What's New
The platform keeps shipping.
New features, improvements, and fixes — curated from our release history, most recent first.
June 2026
- v3.25.22
2026 tax year support
Exports for the 2026 tax year across every supported tax software.
- v3.25.23
Binder audit trail
See who changed what in a binder, and when.
- v3.25.21
Workpaper annotations
Drag annotations to move them, and downloaded workpapers keep your annotations.
May 2026
- v3.25.10
Enterprise SSO and SCIM
Single sign-on and automated user provisioning for firms on enterprise identity providers.
- v3.25.11
Tax Planning binders
A dedicated binder type for individual tax planning, powered by the TaxCalc engine.
- v3.25.15
Comments and live Google Sheets
A comments panel on binders, plus live Google Sheets editing for linked workpapers.
- v3.25.14
Cash-to-accrual on the M-1
Accrual-to-cash tags on tax journal entries, with an informational cash-to-accrual section on the M-1 report.
- v3.25.15
Unbalanced-entry warnings
Balance Sheet, Income Statement, Trial Balance, and M-1 reports flag unbalanced journal entries.
- v3.25.12
Journal entry editor
The editor zeroes the opposite side for you and shows a running balance as you type.
- v3.25.17
Document parsing coverage
Uploaded documents are recognized and parsed across more form types.
April 2026
- v3.25.4
Ownership linking and K-1 sync
Link a business binder to an individual plan and K-1 amounts flow in with ownership percentages applied.
- v3.24.12
Client Organizer, bulk
Send organizers in bulk, remind clients, search responses, and produce DOCX output.
- v3.25.6
Per-workpaper rollforward
Choose how each workpaper rolls forward into the next year.
- v3.25.6
Inline account numbers
Edit Tallyfor account numbers directly in the trial balance.
- v3.24.7
Multi-property workflows
Auto-create properties from a template column, with ProConnect Form 8825 export support.
March 2026
- v3.23.6
Smart Importer
Imports that learn your account patterns, with a settings UI to review what's been learned.
- v3.23.8
Consolidated Trial Balance
Consolidation groups with elimination journal entries.
- v3.24.0
Webhook API v2
Subscribe to binder and client events from your own systems.
- v3.24.0
Child tax credit in TaxCalc
Form 8812 — child tax credit, credit for other dependents, and phase-outs — joins the 1040 engine.
- v3.24.0
Client list year filter
Filter the client list by tax year.
February 2026
- v3.22.0
Cash flow statement
Financial reporting maps now produce the cash flow statement alongside the income statement and balance sheet.
- v3.23.5
Ten-key calculator
A built-in calculator with a true adding-machine mode.
- v3.20.0
All-years comparison in TaxCalc
Compare estimates across tax years in one columnar view, with state tax payment links on every estimate.
- v3.23.3
Karbon workflows
Deeper Karbon integration with support for integrated workflows.
January 2026
- v3.18.0
Property reports
Property Columnar Report for multi-property engagements, included in Download All Reports and workpaper finalization, with improved Lacerte multi-property exports.
- v3.18.3
Two-column imports
Standard two-column trial balance spreadsheets import directly.
Curated from the Tallyfor release history. Last updated 2026-06-12.
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