Key Updates
- Tax Pro Account Creation: Resolved an error that occurred when a Tax Pro registered a new account, ensuring a smoother onboarding process.
- Team Members Management: Introduced granular permissions for different roles, including Owner, Team Lead, and Team Member.
- Team Members: Can view and update their personal info, email notification preferences, and change passwords.
- Team Leads: Can manage team members in settings through the Members tab and bulk import clients.
- Owners: Have complete access to settings and client list management, ensuring full control over the team's operations.
- Bulk Email: Tax Pros can now send bulk emails to clients through the client list, streamlining communication.
- Status Change Notifications: Implemented a notification system for taxpayers, with Phase 1 focusing on status change notifications via email, enhancing client awareness and engagement.
UI/UX Enhancements
- Employee Signup Welcome Page: Added a welcome email for employees signing up to join the tax business, improving the onboarding experience.
- Client List Usability Enhancement: Improved client list functionality with enhanced filtering and sorting options, making it easier to manage and locate client information.
- Smartsync Button Usability Enhancement: Enhanced the usability of the Smartsync button by adding a loading animation and success message, providing better user feedback.
Bug Fixes
- W2 State Info: Resolved an issue where state info from uploaded W2 forms was not displaying under the Forms section in OCR, ensuring accurate data representation.
- Client DOB: Fixed an issue where client date of birth updates were not reflecting on the Tax Pro side after logout, ensuring data consistency.
- Identity Vault Dependent's Name Repeated: Resolved an issue where the identity vault was showing the same name for different dependents, ensuring accurate dependent information.
Integration and Backend Updates
- Permissions for Different Roles: Implemented robust permissions for different roles, including Owner, Team Lead, and Team Member, to enhance security and role-based access control.
- Manage Billing and Payment Redirects: Fixed an issue where clicking on the manage billing button opened a blank page in a new tab, ensuring proper navigation and user experience.
These updates bring significant improvements to the functionality, usability, and reliability of the in-app organizer and Tax Pro features, enhancing overall user experience and productivity. Stay tuned for more updates and enhancements in future releases.