Release 2.0.6

New + Improved

  • “Send To” fields differentiate individual clients from subscriber lists 📄
  • You can now add plugins to website subpages
  • Can update name settings in profile settings
  • Minor improvements


  • ProScore fixed for receiving 5-star reviews
  • Messages filtered by pro cleaned up
  • Message notifications forward to messages in the secure portal
  • Messages attachment downloads fixed
  • Uploading documents and viewing folders from client to pro has been fixed
  • Uploading client list bug fixed
  • Website fixes with “Meet the Team” page
  • eSign descriptions for different account packages fixed
  • Security fixes
  • Newsletter sends and confirmations synced between old and new portals
  • Other minor fixes


  • We’ve moved to a new server! You should now notice a slight uptick in speed.
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