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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