March 2025 Release Notes

New Features

• Companies without qualified research expenses can now be included in controlled groups.

• Added controlled groups and members to expert review.

• Added an email option at the end of the self-signup process.

Existing Feature Updates

• Updated final reports for controlled group members.

• Added more controlled group details to Form 6765.

• Updated project description prompt for self-signup.

• Updated partner team notification messages.

• Improved validation of company industry codes.

• Demo workspaces now show "(DEMO)" in the company name.

• Edit option now only appears for regular marketing documents.

Fixes

• Fixed payroll import for short-year and offset-year studies.

• Fixed controlled groups display in expert review.

• Fixed text display in Form 6765 for controlled group studies.