You should be able to keep working in an Excel file after uploading it for tax preparation. Papers now stores working files in their original formats. You can view Word files and images in Papers. In-app Excel editing lets you update spreadsheets there, too. PDF and .xlsx entity documents can also be referenced in Workpapers.

Print to a shared folder

Print to Denari now saves printed files to a shared handoff directory. This gives you a file you can move into a permanent folder before uploading it to Denari.

Also shipped

• You can save personal instructions in Answers settings. Answers applies them to every turn.

• Answers acts on direct instructions and answers each question in messages that also contain a request.

• Admins can configure the deal pipeline's stages and tasks in Flows.

• You can split a project's budget across its stages.

• You can export Financials from Papers as a CSV file.

• Document search supports partial words and keeps your folder and file sort order.

• You can automatically publish documents to Portals using attribute filters.

• Bulk uploads can associate files with a client entity using the Client ID in the filename.