With spring wrapping up and summer just around the corner, now’s the perfect time to sharpen your workflows. This month’s updates are all about making your day-to-day easier – from faster document reviews to smarter navigation and better task management. These enhancements are built to help you stay focused, organized, and ready for what’s next.
See what’s new and start putting the latest improvements to work! 🌟
New Document Request Experience
This update gives you more visibility than ever. Track request statuses at a glance, collaborate with built-in chat and notes, and move seamlessly through reviews with one-click actions — all from a streamlined, intuitive dashboard. Learn More
Consolidated Navigation: A More Intuitive Experience
We’ve consolidated the navigation to make it easier for business users and accountants to find what they need, faster. This consolidated menu is more intuitive and provides a seamless experience across the entire platform. Learn More
Stay on Top of Client Work with New Task Management Workspace
Accounting teams now have a centralized place to create, assign, and track tasks for all clients. Quickly filter, search, and update tasks to streamline workflows, boost accountability, and keep operational work on schedule. Learn More
Simplified Navigation and Permissions with the Unified Header
Manage businesses and financial connections faster with this consolidated drop-down menu update. User permissions are also more streamlined – access is now controlled at the Management Group level, giving admins better oversight while reducing redundancy in global settings. Whether switching between entities or managing user roles, it’s easier to stay organized and focused. Learn More
Journal Entry Reversal
Undo a journal entry with just a few clicks to handle accruals, corrections, and other temporary adjustments. This feature helps you maintain cleaner ledgers, avoid manual cleanup later, and accelerate your month-end close. With clearer tracking and fewer manual steps. Learn More
✨ NEW INTEGRATIONS ✨
