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March
2025-03-28
🚀 Home Care Worker Immigration Pilots
The newest forms for the Home Care Worker Immigration Pilots have been added.
2025-03-24
🚀 Invoice Reports
The Invoice report now separates taxable amounts, tax-exempt amounts (e.g., Government Fees), taxes, and net totals into individual columns for improved accounting clarity.
2025-03-03
🚀 Zoom Meeting Integration
Connect your Zoom account to our Calendars feature to have your online meetings automatically scheduled in Zoom. Meetings booked through your public calendar by clients will also be seamlessly scheduled in Zoom. Happy meetings!
February
2025-02-28
🚀 Service Agreement – Applying Discounts
You can now include discounts in your service agreements using the new discount placeholder variable.
2025-02-13
🚀 Trust Account Reconciliations
We have recently updated our reconciliation module to account for the varying opening and closing dates of different bank accounts. This update ensures the system observes the dates and amounts entered for the Closing and Opening balances in the Trust Account Reconciliation report. Please note that without these dates, the results may be inaccurate.
January
2025-01-25
🚀 Quicken File Format
Trust account reconciliation now includes support for the Quicken file format uploads.
2025-01-25
🚀 E-Signature Report
Keep track of all your e-signature requests with the new E-Signature report on the Reporting page.
2025-01-20
🚀 Settings menu revamp
The Settings menu has been redesigned for easier access to what matters most.
2025-01-15
🐞 Server Upgrades Completed
We recently implemented upgrades to address server latency. Our log review indicated the need to enable caching to reduce server workload and manage bandwidth constraints. The necessary changes have been made, and we will continue to monitor the situation.
2025-01-15
🐞 Planned Server Upgrades
We will perform a server update at 7 PM EST, resulting in a brief downtime of less than 10 minutes. This update is essential for optimizing server performance.
2025-01-15
🚀 Calendar Groups
You can now display all your calendars on your website, allowing clients to easily make their selection. Enable calendar fees and clients will be prompted for payment before confirming their booking, streamlining the process and saving you time. Feature is free in all plans.
2025-01-06
🚀 Customizable Case Numbers
Effortlessly personalize your Case Numbers with the new Case Number Formatter available in Settings.