December 15, 2025
December 152025
Track firm-wide revenue performance with the new Portfolio Performance Dashboard, plus updates for engagements-to-payments and integrations
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Close out the year with clearer insights and smoother workflows. This release introduces the Portfolio Performance Dashboard, smarter tools for managing tax deadlines and bulk updates, cleaner invoicing, improved QBOA syncing, and an enhanced integration with TaxBandits.
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