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CountingWorks PRO 3.0

General

3.0 New Features and Bug Fixes

As we continue to refine and enhance our system, your feedback is invaluable. Keep an eye out for updates as we work diligently to provide a seamless and efficient experience for our users.

3.0 New Features, Enhancements and Bug Fixes 5/16/2024

1. AI Co-Pilot Updates: Speed and UX/UI Enhancements

Exciting news! We've turbocharged the speed of AI Co-Pilot to ensure you get lightning-fast responses. No more waiting around – our new speedy replies are here to deliver instant analysis of your requests. But that's not all – we've also given Co-Pilot a makeover with UX/UI updates for a cleaner, more modern look. Plus, we've introduced new AI templates to enhance your experience even further.

2. New Feature: Send Review Requests from Client Hub

As a Pro, you'll now have the ability to seamlessly send review requests directly from the ClientHub's client details page. By navigating to the ClientHub → Client Details page and clicking on "More," a modal will open, enabling the Pro to select from a range of review request templates previously crafted within the Reviews Module. With a dropdown showcasing all available reviews and a convenient send button, soliciting client feedback has never been easier. Upon receipt, the client can promptly respond to the request. Additionally, comprehensive logs will be saved, visible in both the ClientHub → Activity Feed tab and the ClientHub > Client Activity > Details > Marketing section, ensuring transparency and accountability.

3. Shared Accounts Search Filter Integration in ClientHub

We have Implemented a feature to add a shared account filter in the search functionality of ClientHub. Users can now easily search for shared accounts using the search filter within ClientHub.

4. Introducing New Feature: Create Invoices Directly from ClientHub > Client Account

We're thrilled to announce a new feature in ClientHub Payments: the ability to create invoices directly from the Client's Account in the Payments menu. This feature simplifies the invoicing process with a "Create Invoice" button for quick initiation. Users can select from predefined services and utilize editable tracking time fields for precise billing.

5. Enable Single Sign-On (SSO) Authentication with Google and Microsoft

We're excited to introduce a new feature that allows Single Sign-On (SSO) Authentication with Google and Microsoft. With this enhancement, users can now seamlessly access our platform using their Google or Microsoft credentials, streamlining the authentication process and enhancing security.

6. Announcing Support for Apple Photo HEIC Format

We're pleased to inform you that we've added support for the HEIC format in client uploads. This enhancement allows clients to easily upload documents to ClientHub using the Apple Photo HEIC format, ensuring seamless document management and improved user experience.

3.0 New Features, Enhancements and Bug Fixes 5/2/2024

1. ClientHub Workflow: Filter by Active and Completed on Jobs Page Enhancement

This enhancement introduces a dropdown filter with options for Active, Done, and All, streamlining job management by providing clear visibility into active and completed tasks

2. New! Automated Birthday Greeting Client Campaigns

We're thrilled to unveil our latest feature for Birthday Client Campaigns, enabling you to effortlessly send personalized birthday greetings to your clients. To set up, simply head to Campaigns, select the Birthday greeting template, and toggle the Birthday campaign on when you're ready to save. Once activated, the system will automatically dispatch birthday greetings according to the client's birth date stored in the ClientHub > Client Details page. Scheduled to send on their birthday, these messages enhance client engagement while ensuring seamless campaign management. Greetings will continue to be dispatched annually, unless manually deactivated, the client is archived/deleted, or the birth date field is removed. This feature empowers you to cultivate meaningful client relationships while optimizing your marketing efforts.

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3. ClientHub Workflow: Tracking History in Workflow Pipelines

Now, users can easily monitor the progression of tasks within a pipeline with a simple click on the "History" button located conveniently before the "New Job" option. This feature unveils a modal window showcasing a comprehensive history of events, including both manual moves—detailing the user and timestamp—and automatic movements, each time stamped accordingly. To streamline navigation and enhance clarity, the history entries are neatly organized in an expandable accordion format, allowing users to expand or collapse details as needed. With this addition, users gain valuable insights into workflow dynamics, fostering improved collaboration and decision-making.

4. ClientHub Payments: Allow Users to Archive Completed or Canceled Invoices

This feature enhancement enables users to effortlessly archive canceled or completed invoices, thereby enhancing workflow organization. Users have the convenience of filtering to include archived or canceled invoices, while ensuring they are not displayed by default, maintaining a clutter-free interface. This enhancement empowers users with enhanced control over their invoicing process, facilitating efficient management of completed or canceled transactions.

5. Client Hub > Workflow Bulk Archive Jobs.

Introducing a new functionality In ClientHub > Workflow, users can now easily bulk archive jobs, streamlining workflow management. This feature addresses user requests by providing the ability to flag and bulk rate jobs directly from the Jobs list. Additionally, users can now filter and search within the archived jobs list, enhancing accessibility and organization. This enhancement offers users greater flexibility and efficiency in managing their workflow within the ClientHub environment.

6. ClientHub Workflow and Payments - Added the Ability to Expand the Result per Page

In response to user demand for enhanced viewing options, we've introduced the ability to expand the number of records displayed per page in various sections of ClientHub Workflow and Payments. Now, users can conveniently select their preferred number of records to view, ensuring a tailored and efficient browsing experience. This feature has been implemented across multiple sections, including Workflow for Jobs and Requests, Payments for Invoices and Paid Services, and Forms for Overview and E-sign.

7. ClientHub Workflow Introduces To-Do List Interface Enhancement

In order to maintain alignment consistency and enhance functionality, we have introduced a three-dot button to consolidate existing options within the To-Dos list. This new grouping feature integrates all current buttons, including details, edit, duplicate, and delete, into a single, easily accessible menu.

8. Communication: Newsletters - Introducing Draft Saving

Pro's can now save custom newsletters as drafts with the introduction of a "save as draft" button. This feature allows users to securely store newsletters for later review and testing before sending.

9. ClientHub Chat and Document AI Summarization

Users can now effortlessly summarize and inquire about documents within ClientHub's chat and document pages. Upon clicking a document, a modal window promptly displays its summarization. This functionality is available for PDF, PNG, JPG, and JPEG file types. To streamline user experience, reopening the same document will display the previously accessed summarization, ensuring efficiency. This enhancement enables seamless document interaction and inquiry, empowering users to glean insights with ease.

10. ClientHub Chat - Document Preview Enhancement

Users can now seamlessly preview documents directly within the chat interface, eliminating the need for downloading to view. The download icon has been replaced with an interactive file block, allowing users to click and open a modal for previewing and downloading the document. With this enhancement, users can conveniently preview files before deciding to download, enhancing the overall user experience within ClientHub Chat.

11. ClientHub Deleting Documents and Folders - Warning Confirmation

In ClientHub, users have the ability to delete documents and folders at any time. However, it's crucial to exercise caution when doing so, as deleted files and folders are permanently removed and cannot be restored. To prevent accidental deletion, a confirmation button was added to ensure users are aware of the irreversible action they are about to take.

3.0 New Features, Enhancements and Bug Fixes 4/19/2024

1. PDF Upload on AI Co-Pilot Chat Enhancement

We're thrilled to introduce a significant enhancement to our AI Co-Pilot Chat feature. Users can now securely upload PDF documents directly within the chat interface. Co-Pilot analyzes the PDF content to provide a concise summary and valuable recommendations, streamlining workflow and enhancing productivity.

2. New Feature: Create Invoices Directly from Payments Page

We're excited to announce a new feature in ClientHub Payments: the ability to create invoices directly from the Payments Page. This feature simplifies the invoicing process with a "Create Invoice" button for quick initiation. Users can select from predefined services and utilize editable tracking time fields for precise billing. Additionally, they can review and edit invoice details before finalizing, accelerating the payment process.

3. Create Invoices from Time Tracking Enhancement

This feature, accessible in ClientHub under Payments > Time Tracking, allows users to opt for Service Tracking, offering predefined services, or switch to Free Tracking for one-time tracking, enhancing flexibility in billing. Moreover, editable tracking time fields ensure precise billing by allowing users to capture billable hours and expenses associated with the services rendered. After creating the invoice, users can review and edit the details before finalizing, ensuring accuracy and completeness. Additionally, sending the invoice directly from ClientHub accelerates the payment process, further enhancing the overall efficiency of client transactions.

4. Payment Reminders for Pending Payments Enhancement

Introducing an exciting enhancement to our ClientHub Payments feature: the addition of payment reminders for pending payments. This new functionality simplifies the payment process by automatically reminding users to follow up on outstanding payments, ensuring smoother transactions and improved payment management.

5. Bug Fix: e-Sign Signature Position Field

CW3-3602 addresses an issue where the signature field was not remaining in its initial position after being sent and signed by the user. Users reported that the field was shifting position, causing confusion and potential errors. This bug fix ensures that the signature field maintains its position both during signing and afterward, enhancing user experience and accuracy in document handling.

6. Bug Fix: AI Co-Pilot was returning unformatted text

CW3-3697 The formatting issue with the AI Co-Pilot's output has been resolved.

3.0 New Features, Enhancements and Bug Fixes 4/10/2024

1. Enhanced Pipeline Automations: Introducing Campaign Integration

CW3-3571 introduces the capability to integrate Campaigns into Pipeline Automations, enhancing user engagement and marketing strategies. Users can now select a Campaign to be integrated into a Pipeline Automation, with a new "Add Campaign" option in the automation dropdown menu. This option displays only active campaigns, ensuring users choose from relevant options. If a campaign has expired and the automation is triggered, the user will not be added to the campaign, and the job will be marked as completed.

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3.0 New Features, Enhancements and Bug Fixes 4/4/2024

1. ClientHub Shared Account E-Sign Enhancement:

CW3-3570 introduces a significant enhancement, enabling the sending of e-sign requests to shared accounts. This update allows users to send e-sign documents for signature to two individuals who share the same email address. Upon initiation of the e-sign request, two separate emails are dispatched: one to the main account holder and another to the shared account holder(s). Each email contains a link for accessing and signing the document.

The e-Sign document can be mapped with the distinct client and collaborator (shared account) signature fields for both parties, enabling users to fill and sign their respective fields. Moreover, the audit trail associated with the document displays the shared account, ensuring transparency and accountability throughout the signing process.

Primary accounts have the flexibility to sign the document either via email or through the ClientHub Client View interface. On the other hand, shared accounts are limited to signing documents exclusively via email. Additionally, reminders can be sent to prompt individuals who have not yet signed the document.

To create the shared account, simply navigate to the Client's Profile under Users and select the Shared Account option to designate it as a shared email address.

2. Bell Notification Improvements

CW3-3542 Implemented an infinite scroll strategy for rendering Bell Notifications, for improved performance and user experience.

3. Pipeline Card Movement Confirmation Modal

CW3-3568 Implemented a feature to display a confirmation warning modal when moving Pipeline Cards with attached Automations on the Pipelines. This modal prompts users to confirm their action before relocating cards to columns with pending automations, ensuring deliberate actions. Notably, this feature does not impact pending automations currently in action.

4. Improved Transition from Lead to Client: Message Integration in Client Chat

CW3-3613 When a Lead is converted to a Client, both messages sent by the Lead and the PRO will now be imported into the ClientHub Client's chat. This ensures that important message information can be accessed and referred back to as needed.

5. Collaborator Search Filter Integration in ClientHub

CW3-3597 Implemented a feature to add a collaborator filter in the search functionality of ClientHub. Users can now easily search for collaborators using the search filter within ClientHub. Please note that shared accounts are not currently listed and will be added in a future update.

6. Website Proposal Bug Fix:

CW3-3231 Email Sending Issue Resolved. Fixed a bug where selecting a proposal on the website and clicking "Send" required the user's email but failed to send the proposal to an existing client.

7. Website Direct Payments Issue Resolution

CW3-3611 Resolved an Issue with Website Direct Payments, Addressed an issue where Direct Payments on the website were not populating with the corresponding service and price. Now, the payment page accurately displays the service along with its associated cost.

8. ClientHub Client View Intake Form Counter Enhancement

CW3-3578 Intake Forms Counter. In the ClientHub Client View, a pending intake forms counter is now displayed on the sidebar navigation. This feature aids clients in visually identifying open items that require attention.

9. ClientHub Workflow: Jobs Enhancement

CW3-3591 Users now have the ability to directly access a job's pipeline page by clicking on the job name. When navigating from the Workflow → Jobs page, clicking on a client's job will redirect users to the corresponding job details, streamlining the workflow process.

3.0 New Features, Enhancements and Bug Fixes 3/28/2024

1. Contact Form Enhancement:

CW3-3510 Contact Form Message Display: Contact form submissions are now routed to the appropriate section in 3.0 based on email matching. If the sender's email matches a client, the message will appear in the Client's ClientHub Chat. If it's a lead, they will be added to the Leads section in 3.0. Responses from Tax Pros will also be displayed in the Lead activity feed, providing a comprehensive overview of interactions. Additionally, users will receive email or text notifications indicating whether the submission is from a lead or a client.

2. Text Size Bug Fix:

CW3-3600 Resolved an issue with text size randomly shrinking in the Rich Text Editor on the 3.0 portal. Previously, any text highlighted and formatted using the toolbar tools would suddenly decrease in point size. Additionally, copying text already in a list format from the original source would result in small text once pasted into the editor. These issues have been addressed and fixed.

New fixes and updates as of 3/21/2024

1. ClientHub: Tagging Feature Implementation:

CW3-3445 Introducing a new feature: Tagging within Chat. Admins, Managers, Staff, Clients, and Collaborators can now tag specific users, ensuring they are notified when mentioned. This feature streamlines communication, particularly in group chats, by directing messages to the intended recipient and prompting them to respond if needed. Clients will receive email notifications, while Admins, Managers, and Staff will be notified via Email or Bell notification.

Additionally, tagging is now available within the Client's > Account Details > Notes section for Admins, Managers, and Staff. Tagged members receive notifications, enhancing collaboration and communication within client-specific contexts. Please note that Clients and Collaborators cannot be tagged in Notes.

2. To-Do Reminders Enhancement

CW3-3451 ClientHub To-Do Reminders: Tax Pros can now manually send To-Do reminder notifications to clients when tasks are pending. This feature is accessible in ClientHub under Client > Workflow > To Dos. Empowering Tax Pros with this capability enhances client communication and ensures timely completion of tasks.

3. Automated Newsletter Article Sorting

CW3-3459 Article Sorting Feature: Users now have the ability to rearrange the order of articles on the Automated Newsletters page based on their preferences. This enhancement allows for greater customization and flexibility when editing newsletters.

4. Upcoming Tasks Details Enhancement

CW3-3461 Dashboard Upcoming Tasks Enhancement: Users can now conveniently view the details of related Jobs or To-Dos (tasks) directly from the Dashboard. This enhancement includes:
- Clicking on a Job opens the Job details window.
- Clicking on a To-Do opens the To-Do details window.
- Clicking on an Appointment redirects to the Calendar page.

5. Dashboard Task List Enhancement

CW3-3500 Dashboard Task List Update: The Pending Tasks component in the Dashboard has been enhanced to include the client name in task descriptions. This improvement provides clearer context and facilitates easier task management. Additionally, Appointments now include the date and time information for better scheduling visibility.

6. ClientHub Document Download Enhancement

CW3-3519 ClientHub Tax Pro View Enhancement: Tax Pros now have the capability to download multiple documents efficiently in the ClientHub. When viewing documents in the ClientHub > Documents section, Tax Pros can expand the list of results within a folder or on documents to display more than 8 documents at a time. Additionally, they can select multiple documents and download them into a single zip file. This enhancement streamlines document management processes and improves workflow efficiency for Tax Pros.

7. Workspace Invitation Email Adjustment

CW3-3523 Workspace Invitation Streamlining: We have streamlined the Workspace Invitation process for Admins, Managers, and Staff members. Now, when users receive a Workspace Invitation email and click the "Accept Invitation" button, they are redirected to a page that checks their account and invitation token. If the user already has an account, the invitation token is processed immediately. This adjustment streamlines the invitation process, ensuring a smooth experience for users joining workspaces.

8. File Viewing Issue Resolution

CW3-3529 File Viewing Bug Fix: We have addressed an issue where clients uploading multiple files with different extensions through chat resulted in only PDFs being listed in the documents section. Although .docx files were visible in the chat, they did not transition into the documents section. Tax Pros can now seamlessly view all uploaded documents through the Chat in the Documents section.

9. Intake Form Resend Option

CW3-3551 Intake Form Resend Feature Addition: Tax Pros now have the convenient option to re-send the intake form directly from the Forms Overview page. This functionality allows Tax Pros to easily notify clients again if they haven't signed the form or if a reminder is necessary. The "re-send" button can be found via the three dots menu on the Forms Overview page.

10. Intake Form Notification Upgrade

CW3-3552 Notification Enhancement: Users now receive email and bell notifications upon intake form submission. The notifications contain direct links to respective intake forms for immediate review. This upgrade ensures swift acknowledgment and efficient handling of client submissions.

11. Dashboard Task Filtering Enhancement

CW3-3553 Refine Pending Tasks Filter on Dashboard: Tax Pros can now filter items on the Pending Tasks section on the dashboard based on its type: To-dos, Jobs, and Appointments.

12. ClientHub Client View: Intake Forms

CW3-3556 ClientHub Client View: Intake Forms Improvement: Now, clients have the convenience of directly completing intake forms within their ClientHub accounts, streamlining the process and improving user experience.

13. Daily Summary of Messages Enhancement:

CW3-3559 Daily Summary of Messages Document Link Integration - Added functionality to link documents mentioned in the daily summary of messages directly to the client's document section. This allows Tax Pros to easily access the corresponding documents

14. Ai Co-Pilot Copy Issue

CW3-3575 Fix <br> Code Retention and Realign Copy Function: Resolved an issue in Ai-CoPilot where clicking the copy button inadvertently included HTML tags in the copied text. This fix ensures that copied text is free from HTML tags, preventing formatting issues when pasting elsewhere.

15. Payments Notification Enhancement

CW3-3577 Improved Payment Notification: Enhanced the user experience (UX/UI) and updated the text for the payment notification sent to the Pro, improving clarity and usability.

16. Notification Enhancement For Tax Pros

CW3-3407 Add-On Service Notifications: Previously, notifications were only sent to the Tax Pro when a primary subscription was purchased. Notifications were not sent to the Tax Pro for additional add-on services. This update addresses this limitation by ensuring notifications are now sent for add-on services, such as Adding Contacts or Additional eSign packages. Please note that text changes have been requested for the next update.

17. Sorting Issue When Flagging Multiple Documents Across Pages Resolved

CW3-3526 Sorting Issue Resolved: Users reported sorting complications when flagging multiple documents spanning multiple pages. For instance, downloading 8 documents from page 1 and 2 from page 2 resulted in erratic sorting. This issue has been fixed. Tax Pros can now navigate to the Client Account > Documents > and select files from one page without them being rendered on the next page.

18. ClientHub Password Reset:

CW3-3489 ClientHub Password Reset: Tax Pros can now manually set a password for a Client by accessing the Client Account Details Page and clicking on the + More button. Please note that upon setting the new password, the system will automatically send a notification to the client, prompting them to contact the Tax Pro for their updated password.

New fixes and updates as of 3/15/2024

1. Facebook Connection Issue Resolved

CW3-3550 Facebook Connection Fix: An issue preventing new users from connecting to Facebook has been successfully resolved. Previously, Tax Pros encountered difficulties connecting their Facebook business page to CountingWorks PRO due to recent permissions added to the Facebook application. This resolution stemmed from an update initiated by adjusting permissions within the Facebook application, allowing us to grant specific permissions required for seamlessly connecting users with Facebook Business Accounts.

2. ClientHub: Resolved Folder Navigation Issue

CW3-3565 Folder File Navigation Fix: Resolved a bug in ClientHub Documents Folder discrepancy where navigating from page 2 of Folder "X" to Folder "Y" resulted in a query string error, displaying a "no file found" message. This issue has been fixed.

New fixes and updates as of 3/12/2024

1. Website Editor Issue

CW3-3509 Find & Replace Tool Fix: An issue has been successfully addressed where the "find and replace" tool in the main dashboard of the 3.0 Website Editor was not effectively finding or replacing keywords present in the page settings. This encompassed fields for page title, SEO title, and SEO description.

2. Daily Summary of Messages Notification Improvement

CW3-3412 Daily Messages Notification Enhancement: Users' concerns about receiving daily messages without new activity have been addressed and improved. The notification system has been refined to send notifications only when there are updates, such as new messages, document uploads, e-sign, or proposal activity. Additionally, the layout has been optimized by assessing and streamlining the space usage of profile images listed above specific activities, contributing to an enhanced and more efficient user experience.

3. ClientHub Invitation Setup Issue

CW3-3544 ClientHub Setup: An issue was resolved in the username validation when choosing the "from" email address to be used when sending a ClientHub Invitation. Previously, the system was limited to accepting only letters and numbers, excluding other special characters in an email address.

4. Job Notification Refinement

CW3-3482 Review Client Notification: An issue with the review job link in client notifications has been addressed. When creating a new job and moving it to the Client Review column, the system should send a notification to the client with a URL redirecting to the Client Hub. Simultaneously, a notification should be sent to the PRO with a URL redirecting to the pipeline.

New fixes and updates as of 3/7/2024

1. WorkFlow: Automation Modal Trigger Refinement

CW3-3384 Auto-Move Toggle Addition: The auto-move toggle has been successfully incorporated into the automations modal. With this enhancement, workflow triggers will automatically advance to the next stage as each task is completed. This improvement streamlines the workflow, providing a more efficient and automated process for users.

2. WorkFlow: Automation Trigger Delay Enhancement

CW3-3420 Automation Trigger Delay Improvement: This update addresses the delay on each automation trigger within the platform. Users can now schedule triggers to advance to the next stage in the pipeline immediately or opt for a delayed activation by hours or days. This enhancement provides users with greater flexibility and control over the timing of automated workflow stages.

3. Payments: Time Tracking Update

CW3-3433 Time Tracking Improvement: Tax Pros can now track time spent with a client without requiring clients to accept a paid service through proposals. This enhancement streamlines the time tracking process, providing Tax Pros with more flexibility in monitoring and managing their interactions with clients.

4. ClientHub eSign KBA Mobile Number Fix

CW3-3507 ClientHub eSign KBA Enhancement: This update introduces the ability for Tax Pros to edit the user's mobile phone number after sending an e-sign with Knowledge-Based Authentication (KBA). To utilize this feature, Tax Pros can navigate to the Forms > Overview tab, find the client, and click on the three dots. Then, click on "Signatures." Within the Signatures section, Tax Pros will discover the "Edit KBA Recipients" button. It's important to note that this feature only works if no signature has been obtained; once the user signs a document, editing the KBA number is no longer possible.

5. Track Your Refund: State Website Link Update

CW3-3496 Websites Update: The "Track Your Refund" tool includes a state-specific list, enabling users to click on their chosen state and be redirected to the respective government website to track their tax refund. The following government websites were specifically updated:
- Maryland
- Connecticut
- Maine
- North Carolina
- Ohio

New fixes and updates as of 2/29/2024

1. Forms E-Sign Error

CW3-3497 eSign 404 Error: We have a report that the eSign in the ClientHub: Client View shows a 404 error when you click Sign Here. This update aims to resolve the 404 error in the eSign feature, ensuring a seamless signing experience within the ClientHub.

2. E-Sign KBA Enhancement: Storing Client's Mobile Number

CW3-3497 Enhancement Request: In order to ensure a smooth eSign process, particularly when Knowledge-Based Authentication (KBA) is necessary, we aim to persist the mobile phone number provided by the client. This enables them to receive the security code promptly, allowing for seamless signing of the eSign document.

New fixes and updates as of 2/28/2024

1. ClientHub Client View: Proposal Overview Fix

CW3-3480 Proposals Overview: Resolved an issue in the ClientHub Client View, where the wrong time zone was displayed in the Payments section.

2. ClientHub: Persistent Filters Enhancement

CW3-3416 Enabled Persistent Filters: This update ensures that filtered selections in the ClientHub remain locked in place until manually changed. Previously, editing filters and entering a client profile would reset filter selections upon exiting. With this update, persistent filters enhance the user experience by maintaining selected filters even after navigating within client profiles.

3. Dashboard Task Highlights

CW3-3470 Dashboard Enhancement: This enhancement aims to improve task visibility and streamline task management within the dashboard.
- To-dos are highlighted in the client details page.
- Appointments are emphasized in the calendar page.
- Jobs receive prominence in the pipeline details page.

4. ClientHub Invitation Link Bug Fix: Your Connection is Not Private Warning

Bug Fix - Resolved a bug where users faced a "Your connection is not private" warning when clicking on the ClientHub invitation link. This issue specifically affected users using downloaded email clients like Thunderbird, Outlook, and Apple email client, with web email clients like Gmail unaffected.

The problem stemmed from SendGrid's link replacement on email buttons, causing the warning message. We have successfully disabled this replacement, and the issue is now resolved.

New fixes and updates as of 2/22/2024

1. ClientHub Document Navigation Enhancement

CW3-3457 ClientHub Documents: Addressing Tax Pro concerns, this feature enhances the ease of finding documents uploaded by the client. Now, Tax Pros can navigate directly to the folder where documents were uploaded from the New File Uploaded email notification.

2. Task Assignment Notification Improvement

CW3-3464 Enable Notifications for Self-Assigned Tasks (To-Do): Currently, if a task is auto-assigned, users don't receive any notifications. This update aims to enable notifications for users who self-assign tasks, ensuring they stay informed about their assigned responsibilities.

3. Automations Adjustment: Resolves Duplicate Intake Form Trigger

CW3-3473 Automations: Identified an issue where automation triggers the intake form on the first step and erroneously resends the same form if it is incomplete on consecutive steps after moving the job card.

This adjustment aims to rectify the unintended repetition of intake forms during the automation process, ensuring a smoother and more streamlined workflow.

New fixes and updates as of 2/20/2024

1. ClientHub Payment Interface Refinement

CW3-3471 ClientHub Client View > Payments: We've made enhancements to the language used in titles and descriptions associated with payments in the Client View, aiming to provide a clearer and more user-friendly experience for clients navigating the payment interface.

2. Client Proposal Enhancement: Improved Accessibility

CW3-3288 Proposal Enhancement: This update addresses a limitation in the client view of the ClientHub, ensuring that clients, after accepting and completing payment, have convenient access to the finalized version of the accepted proposal.

Upon signing the proposal, clients can easily review both the signed document and payment details within their ClientHub account. This information is conveniently categorized under "Payments" and is further detailed in the Payment History and Proposal History sections of the ClientHub.

New fixes and updates as of 2/19/2024

1. ClientHub Login Issue Resolution

CW3-3463 ClientHub: We're addressing a login issue in the ClientHub to make access smoother.

Problem Overview: Clients had trouble logging in if they hadn't completed an eSign with Knowledge-Based Authentication (KBA). Additionally, an incomplete eSign triggered a 'forgot password' action, asking for a security code and causing a loop.

Solution Steps: To fix this, we've removed the eSign completion requirement for accessing the ClientHub.

2. To-Do Enhancement: Mandatory Assignment

CW3-3456 To-Dos: Recognizing the importance of accountability, this update focuses on making the Assigned field mandatory when creating a To-Do.

Previous Challenge: The Assigned field was not required during the To-Do creation, leading to instances where tasks were overlooked due to missing assignments.

Enhancement Implementation: To address this, we've made the Assigned field a required component when generating a To-Do. This modification ensures that every task is assigned to a responsible party, preventing oversight and promoting a more organized task management system.

3. File Management: ClientHub Enhancement

CW3-3414 Delete Uploaded Files - ClientHub - Client View: Introducing a client-focused feature, Tax Pros now have the capability to toggle permissions, granting clients the ability to delete documents uploaded by the client within the ClientHub.

Enhancement Overview: Previously, clients lacked the authority to delete their own uploaded files in the ClientHub. With this update, Tax Pros can empower clients to actively manage their documents, allowing them to delete files they've uploaded. It's important to note that clients will not have the ability to delete files uploaded by the Tax Pro.

Go to ClientHub Settings:

Click on your profile image (top right).

Click on "Settings" in the dropdown menu.

Navigate to ClientHub Settings: Choose "ClientHub Settings" from the options.

Under "Delete Files," find the toggle button.

Toggle to enable or disable the Delete feature on the Client View of the ClientHub.

4. ClientHub Payment Redirect Fix

CW3-3437 ClientHub and Direct Payments Issue: We've resolved an issue where clients, logged into the ClientHub, were redirected back to the ClientHub instead of the payment processing page when attempting to make payments on the Tax Pro's website.

Bug Fix Overview: Previously, a glitch occurred when clients, already logged into the ClientHub, visited the Tax Pro's website for payment processing. Instead of directing them to the payment processing page, clients were unintentionally brought back into the ClientHub.

Bug Resolution: Our recent fix ensures that clients are correctly redirected to the payment processing page when making payments on the Tax Pro's website, enhancing the seamless payment experience.

New fixes and updates as of 2/15/2024

1. ClientHub Document Preview Enhancement

CW3-3360 Preview: Now, you can seamlessly preview various file types (.png, .docx, .csv, .jpg) directly in the Client Hub under the Documents section. A small but impactful improvement for a smoother user experience.

2. Campaign Scheduling Upgrade

CW3-3357 Same-Day Campaigns: An eagerly awaited feature, the ability to schedule campaigns to send on the same day.

3. ClientHub Invitation Flexibility

CW3-3353 Invitation Not Required: Tax Pros can now access client chats and documents even before sending a ClientHub invitation. This resolves a potential hindrance where access was restricted until the client accepted the invitation. Essential for those migrating from version 2.0 with pre-existing client information.

4. Enhanced Text Editor Options

CW3-3349 EditorJS: Additional tools have been incorporated into the text editor for campaigns and newsletters, allowing for more flexibility in content creation. A particular focus is on expanding options in the email campaign text editor, addressing limitations such as the inability to center text.

5. ClientHub Appointment Button Control

CW3-3446 Online Appointments: Users can now toggle the Online Appointments Button on/off in the ClientHub, providing more control over the user interface. Additionally, a bug related to the Appointment button not showing has been addressed.