New features, updates, and fixes released in the month of April 2024.
New Features
- Support for referral and alliance partners opportunity status.
- AI examples can now be used for employee descriptions.
- R+D credit estimator to provide early calculation during sales process.
Existing Feature Updates
- We now alert clients when they enter disqualifying responses during qualification questionnaire.
- IRS form 3800 added to available final documents for c-corps and sole proprietors.
Fixes
- Improvements to matching algorithm for W2 and Payroll imports
- General UI fixes and improvements.