What we've been shipping

A continuously evolving platform. Here are the highlights from recent releases.

April 18, 2026 · v2026.04

New Reports module: case status, outstanding documents, revenue, SLA, workload, referrer commissions
Excel + PDF exports with background generation for large reports
Bulk Assessment Year rollover wizard with preview and per-client overrides
Notifications fan-out on bulk case creation

March 12, 2026 · v2026.03

February 06, 2026 · v2026.02

Your firm. Supercharged with Taxos.

Spin up a branded tenant in minutes. Bring one client, one case, one workflow — and feel the difference before lunch.

Loading…