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Update Notes | 06/22/26

Index

💥 New Feature Release

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  • We have added email activity in the Contact record! With our Email Sync enabled, emails that are sent to firm users will draw into the Contact's activity record for a unified view of Truss activity and client communications!
  • To see more, visit our article on Contact Records.

Note: If you do not have Email Sync enabled, reach out to our Support team!

 

📈 Updates

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Contact & Entity Data

  • Expanded entity exports to include secondary contact emails and related contact columns. Learn more in our article about Exporting Entities.
  • Added support for default saved filters on contacts and entities. Learn more in our article about Filtering Contacts & Entities.

Project Management & Views

  • Added filtering and sorting by reminder schedule on projects, and made it more visible when filters are applied. The Client ID is also visible on the Active Projects page. Check out the changes in our Filtering and Sorting Projects article.
  • Added better archived-project visibility, including archive date sorting and activity context. We added functionality to mass-archive e-signature requests without losing the active filter. See these changes in our Archive Projects Page article.
  • Enabled firm-initiated sharing of tax returns from within the project. This allows firms to share the return to clients or third-parties as needed without additional workflows. Read up on it in our Sharing a Return guide.

Bulk Operations & Automation

  • Added status dates and active-only filtering support to Zapier project data. This exposes more project fields so integrations can work with fresher lifecycle information.
  • Added a bulk task creation API endpoint for checklist and setup automation.
  • Fixed bulk-created project tasks so spouse assignees are included correctly. To see the changes, follow our Creating Bulk Projects from Contacts article.

K-1 Management

  • Improved K-1 resend handling after correcting a recipient's email. We added better confirmation and reshare behavior, allowing firms to safely resend to the right person without breaking tracking. 
  • We improved the flow to attach all K-1s to the relevant Project Task and added a report displaying already-delivered K-1s. View the resend flow and distribution page in our Distributing K-1s article.
  • Replaced generic shareholder names, such as “Shareholder 1,” with actual recipient names extracted from the PDF.
  • Added support for ProSystemFX K-1 packages, ensuring those K-1 package sections parse and split correctly.

Extensions

  • Added support for extension wording and handling when the uploaded package is detected as an extension item. Changed extension-related review language so clients see “extension” instead of “tax return” in the right places.
 
  

Document Management

  • Added document categories to checklist template documents. These display as flags above the tasks. You can see how to add them in our Using Checklist Templates article.
  • Added search functionality to recently deleted documents in Drive. Check out Deleted Files in Drive for more information.
  • Added TIN mismatch detection for documents uploaded into projects. We now flag files whose extracted EIN/SSN doesn’t match the project’s known IDs so firms can catch misfiled documents earlier. You can see the warning icons in our Reviewing and Downloading Client Uploads article.

Workpapers

  • Improved the Update Workpapers experience so users can better understand what will be added during refresh by making pending/approved additions more explicit.
  • Added the ability during Workpaper Editing to allow reviewers to clear flags created by someone else.
  • Added categories for questionnaires and engagement letters so they sort better in workpapers.
  • Made free-text annotation while Using Workpaper Mode default to the user’s chosen annotation color instead of sticking to blue.

Payments

  • Added a “Payment Pending” state and better failure handling for ACH payments. This preserves the payment workflow while correctly recovering when an ACH payment later fails or expires. Check this out in our Manage Payments article.
  • Expanded the datasets captured in our exports to show a fuller picture of payment activity.

Notifications & Communication

  • We moved Typeform completion notifications into the main Notification settings so that form-completion email preferences behave more like the rest of our notifications.
  • Added more context on when notifications were forwarded. The forwarded notification displays who forwarded the item, and hovering over the flag shows the date and time that it was forwarded. 
  • Added a setting that lets firms receive upload notifications before a project is first sent for review. This allows for earlier upload visibility as needed.
  • Added per-client control for mobile-only security code delivery. This lets firms enforce SMS-only verification for specific contacts without changing the whole firm’s default behavior. The way to enable this is shown in our Contact Records article.

OCR, Naming & PDF Processing

  • Enabled OCR/Magic naming support for PDFs produced via PDF cover-page scanning. The renaming feature now works on split-scanned subfiles. To see this in action, visit our Split PDF Documents article.
  • Added support for converting JPEG 2000 (JP2) uploads to PDFs. See our full list of Supported File Types for Upload.
  • Fixed estimated-payment tagging so projects with estimated payments are tagged correctly, and false positives are reduced.
  • Cleaned up summary email/list generation for estimated payments by removing duplicate bullets and adding quarter language.

Client Portal & UX

  • Upgraded the client invite report with better visibility into completion state, sorting, and management actions. This allows firms to track and clean up invite lists more easily. See more in our Managing Client Invites article.
  • Added search functionality to tags across the program to make finding and applying tags easier. You can see this functionality in our Active Projects Page article.
  • Made clicking a visible comment open the full comment drawer on the client side.
  • Added a client-portal path for direct firm document drop-off. This allows clients to upload secure documents even when they don’t have an open project task waiting.  Look deeper in Dropping Off Files in Client Portal.
  • Added scrolling functionality to the Project Status dropdown.

Integrations

  • Shipped Truss Prep support for ProSeries

 

 

🪲 Bug Fixes

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Contact & Project Management

  • Fixed a 500 error tied to the Watching list being enabled on login. We cleaned up the filtering path so users can reliably land in the app without tripping a server error.

  • Fixed a filter loophole with 'Watching' projects where the filter could obscure owned projects.

  • Fixed a minor merge error that could occur when merging Contacts.

  • Fixed a sync loop with Karbon to reduce duplicate contacts being created due to edge cases such as fiduciary trusts and missing emails.

  • Fixed a display issue where duplicate project names were showing to clients even when only one actual project existed.


E-Signature & Verification

  • Prevented invalid date-of-birth entry during KBA flows, which could block clients from completing e-signature verification. We added validation so clients can’t enter today or a future date as DOB.

  • Added validation for e-signature dropdown fields so blank-option documents can’t be sent. This prevents invalid-signature packets from reaching signers who would otherwise be blocked from completing them.

  • Fixed an e-signature issue where draft/unsent e-sign packets appear to clients as actionable signature work.


Document Processing & OCR

  • We improved cover-page matching so scanned uploads are more likely to land in the correct tasks by broadening our accepted OCR formats.

  • We improved the way that our program handles corrupted/miscoded text when extracted from the PDF to prevent pages not being split correctly.


Workpapers & Document Generation

  • We fixed an edge case for Workpaper generation where the document can duplicate the pages when initially compiled.

  • We added a defensive fix around corrupt workpaper saves that could leave pages blank with only checkmarks showing, preventing loss of work.

  • Fixed an issue that prevented the saving of the new positions when moving items around in Workpapers when Tasks shared the same name.

  • Fixed a duplication issue where editing the Workpapers could create duplicate entries for existing items.

  • Fixed a cursor alignment issue for placing marks when non-default zoom settings are applied.

  • Fixed a Worksheet bug where the firm could access the client experience and zero out current-year values or fail to generate the output file.


Notifications & Email Logic

  • Fixed emails that were being sent even when no pending client items should have triggered them. We tightened the reminder/update email logic to reduce false or confusing notifications.

  • Fixed a case where previously approved unzipped files appeared as “New files for your review” in update emails.

  • Stopped prior notifications from triggering when a Project is reassigned, preventing newly assigned users from getting buried in stale historical notices.

  • Fixed K-1 reply/no-reply routing . We added a configurable default sender for edge-case automated email routing so messages no longer fall back to the oldest user.

  • Fixed the file-share review link so firms can access and verify what was sent without triggering notifications or MFA requests.


State & Locality Detection

  • Corrected a locality inference when state names appear inside other state names (i.e Kansas instead of Arkansas).

  • Improved the way our system parses data from instruction pages to prevent incorrect address generation.

  • Improved LLC fee matching when multiple SMLLC businesses exist. We created better name-based matching so vouchers attach to the correct LLC payment task.

  • Fixed 1041 voucher ordering/matching issues so Q1-Q4 appear in the right order and align to the correct pages.


UI & Usability Fixes

  • Prevented whitespace-only comments from being submitted. 

  • Fixed the gift box / “What’s New” icon so it now displays product updates properly.

  • Fixed a PDF viewer leak where text from another layer showed through behind pages during review.

  • Fixed the Scanned PDFs with Cover Pages report. The index now shows the expected number of items. We added status filtering to locate errors more efficiently.

  • Replaced “Unknown activity” events with the proper SMS activity entries in history/activity views.

  • Removed deactivated users from the e-sign recipient list.