Changelog
What's New
We ship updates every week. Here's what we've been building.
v44.0Major ReleaseApril 2025
- + AI Brain with 6 simultaneous providers (Gemini, GPT-4, Claude, Perplexity, Mistral, Cohere)
- + OCR document extraction for 20+ document types
- + Email draft AI assistant with full client context
- + Workpaper generation (audit checklists, engagement letters, planning memos)
- + Self-learning AI with BM25 retrieval and daily regulatory updates
v43.0Feature ReleaseMarch 2025
- + Payment gateway support: Stripe, Square, PayPal, CPACharge, ACH
- + Client onboarding portal with 5-step wizard
- + Advanced vault with TOTP live codes and password generator
- + Audit module: PBC tracker, trial balance, AJEs, findings
v42.0Feature ReleaseFebruary 2025
- + Tax organizer blast to all clients
- + Export to Drake, Lacerte, ProConnect, CCH Axcess, UltraTax
- + QuickBooks Online OAuth integration with bank feed sync
- + Multi-signer e-signature workflow with certificate of completion