Changelog

Client Portal Mobile App - Push Notifications

Ability to complete forms on the client portal mobile app

User login journal to see all successful and unsuccessful login attempts both in the Accountant Frontend and Portal.

Modernised the user list, grouped security-related features under a new dropdown, added the ability to export to a CSV file.

To create Saved 'views' on Clients (that you can switch between)

Dark Mode for Client Portal web page and app

To meet requirements from Apple and Google we are building the ability for the client portal app and client portal to have a Dark Mode

Sharable Proposal/LOE Links

The ability to generate a link for a proposal or LOE that can be shared in platforms such as Whatsapp, SMS, etc., not just via email

New placeholders for key proposal dates

Adding Placeholders for the last sent date of the proposal/LOE and a placeholder for the date the Proposal/LOE was generated to help add context to any follow-up emails sent

New status for LOE/Proposals

Current we have a draft sent, a new status, "finalised”, will be introduced to help filter and see the difference between working on and ready to send Proposals and LOE

Safe Gaurding Jobs From Complete in Error

Engager has always had the ability to check Companies House before allowing Confirmation statment jobs and annual accounts jobs to be completed, ensuring a job isn't completed in error. Using the TaxCalc Integration, we will also be able to check if CT600s and SA100s have also be