February 19, 2026

Real-Time Push Notifications in the Client Portal Mobile App

The Client Portal mobile app now supports push notifications, giving clients timely nudges for new messages, outstanding questions, and tax organizers.

Faster responses, faster closes:
Clients are instantly notified of new messages and organizer requests (if enabled), reducing the back-and-forth that slows down your work.
No notification fatigue:
Bulk questions and reminders are batched into a single alert, and clients can toggle notification types on or off directly in the app.
Simple setup:
Notification settings respect your existing reminder digest schedule and portal configuration, so the experience works the way you've already set it up.

To learn more, check out this article in our help center.

General Improvements

Users can now view and access e-signature requests from the client list, allowing for quicker status tracking.
E-signature requests can now be archived - allowing for saving a repository of prior requests while moving them out of open action items.
When bulk reassigning tasks to a new user, you can now choose between reassigning all open custom tasks and/or reassigning all closing tasks for a given client.
Admins can now self-serve and disable tax or close workflows when they are no longer relevant for a client.

Bug Fixes

Fixed a bug where a user encountered an error when connecting a client to Xero.
Fixed a bug where certain files loaded without displaying any information.
Fixed a bug where Mercury bank credit card accounts were not added alongside other bank feed accounts.
Fixed a bug where an uploaded receipt's date format changed from MM/DD/YYYY to DD/MM/YYYY.
Fixed a bug where bulk matching in Bank Feeds resulted in a 500 error.
Fixed a bug where a user was unable to download a signed document.
Fixed a bug where AI Journal Entries showed an erroneous “please balance your debits and credits” error.
Fixed a bug where the Accruals “Export to CSV” button did not function.
Fixed a bug where the 1099 report displayed an empty row in the table.
Fixed a bug where users with multi-download enabled could not export a Track1099 file.
Fixed a bug where publishing a management report resulted in an internal server error.
Fixed a bug where the default 2025 Double Tax Organizer template was missing from a firm's templates.
Fixed a bug where certain Close status options were missing.
Fixed a bug where email signatures were not appearing in sent emails.