September 2026 Release Notes

Less repetition, more certainty. One-time identity verification, formatted client messages and multi-file uploads are here – alongside future billing start dates, a next invoice page for clients and two-factor backup codes.

A client who has already proved who they are shouldn't have to prove it again for the next signature, and the one after that. Yet that is often how it works. A partner retypes the same onboarding instructions for the fourth time this month. An administrator waits while a client uploads twelve bank statements one file at a time. A client emails to ask what the next invoice will be, because nothing tells them.

This release is aimed at that problem. Much of it is designed to make a piece of work happen once instead of repeatedly: to verify an identity and keep it, to write a client message and reuse it, to fix a billing date and let the schedule run from it.

At a glance

Prove identity once, not every time

Identity checks are the part of signing clients meet most, and repeat most. A client signing three documents across an engagement can photograph the same passport three times, and each round is another chance to stall.

Verification now sits on the account rather than the signing request. A client verifies once, from My Account → Identity verification, and that status carries to what follows: an engagement letter today, a mandate next week, a further authority in November. While a check runs the status reads as pending, so nobody guesses where the hold-up is.

Client messages that read properly

The message attached to a portal workflow does more work than it appears to: it tells the client what is wanted, why it is needed and by when. Until now it arrived as flat plain text, a poor way to present three requests and a deadline.

The Message Page step now supports headings, emphasis and links: an onboarding note can set out the three items in the pack as headed points, with the fee schedule linked in line rather than pasted as a bare address. Messages you send often save as reusable templates, so the standard wording belongs to the practice, not to whoever set up the last workflow.

Several files in one upload

Prior-year accounts, bank statements and a proof of address rarely arrive as one file. Until now the Upload document step took them one at a time, turning a request for twelve statements into twelve rounds of the same clicks.

The step now accepts several files at once: a client selects the whole set and sends it in one action.

Agree the work now, bill later

Work often starts before billing is meant to. A client signs in September for a service agreed to begin in October, and the gap is held together by hand: a note in a diary, a quote kept back, an invoice raised late.

You can now set a future start date on a quote. The client's card is authorised as soon as they accept, but the first charge waits for the date you chose: accept on 8 September with a start date of 1 October and the charge falls on 1 October, with that date shown to the client as they accept.

The next invoice, before it lands

Most billing queries are not disputes. They are questions: what is the next charge, when is it taken, what does it cover. Each costs the client an email and your team a look through the account.

Clients now have a Next invoice page in their billing area, showing what they will be charged before it is taken.

A way back into your account

Two-factor authentication protects an account until the morning the phone is replaced, lost or wiped. Then it locks out the person who most needs to get in, usually on the day something is due for signature.

You can now create and download your own backup code for authenticator 2FA. Users without one are prompted to create it, and anyone still taking codes by text is prompted to move to an app, with no gap in protection.

Smaller improvements that make the experience smoother

• Portal settings, tidied up. Settings has its own submenu of General, Portal tabs and Home page, Reminders have a page of their own, and every reminder screen uses one interval control.
• Notifications that say where the file went. Upload notifications now name the destination folder and link straight to it.
• Contacts that hold more detail. Organisation contacts gain a Business sector field, and all contacts a Language field.
• Product news, separate from service notices. The two are now split and product news carries an unsubscribe link, so opting out of announcements does not mean missing a notice.
• Storage location on the record. Where your data is held is now shown under Account information, and error messages appear in your language.

Under the hood, portal form re-signing, which had been leaving duplicates and orphaned PDFs, is working again, a deadline changed on the Workflows page now shows on Reminders and Deadlines, and failed uploads report an error instead of leaving an unopenable file.

What this release means for your practice

Account-level verification and multi-file uploads take repeated effort off your clients, formatted messages and templates take it off your team, and future start dates, the next invoice page and backup codes replace three things somebody was holding in their head.

More functionality isn't the value here. It is the removal of small repeated acts that fill a week without appearing on anyone's list: the passport photographed a second time, the onboarding note typed again from memory, the email asking what the next payment will be. Individually, none look like much. Together, they are a meaningful part of how a practice spends its time.