February 2025 Release Notes

New Features

• Automated partner registration process.

• New permission for managing team members.

• Trial distributions available for unsigned partners.

• Added officer tracking on expenses.

• New ability to email CPA Kits directly to clients.

• Ability to copy documents between studies.

• New document options for controlled groups.

• Added new Form 6765 fields to the Business Update.

• Added Form 3800 support for 2024 studies.

• Added 2024 Form 6765 support.

• Added contact information before showing credit estimate results.

• Support for uploading password-protected documents.

• Phone number and introduction method are now optional for leads.

Existing Feature Updates

• Visual improvements to the self-signup experience.

• Updated disclaimer on self-signup screens.

• Improved marketing tracking from website to self-signup.

• Updated scheduling links for self-signup.

• Refined access controls for self-signup distribution.

• Updated referral partner features.

• Updated partner support email address.

• Updated scheduling link options in the Partner Portal.

• Added new business update fields to expert review.

• Added officer information to Excel exports.

• Updated scheduling integration.

• Improved file scanning for complex documents.

• Improved notification formatting for scan results.

• Updated header menu layout and links.

• Updated how nurture status is displayed.

• Updated qualifying examples for dentistry.

• Simplified timeline display.

Fixes

• Fixed payroll import for self-signup.

• Fixed scheduling form pre-fill during signup.