May 2026 Release Notes

Welcome to our May 2026 release notes

Highlights this release: new top navigation, faster Tasks page, invoice email and payment improvements, and customizable portal home pages.

What's new

• New iOS mobile app with biometric authentication
• Practice section in the top navigation, with Tasks and Timesheets
• Sales Flows / Proposals moved to the top navigation; Clients and Prospects now have their own pages
• Contacts moved to the top navigation
• Tasks page is now faster on large lists and supports filtering by status, assignee, and client; tasks autosave as you edit
• File folders for tasks – attach and organize files inside any task
• Sent Signatures dashboard widget
• Two-column dashboard layout with clickable widget titles
• Customizable portal home pages per portal group
• Portal Statuses page redesigned (drag to reorder)
• TaxNav integration (Phase 1)

Improvements

• Invoices
  • Save & Send button so drafts aren't accidentally sent empty
  • Save invoice templates with rich formatting
  • "Add New Contact" button on the Client field
  • Tax column on invoice emails and the Paid receipt page
  • Pay invoices via Stripe or GoCardless directly from the email link
  • New Invoice Settings page and improved PDF layout
• Contacts
  • Mobile-friendly responsive tabs
  • Faster contact search with keyboard navigation
• Portals
  • "Request Workflow Completion" broadcast – ask multiple portal users to finish at once
  • Admins can reset or change the required workflow on portal invites
• Workflows
  • Left-hand navigation now shows in Portal, Portal Group, and Prospect contexts
• Signatures
  • Signer full names appear in document list columns
• Sign-in & Account
  • Change-email page modernized; errors now show on the right field

Fixes

• Portals: Forms list no longer times out for portals with many submissions; Close button works on the final page of completed broadcasts; prospect breadcrumb no longer shows the group name twice; column settings on the Prospects page are now saved
• Payments: real Stripe error messages instead of "Payment provider configuration error"; small invoices that can't be charged are blocked at send time; failed payments self-heal
• Tasks: opening a contact from the assignee popover no longer errors
• Notifications: company users now get notified when an AML/ID verification report is ready
• Forms: dates in form results now show correctly for users in time zones west of UTC
• Sign-in: 2FA "Invalid code" message clears so you can re-enter
• Settings: notification toggles no longer silently reset
• Files: read-access users no longer see the "Edit static template" option
• Mobile: bio-login "Use password instead" button works correctly

Enjoy!