What's New

The latest features and improvements to help you manage your finances better.

New Feature

Ads Audit & Optimization Module

Comprehensive ads audit engine with 48 checks across Google, Meta, and LinkedIn platforms. Integrates with Google Search Console for performance insights.

New Feature

Email System for Client Communication

Send professional emails directly from the platform. Supports templates, attachments, and tracks delivery status for seamless client communication.

New Feature

Invoicing & Proposal Builder

Create and send invoices and proposals to clients. Track payment status and automate follow-up reminders — all within your dashboard.

Fix

Improved Security Across the Platform

Comprehensive security hardening with fixes across 20 files — including stronger input validation, safer API patterns, and tighter access controls.

Improvement

Client Portal Enhancements

Your client dashboard now loads faster and shows a clearer overview of your tax submissions, documents, and upcoming deadlines.