Release 2.1.0

Welcome to the new stable portal! We have a couple of exciting updates to share with you.

New + Improved

  • Knowledge-Based Authentication: Per new IRS regulations, 8879 forms require identity verification. We’ve made it easy for you with a new 8879 templates with KBA for your clients.

  • Google My Business posting: exciting new feature with our social media posting. We’re going to start posting to your GMB feed, giving you an upper hand with Google!

  • Dashboard updates: enjoying the dashboard? We’re giving a big background update where you can now track how your website is doing.

It doesn’t seem like a lot, but it’s going to significantly boost what we can do for you. Have questions about using these or setting it up? Let us know at [email protected]!

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