May 2026 Release Notes
Welcome to our May 2026 release notes
Highlights this release: new top navigation, faster Tasks page, invoice email and payment improvements, and customizable portal home pages.
What's new
- New iOS mobile app with biometric authentication
- Practice section in the top navigation, with Tasks and Timesheets
- Sales Flows / Proposals moved to the top navigation; Clients and Prospects now have their own pages
- Contacts moved to the top navigation
- Tasks page is now faster on large lists and supports filtering by status, assignee, and client; tasks autosave as you edit
- File folders for tasks – attach and organize files inside any task
- Sent Signatures dashboard widget
- Two-column dashboard layout with clickable widget titles
- Customizable portal home pages per portal group
- Portal Statuses page redesigned (drag to reorder)
- TaxNav integration (Phase 1)
Improvements
- Invoices
- Save & Send button so drafts aren't accidentally sent empty
- Save invoice templates with rich formatting
- "Add New Contact" button on the Client field
- Tax column on invoice emails and the Paid receipt page
- Pay invoices via Stripe or GoCardless directly from the email link
- New Invoice Settings page and improved PDF layout
- Contacts
- Mobile-friendly responsive tabs
- Faster contact search with keyboard navigation
- Portals
- "Request Workflow Completion" broadcast – ask multiple portal users to finish at once
- Admins can reset or change the required workflow on portal invites
- Workflows
- Left-hand navigation now shows in Portal, Portal Group, and Prospect contexts
- Signatures
- Signer full names appear in document list columns
- Sign-in & Account
- Change-email page modernized; errors now show on the right field
Fixes
- Portals: Forms list no longer times out for portals with many submissions; Close button works on the final page of completed broadcasts; prospect breadcrumb no longer shows the group name twice; column settings on the Prospects page are now saved
- Payments: real Stripe error messages instead of "Payment provider configuration error"; small invoices that can't be charged are blocked at send time; failed payments self-heal
- Tasks: opening a contact from the assignee popover no longer errors
- Notifications: company users now get notified when an AML/ID verification report is ready
- Forms: dates in form results now show correctly for users in time zones west of UTC
- Sign-in: 2FA "Invalid code" message clears so you can re-enter
- Settings: notification toggles no longer silently reset
- Files: read-access users no longer see the "Edit static template" option
- Mobile: bio-login "Use password instead" button works correctly
Enjoy!
