January 15, 2026

📎 Attachment Roll Forward for Closing Tasks

You can now automatically carry forward selected task attachments - like recurring Excel workbooks - into each new close, eliminating the need to re-upload the same files every month.

Choose which attachments should roll forward on a per-task basis (all files default to not rolling forward).
When a new close is created, files marked to roll forward are copied and attached to the corresponding tasks automatically—even when creating past closes, using the latest close as the source.

This feature is being rolled out to all practices over the next week. To learn more and to set this up for your closing tasks, check out our help article here.

General Improvements

Improved the usability of footnotes, making it easier and more intuitive to apply footnotes across multiple reports.
Added flexibility for close and closing task due dates, allowing you to select due dates outside of just the following month.
Added an EFile4Biz export option in the default and custom 1099s reports.
Enhanced the performance of the Prepare 1099s report to make certain actions quicker in the vendor table.
Released the new 2025 1040 organizer template with conditional logic and collapsible sections.
You can now start a timer from a task in the Task list.

Accruals & AI Transactions Updates

AI prompts are now available firm-wide and across all transaction types for easy reference and application.
Added preset visibility to the accrual task so you don't have to go to Accruals settings to view preset configuration details.
Added descriptions to the accrual schedule in addition to the accrual task.
Made improvements to the header of the Accruals table to make it easier to access actions and filters.

Bug Fixes

Fixed a bug where users were unable to change the status of comments.
Fixed a bug where interactive footnotes did not populate.
Fixed a bug where recurring questions were posted before their recurrence was scheduled.
Fixed a bug where the task list intermittently displayed a generic error state.
Fixed a bug where the Kanban view lacked a horizontal scrollbar, preventing users from scrolling.
Fixed a bug where exported Properties CSVs were missing Client Rate data.
Fixed a bug where checkboxes appeared disabled in management reports.
Fixed a bug where the Chrome extension failed to post questions to Double.
Fixed a bug where filtering custom 1099s for “Unknown” also included “No” values.
Fixed a bug where receipts failed to post due to an incorrect “Vendor not found” error.
Fixed a bug where the Ask Client / Ask Vendor column did not show icons or answers in Firefox.
Fixed a bug where archiving a client resulted in an error.
Fixed a bug where AI Bank Feed transactions showed no details when expanded in the review panel.
Fixed a bug where users saw an incorrect “We couldn’t send the following email” error.
Fixed a bug where transaction file questions were excluded from client communication exports.
Fixed a bug where bulk adding questions in AI Bank Feeds deselected items after saving.