure e-Signature Request (ability to add e-Signature to PDF documents for signing).
October 2020
- Manage Firms - Ability to add your own logo
- My Vault - Added 'Copy To' and 'Move To' functionality to file. Click the ... icon on file to view these options.
- Virtual Filing Cabinet - Added 'Copy To' and 'Move To' functionality to file. Click the ... icon on file to view these options.
August 2019
-
Secure File Upload (ability to add your secure file upload link to email signature and/or website).
January 2019
- My Vault
- File Explorer renamed as 'Virtual Filing Cabinet'
December 2018
- Secure Document Request
September 2018
- Ability to be notified by email when clients upload documents
- Ability to export tables to pdf, excel, and copy to clipboard
- Column customization (view/hide columns based off what the client wants to see)
- Accountant can overwrite files - client can overwrite if the accountant unchecks it as not done
- New and improved look for both desktop and mobile
- Updated responsive design and compact design option (compact design is default)
- Bug and performance fixes
June 2018
- Secure file sharing - send secure encrypted file link to third-party via email to download file
- Filter tasks/operating procedures by timeframe
- Mass file upload
- Ability to view files in column view (currently grid view option only)
