Client Portal AppJun 2, 2026
IntegrationsMay 30, 2026
Ability to sync Charities between TaxCalc & Engager
Read more Client InfoMay 30, 2026
New Log to show who has exported client data and when from the client list
Read more IntegrationsMay 30, 2026
Ability to decide which secondary contacts sync to Adfin
Read more FeatureMay 30, 2026
Add Notes to files for internal and/or client
Read more FeatureMay 30, 2026
Sales Pipeline Feature
Read more FeatureMay 30, 2026
Search Bar on Emails
Read more FeatureMay 30, 2026
Ability to duplicate services
Read more Client InfoMay 12, 2026
Toggle whether a Companies House Personal Code is actually required
Read moreMay 12, 2026