New
- Cross references on Yes/No answers. Answering Yes/No with more information now supports a cross reference, same as a standard comment annotation.
- Drag files from the sidebar onto a page. Drop an attachment or link from the sidebar onto a work-paper step and and it files itself as a cross reference or linked attachment.
- Jump straight to the conclusion. Once a workpaper has nothing outstanding, the action bar gives you a button (and the left/right shortcut) that takes you directly to the conclusion instead of hunting for it.
Improved
- Adjustments now show on lead schedules and analytical review. Adjusted balances appear in green (posted) or amber (pending) and link straight to the journal entry (previously only on the Trial Balance).
- Final Analytical Review shows everything. Comments and attachments now display in full.
- Faster trial balance and bring forward. Reordering TB rows and bring-forward are noticeably quicker for older non 2026 templates.
Fixed
- Firm logo/letterhead missing from printed PDFs; bold text rendering oddly; management points running together with no spacing.
- Review notes and follow-ups changing the wrong user's name when ticked off from the summary.
- A manager could conclude a partner sign-off page but then couldn't unconclude it.
- Point forward duplicating items; prior-year answers not auto-deleting correctly.
- Beneficiary/trustee variables not populating.
- Pasting into rich text adding a stray leading space and line break.
- Contacts duplicating themselves.
- New files opening in the old version by default.
