Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
No-Login File Upload Links for Clients
You can now generate a unique upload link for each client—no login required. Perfect for clients who struggle with portals or passwords. Files uploaded via the link go straight into a new "Link Uploads" folder for that client (not shared by default). Clients must provide their email before uploading, and any comments will be saved to file history. Copy the upload link from the files tab of the client. Users following the Client will receive Inbox notifications when files are uploaded via the link.
Links can be copied here and are unique to each client:
The contacts will see the below when using the link:
new
improved
Share Individual Files with Contacts
You can now share individual files directly with Contacts—no need to share the whole folder. If the parent folder isn’t shared, the file will appear in the Contact’s root. Like shared folders, files will display a note indicating they’ve been shared.
new
improved
Move Files to New Folders
You can now easily move files between folders within the same client. This update simplifies file organization while ensuring files stay securely within their designated client profiles. (Note: This option is available for Users only, not Contacts.)
You can now add custom fields to client profiles, storing and managing additional information such as tax numbers, industry types, or any other key details specific to your business needs. This makes customizing and organizing client data easier for better record-keeping and efficiency. See the
Custom Fields
tab in Settings
.new
improved
fixed
Latest Product Updates (11 March 2025)
New 🌟
- Client Requests Reminders– Reduce the need to follow up with clients manually; reminders can now automatically be sent for Client Requests.
- Xero Integration– Connect and import your Customers from Xero.
- Quickbooks Online Integration– Connect and import your Customers from QBO.
- Client Following Notifications– Users following a Client will now receive Inbox notifications when Contacts upload files to Shared Folders, with filenames included.
- Send Client Requests via Task Card– Quickly send all Client Requests directly from the Task Card.
- Audit Trail for Documents– Keep track of document changes with a full audit trail.
Improved ⬆️
- Task Index Filter Update– The "Include Subtasks" filter is now a select menu for "Type," allowing users to choose from Tasks, Subtasks, or Client Requests for better task management.
- Bulk Actions for Client Requests– Easily send Client Requests using the updated bulk actions on the Task Index.
- Task Templates Enhanced– Client Requests can now be added directly to Task Templates.
- Automatic Contact Addition– Contacts will now be automatically added to Client Requests, simplifying the process.
- Inbox Notification Updates– File upload notifications now include filenames for better clarity.
Fixed 🔧
- Search on Client Requests– Improved search functionality for easier navigation.
This has been resolved.
fixed
Emails not sending
This has been resolved.
Added menu items to copy links for internal and for the portal.
improved
fixed
File uploads fixed & improved
- Added display of percentage progress and filename of files being uploaded.
- Duplicate filenames were displayed while multiple files were uploaded.
- Improved functionality to upload larger files.
Functionality added for Two-Factor Authentication (2FA) for both Users and Contacts. This can be forced in the General Settings.
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