AI File Validator, Updates to Sending Client Tasks, and More!

We released several new features and updates this past week:

Your clients can now catch their own document mistakes before those files ever reach you.

The AI File Validator checks every file uploaded to against the request itself, the project's accounting period, and client details. If something looks off, like last year's W-2 or a statement from the wrong bank, the client sees clear feedback in the portal and can quickly replace the file.

We only flag a file when we're highly confident, so your clients won't get second-guessed by mistake. As always, you can manage the feature by going to .

Setting up and managing client task notifications now happens in one place, with a live preview of exactly what your client will receive.

The revamped drawer brings recipients, timing, auto-reminder cadence, and your email template together on one screen. Additionally, you can now send clients a text message to notify and remind them of their tasks.

This makes it easier to see exactly what you're sending clients and simplifies the notification setup experience.

We've updated to make it easier to navigate through more complex folder structures.

With this new view, you can see your whole folder hierarchy and jump between folders without losing your place. Each folder shows its item count, and you can drag the divider to widen the tree when your folder names run long. You'll find the new view on both the client and project pages.

Now, you can redirect where your clients land after they sign a proposal.

If you add a redirect URL in the section of your proposal, clients who finish signing will go straight to the page you choose (instead of the default completion screen).

This gives your firm the option to send clients to your own welcome page, an onboarding form, or a scheduling link, letting you better customize the flow whenever a client signs a proposal.