Name | Priority | Status |
Send email automation doesn't adhere to the Email sending limit | Medium | In Development |
Validation errors block editing on fillable PDFs in Document Viewer | Medium | Ready for Development |
Notifications. Owners receive email notifications for client uploads even when notification is disabled | Medium | Ready for Development |
Documents. Client uploads to subfolder of Client Uploaded Documents but root folder remains selected | Medium | Ready for Development |
CRM: New contact email not saved correctly after unlinking previous email | Medium | Ready for Development |
Workflow: Pipeline templates not cloned after clicking Get free on Marketplace (again) | Medium | In Development |
Organizers: page doesn't display changes until reloaded | Low | Ready for Development |
Organizers: "Firm docs shared with client" folder is missing from the document selection panel on web portal | Medium | Ready for Development |
Payments: Invoice: Bank debit option remains visible and selectable when ACH is disabled in TaxDome payment settings | Medium | Ready for Development |
Invoices: Invoice PDF: "Acceptable Payment Methods" shows Credit/Debit Card options even when no payment processor is integrated | Medium | In Development |
Push notification with screen redirect not executed from fully closed app | Medium | Ready for Development |
Client Mobile App: Documents: required approval on fillable PDF show 2 sets of buttons | Medium | Ready for Development |
Client Mobile App: Proposals & EL's: Payments is not updated | Medium | In QA |
Client Mobile App: Error report fails for clients with single-word name (no last name) | Low | Ready for Development |
Fixed Bugs This Week
Tax Return Delivery: Firm Member's signature is displayed as Pending in "Tax return signed and completed" email notification for Tax Return Delivery with KBA signatures | Medium | Fixed |
Documents: New Document: Blank page appears at folder selection step after choosing client | High | Fixed |