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Introducing Knowledge Base 2.0

Dec 01, 2021
  • 2 min read
  • From 1.0 to 2.0 We released the first version of the Knowledge base module 14 months ago. At the time we believed that service businesses (agencies, law firms, etc.) all had an incredible amount of knowledge that customers were willing to pay for. We've learned a lot since then and couldn't be more excited about Knowledge base 2.0, our most important update yet. What's new in Knowledge base 2.0 A Powerful New Editor The Knowledge base now comes with a powerful rich text editor that lets yo
    What's New
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    September Highlights: Instant Bank Payments, Invoice Previews, and Multi-select Tags

    Sep 30, 2021
  • 3 min read
  • In September, the Portal team focused on improvements to the Billing Module.
    What's New
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    August Highlights: Exports & Custom Fields

    Aug 31, 2021
  • 3 min read
  • In August, the Portal team focused on support for exports across the entire set of Modules, custom fields, and stability.
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    June Highlights: Custom Fields, CRM Filters, and Company Management

    Jul 14, 2021
  • 1 min read
  • In June, the Portal team focused on making the CRM more powerful and improving the experience of managing client companies (which may have multiple associated client users).
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    April Highlights: Billing 2.0 and lots of improvements

    May 10, 2021
  • 2 min read
  • In April, the Portal team focused on billing enhancements, user experience improvements, and infrastructure improvements that make the product run faster.
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    March Highlights: Client assignment, Help center, and Link sharing

    Mar 11, 2021
  • 2 min read
  • In March the Portal team shipped client assignment, a help center, link sharing, and more.
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    February Highlights: Intake forms & Google Analytics

    Feb 28, 2021
  • 3 min read
  • In February 2021, the Portal team shipped a comprehensive Intake Forms module, Google Analytics, and dozens of improvements and fixes.
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    January Highlights: eSignatures module & Module management

    Jan 31, 2021
  • 3 min read
  • In January the Portal team shipped a comprehensive eSignatures solution. Unlike most eSignature products, our offering is tightly integrated with the rest of your portal. That means clients can now message you, share files with you, pay, and sign documents, all from one unified place.
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    December Highlights: Infrastructure month

    Dec 31, 2020
  • 3 min read
  • In December the Portal team focused on infrastructure and performance. We shipped better domain management, made cross-product improvement to make the product work in real-time, and improved our notification infrastructure.
    What's New