This month's web app release includes the following refinements.
Refinements
Edit firm logo in Firm Settings
You can now add, edit, or delete firm logos under Firm Settings > Firm Details. The logo entered here will be visible on your intake forms and the Client Portal.
Important Note for Grow/Prosper+ users: If you already added your firm logo in the desktop app, then it will appear as the default logo in the web app. Changing the logo in the web app will change it in the desktop app and vice versa. Â
Middle name and suffix in billing
Middle names and suffixes for contacts now appear in numerous billing fields.
Add withholding tax payments from Controlled Money Accounts
You can now record withholding tax debits on a client's Controlled Money Account in the event that they do not or cannot provide a TFN.Â