January 8, 2026

General Improvements

Improved the usability and output of our AI reconciliation variance tool in Quickbooks Online.
Standard and manager users can now view and manage which teammates receive client portal notification digests.
Updated the Users & Roles table to support sorting alphabetically by name and role.
Added years to task due dates for dates not in the current year.
Unified the copy on file visibility to be consistent across the app. The action on all files will now read "Show to client" instead of "Make visible."

Bug Fixes

Fixed a bug where users continued receiving comment notification emails even after disabling comment emails.
Fixed an accessibility issue where dropdown cells in tables now open on the first click, reducing extra interactions and improving usability for screen reader and keyboard users.
Fixed a bug where manual journal entry lines were not mapped correctly in the P&L drilldown for Xero clients.
Fixed a bug where scanning receipt uploads caused duplicate files to appear in Transaction Files.
Fixed a bug preventing certain bank accounts from being connected in AI Bank Feeds.
Fixed a bug where intercompany transfers for Xero clients didn't record properly.
Fixed a bug where marking a transaction as reviewed took several seconds to complete.
Fixed a bug where organizer templates failed to duplicate slides correctly.
Fixed a bug where the Profit and Loss task did not pull data from QBO.
Fixed a bug where bulk applying organizer templates failed when applied to many clients.
Fixed a bug where previewing organizer template slides with conditional logic caused an error.
Fixed a bug where capacity planning columns were misaligned.
Fixed a bug where users encountered an error when signing in with Google SSO.
Fixed a bug where an error toast appeared after exiting the client portal questions quick view from the client list.
Fixed a bug where adding assignees to W-9 email requests scrolled users back to the top of the close page.
Fixed a bug where column formatting was incorrect in AI journal entry line items.
Fixed a bug where transaction questions created via the Chrome extension showed an incorrect “date asked.”