Improvements & Updates * [API] Added a lastLoginDate property on the client object. * [API] Added a lastActiveDate property on the client object. * Significantly improved client email notification deliverability. Early results show a 20% improvement in email notification open rates within 1hr. This change is most noticeable for client users that use

App setup improvements We simplified the app management and app setup experience in a number of ways. * On the new App Setup page, apps are divided into Client Apps and Internal Apps. Client Apps are visible to your clients and your team, while Internal Apps are internal only. For example,

Reply via email Reply via email lets internal users and client users reply via email to messaging email notifications. This feature reduces friction for you and your clients, and makes it easy to quickly respond to messages when you’re on the go. Since this feature is available for your

Improvements & Updates * Added a duplicate action for forms. * Added a “Don’t have an account?” link on the Sign In page of portals if client direct sign up is enabled. * Improved the default sort on the form responses page so that new form submissions show at the top. * Improved

Copilot Automations We're excited to launch Copilot Automations, a set of pre-built workflows available on Zapier and our API that help you save time, reduce human error, and run a more streamlined business. You can browse a directory of the most popular automations and setup instructions here. Improvements

Introducing Forms 2.0 We’re excited to announce a redesigned Forms App that comes with support for always-on mode, multiple submissions per client, and more. Along with the product update, we’ve also redesigned our API for forms so that you can more easily set up workflows that begin

Two-Factor Authentication (2FA) Two-Factor Authentication (2FA) is a new security feature we’re rolling out for users who want an additional security step. 2FA is available for both internal users and client users, and can be set up on the Settings > Account page. To set up 2FA, an authenticator

Copilot Launchpad Copilot Launchpad is our new early access beta group. As part of Launchpad, you’ll automatically get access to new features as we develop them. Launchpad features will be stable and secure, but early enough so that feedback can meaningfully impact the functionality and product design before general

Files API We've made substantial improvements to our Files API. In addition to being able to create folders in the Files App, you can now upload files via API as well. In addition we added webhooks for file.created, link.created, and folder.created events. You can learn

Continuous Deployments For the last 2 years, we have aimed to release new features on a weekly cadence. This goal pushed our team to make progress quickly and deliver something valuable every 7 days. During this time we have also invested heavily in our engineering and testing infrastructure. Starting today,

Invoice and Subscription Templates You can now create, edit, and delete invoice and subscription templates. To create a new template go to the invoices or subscriptions page and click on the dropdown. There you can see existing templates or click the + button to create a new one. When you hover

Improvements & Updates * Improved the search logic on the Clients page. Now when you perform a search on the Clients page, click into the Client Details page, and navigate back, we retain the search from before. * Improved search performance on the Messaging App. * Fixed a bug where in some situation

Improved link previews We redesigned link previews in the Messaging App and made them look more polished and easier to read. Improvements & Updates * Improved how deep linking works across the Copilot Dashboard. Now when you open a link to a specific page, even if you have to log in

Improvements & Updates * Improved how search works so that search queries are persistent in some workflows. For example, if you search for something on the Clients page, click on a client, and navigate back, the search query still remains. * Improved the initial portal loading experience for client users by making