PLEASE NOTE: There will be scheduled maintenance for this upgrade starting April 3, 2025 at 8 PM EST
During this time users may be unable to log into their account. We apologize for any inconvenience caused. We will be back up and running as fast as possible. You can contact support with any questions.
👥 Enhanced Team Member Management
Managing your internal team just got easier:
-
🔍 Search & Filter Team Members
Quickly find users by name or email in the Manage Team Members view.
-
📩 Resend Team Member Invites
If a team member hasn’t accepted their invite, simply click Resend Invite directly from the Actions column.
These updates streamline team setup, especially for large firms onboarding multiple staff.
📬 New Feature: Daily & Weekly Activity Digest
Stay informed on your client activity with Email Digests, now available in your Profile Settings.
-
🔔 What it includes:
A snapshot of key activity “Since Yesterday” or “In the Last 7 Days,” including:
- Schedules Modified or Created
- Processed & Upcoming Schedules
- Schedules Pending Approval or Denied
- Failed Transactions
- User, Bank, and Tax Accounts Created
- PAD Setup Events
.png?upscale=true&upscale=true&width=560&height=309&name=image%20(30).png)
🔧 Bug Fixes & Improvements
- Resolved display issues in team role assignments.
- Improved reliability of account creation timestamps in digest reports.
- Backend cleanup and performance optimization for scheduled job queues.