2025 Release Notes
- 11/12/2025 - Bulk Client Edit (Release Notes)
- 06/01/2025 - Client Search bar result
- 07/01/2025 - Recurring Tasks for Multiple Clients
- 07/01/2025 - Bulk CC and BCC for Emails
- 07/01/2025 - Email Received Modal on the Task List page
- 03/02/2025 - Link Existing Task to an Email
- 03/02/2025 - Bulk Download - Client Portal
- 03/03/2025 - Task List Improvement (V1 Beta)
- 24/03/2025 - Progress Notes & Task Breakdown (V1 Beta)
- 27/03/2025 - Overview page- Task Related Widgets - Click Through
- 27/03/2025 - Invoice Audit logs
- 28/03/2025 - BrightBooks Invoice integration
- 06/05/2025 - Xero Improvements
- 06/05/2025 - Custom Services
- 08/05/2025 - Column Filters
- 13/05/2025 - Insights Module (Beta Release)
- 12/06/2025 - Task List Side Panel Enhancements
- 18/06/2025 - Chargeable vs Non-Chargeable by Staff
- 30/06/2025 - Insights Landing Page
- 07/07/2025 - WIP Allocation
- 15/07/2025 - Time Logging UX Improvements
- 08/08/2025 - Companies House Personal Code
- 12/08/2025 - Task List Enhancements
- 12/08/2025 - Working Hours and Targets
- 12/08/2025 - Productivity by Staff
- 12/08/2025 - Aged WIP by Staff
- 10/10/2025 - (Initial) Insights Visuals
- 17/11/2025 - CS01 Fillings Deprecation
- 18/11/2025 - MTD ITSA services for UK Self-Assessment Clients