Introducing a range of new features and updates aimed at enhancing your experience and streamlining your workflows.


Here's whats new:


User Permission

  • View and edit TFNs. You can now configure user permissions to control who can view and edit Tax File Numbers (TFNs) within your practice, ensuring sensitive information is accessed only by authorized personnel. Learn more
  • Fetch, view and download ATO EFT reports. Configure user permissions to fetch, view, and download ATO Electronic Funds Transfer (EFT) reports. This feature allows you to manage access to crucial financial data within your practice.Learn more


Copy e-signature link

After sending an e-signature request, you can now copy the signing link for each recipient. This feature is especially useful if you need to share the link through alternative channels, ensuring that your documents are signed quickly and efficiently.


Customize signatories in legal documents

You can now manually add signatories to legal documents and financial reports, offering greater flexibility in managing your documents. Learn more

Individual tax return updates

  • Depreciation worksheets are now available for Foreign Rental properties (FY 2020 onwards).
  • Automatic conversion of foreign currency to AUD in the foreign income section (FY 2020 onwards).
  • Automatic calculation of franking credits in the dividends worksheet (FY 2024 onwards).

Other updates

  • Support for 4 decimal places in the Share Register.
  • Added Client Code and Mobile fields to e-signature email templates.