This release ships the first version of client portals, along with a redesigned bulk upload flow, multi-year tax history, and a firm-wide rename of Papers projects to Binders.

Client portals

Client portals ship as a first version, giving clients a place to see documents the firm shares with them outside the main app. This first version is built to prove out the model before wider rollout.

Firms can publish five document types to the portal automatically: Payroll Checks/Reports, Financials, New Business, Tax Returns, and 1099. Clients see these as staff file them, with no separate manual sharing step.

Documents

• Bulk upload gets a dedicated view for batch attribute assignment, including an "All documents" entry that sets attributes for every staged file at once. This replaces the old category drag-drop flow entirely: the drop location sets attributes and a toast confirms the result.

• Document rows open in a new tab via middle-click, cmd-click, or shift-click, and the right-click menu now has an "Open in new tab" option.

• The editor warns before discarding unsaved changes, and the back button now returns to the filtered document list in one press instead of looping.

• Document preview no longer refreshes at random on tab switch, so the user's place in a document stays put.

• Duplicate uploads (same filename and attributes) now trigger a warning instead of filing silently.

• "Client Uploads" moves from a separate boolean attribute into the Document Category field, and the unused "Quarter" attribute is removed.

• Print document naming, including K-1 and Form 9325 names, is now configurable per firm instead of hardcoded.

• Icon contrast across the app is improved to meet WCAG accessibility standards.

• Bulk-uploaded documents and reprinted PCS invoices from the print driver file directly instead of landing unfiled in Intake.

• UltraTax CS tax returns split into separate federal and state documents, with cleaner names on the resulting files.

Tax

• Prior-year tax data now goes back 5 years, matching CaseWare parity, with balances seeded for migrated clients that have no prior Papers engagement.

• Tax trial balance by class breaks out net income per class in a stacked, grouped layout with per-class subtotals, populates prior-year figures, and supports consolidation across entities with eliminations and ownership percentages.

• Fixed the tax TB pulling from the Adjusted column instead of Ending, and a double-negation bug in the prior-year adjusted roll-forward for credit accounts.

• Classes can now be created from scratch instead of only from existing templates.

Billing and engagements

• New flat_plus_hourly billing model combines a base fee with metered overage.

• Agreed-price changes now apply to unbilled work automatically, with new guidance for setting prices. Recurring charges bill from the agreed price whenever it's unambiguous.

• Firms can now connect Stripe for billing.

• The engagement wizard supports authoring a pricing shape per line, and roll-forward now carries template pinning, customizations, and task edits forward automatically.

• Project status now follows a lifecycle driven by task rollup.

Tasks

• One-off, ad-hoc projects can now be created directly from the UI.

• Tasks can be generated dynamically from entity data instead of only from static templates.

Intake

• K-1s now route and tag to both the business entity and the individual partner's drawer, removing the need for redundant client-copy K-1 packages.

• E-file acknowledgement filenames include the client name, not just the client number, plus a jurisdiction prefix.

• Fixed e-file acknowledgements getting stuck in Intake and updated the auto-routing destination for them.

• Fixed a UltraTax CS print configuration issue where the K-1 recipient name field broke document routing.

Fixes

• Document uploads that were taking 30 to 80 seconds due to a confirmUpload latency spike are back to normal.

• Fixed a race in refreshDocumentSearchValues where concurrent delete and insert operations left the search index silently stale.

• Fixed an autosave error on large files in the document editor.

• Fixed the WorkOS impersonation sign-in callback missing state.

• Fixed PDF-to-file not working in Rightworks for UltraTax CS on Denari Desktop.

• Fixed print-driver auto-filing writing to a retired schema and filing documents with no attributes.

• Staff can now be granted access to locked client accounts.