This release introduces client portals, a redesigned bulk upload process, five years of tax history, and renames Papers projects to Binders firm-wide.

Client portals

Client portals launch as a first version: a place outside the main app where clients can see documents your firm shares with them.

Five document types publish to the portal automatically: Payroll Checks/Reports, Financials, New Business, Tax Returns, and 1099. Clients see each one as soon as staff file it, with no extra step to share it manually.

Documents

• Bulk upload has a new screen for setting attributes on many files at once, including an option to set attributes for every file in the batch in one go. This replaces the old drag-and-drop step: where you drop a file sets its attributes, and a confirmation message shows the result.

• You can open a document in a new tab with middle-click, cmd-click, or shift-click, or from the right-click menu.

• The document editor warns you before you lose unsaved changes, and the back button now returns you straight to your filtered document list.

• Document preview no longer reloads unexpectedly when you switch tabs, so you stay on the page you were viewing.

• Uploading the same file twice (same name and attributes) now shows a warning instead of filing it silently.

• "Client Uploads" now lives in the Document Category field instead of its own checkbox, and the unused "Quarter" field is gone.

• You can now set print document names, including K-1 and Form 9325 names, per firm instead of using a fixed format.

• Icons across the app are easier to see, meeting accessibility standards.

• Bulk-uploaded documents and reprinted PCS invoices file automatically instead of landing unfiled in Intake.

• UltraTax CS tax returns now split into separate federal and state documents with clearer file names.

Tax

• Prior-year tax data now goes back 5 years, matching what CaseWare offers, with balances filled in automatically for migrated clients who have no prior history in Binders.

• Tax trial balance by class now shows net income by class in a grouped layout with subtotals, includes prior-year figures, and supports combining multiple entities with eliminations and ownership percentages.

• Fixed two calculation issues: the tax trial balance was pulling figures from the wrong column, and prior-year credit balances were rolling forward with the wrong sign.

• You can now create classes from scratch instead of only from existing templates.

Billing and engagements

• A new billing option combines a flat base fee with hourly charges for extra work.

• Price changes now apply to unbilled work automatically, with new guidance on setting prices. Recurring charges bill at the current agreed price whenever that's clear.

• Firms can now connect Stripe to handle billing.

• You can set a pricing structure for each line when building an engagement, and future engagements now carry forward templates, customizations, and task edits automatically.

• Project status now updates automatically as tasks are completed.

Tasks

• You can create one-off projects directly, without starting from a template.

• Tasks can now build automatically from client data instead of coming only from fixed templates.

Intake

• K-1s now route to both the business entity and the individual partner, so you no longer need separate client-copy K-1 packages.

• E-file confirmation file names now include the client's name and jurisdiction, not just the client number.

• Fixed e-file confirmations getting stuck in Intake and updated where they route to.

• Fixed an UltraTax CS print setup issue where the K-1 recipient name broke document filing.

Fixes

• Document uploads are back to normal speed after some were taking 30 to 80 seconds.

• Fixed an issue where deleting and adding documents at the same time could leave document search results out of date.

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

• Fixed a sign-in issue affecting staff impersonation.

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

• Fixed a print filing issue that could leave documents with no attributes.

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