Client Organizers, Free E-Signatures, and Invoice PDF Updates!

We recently released several new features and improvements:

Client Organizers are out of beta and available for all accounts! 🎉 A big thank you to everyone who helped us test.

If you missed our beta announcement, organizers help you collect the answers and documents you need for tax prep without chasing clients. Build a reusable template with conditional logic so clients only see what applies to them, add it to any project, and let do the follow-up for you. Ready to get started? Check out our help article!

Getting documents signed is now free and unlimited on every plan. 🙌

Add a signature request to any , place the signature fields on your PDF, and send it along with the rest of the task list. Your client signs right in their portal, and the task completes itself once everyone has signed.

Additionally, we also offer Knowledge-Based Authentication (KBA) as an optional paid add-on to verify a signer's identity before they sign (available for US-based contacts). For more information, read our help article here!

We redesigned the invoice PDF so your firm's address and your client's address show through a standard #10 double-window envelope.

Just print, fold in thirds, and drop it in your envelope. We also made the amount due, due date, and link the most prominent part of the invoice, so your clients know exactly what they owe and how to pay.