Releases
V 17.0 Release Notes (2025)
Release 17.0 Release date: January 2025 Release 17.0 includes enhancements to both the firm side of the software and to the client portal. Revamp of the notification system: The notification system now allows SMS messages to be sent to clients on ...
V 15.0 Release Notes (2023)
Release 15.0 Release date: May 2023 Release 15.0 includes enhancements to both the firm side of the software and to the client portal. Please see the videos below for more detailed information about the enhancements of each. Firm Side updates: File ...
V 14.0 Release Notes (2022)
Release 14.2 Release date: September 2022 Bug fixes Release 14.1 Release date: August 2022 User logins is now tracked in the system. You can see client last login on the client user accounts tab. Added workflow status tracker on the overdue tasks ...
V 13.0 Release Notes (2021)
Release 13.52 Release date: 2/27/2021 Resolved issue with multiple file download. This issue was occurring when trying to download multiple files at once where and the system errors out indicated that one of the file is now found. Release 13.5 ...
V 12.0 Release Notes (2020)
Release 12.5 Release date: 9/12/2020 Enhancements Provide the firm the ability to change, add, and delete high level project status Enhanced both public notes and internal notes to include formatting Enhanced notes display area and included user ...
V 11.0 Release Notes (2019)
Release 11.4 6/30/2019 Provided workflow functionality enhancement Added the ability to track staff cost and charge rates Enhanced payment and billing pages in the site administration Release 11.0 1/21/2019 Multi-Factor Enhancement: A firm can now ...
V 10.0 Release Notes (2018)
Release 10.6 11/13/2018 Overdue and upcoming Tasks are now sorted by date and displayed in reverse chronological order by default. The system now, allows user to sort the tasks by date and it automatically saves user’s last sort preference. Enhanced ...
V 9.0 Release Notes (2017)
Release 9.5 11/21/2017 Site Security Enhancements Release 9.1 3/20/2017 Fixed issues with calculations on the Corporate Dashboard Enhance client questionnaire interface Provide the option to display project admin tasks to clients User Interface ...