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TaxPay v 2.8

New Features & Foundational Improvements! We’ve rolled out key enhancements to improve client navigation, performance, and future scalability

 UI Improvements 🕹️

  • Quickly find clients with improved search and filtering.  
  • Jump directly to a client’s profile in a new tab for easier review.
  • We've also improved the visibility of payment schedules and reminders for your clients, providing payment schedules for users that log into TaxPay.

sort and filter client names

client name pending approvals

 
 
 
Screenshot 2025-02-06 at 8.24.46 AM

Foundational Backend Updates 🏢

 – Prepping for scalability, KYC compliance, and better integrations.

No extra steps needed! Your tax accounts are created automatically, just like before.

 


 

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