Update Notes | 08/21/2026

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Firms can add additional role-based restrictions to their users. You can assign a new Owner user level.
New Team Roles to describe Watchers on Projects.
Client Groups to restrict access to specific Entities.
These options must be enabled; please contact Support!

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We have added the functionality to add multiple recipients for file shares when adding through our file shares.
The above article is an example of the functionality but it now works across Outlook, Gmail, and the Share File feature on the desktop or web page!

A new Manage Existing Tasks button lets you pick a target project and delete multiple tasks at once. Files move to the project’s “recently deleted” recovery, and activity logs are recorded.

For programs that print multiple PDFs, we now combine multiple PDFs as one upload as long as they have a Client ID/identifying prefix.

The option is now available to unilaterally require code-based authentication for your firm users prior to access.

You can now upload files directly to a task via our API. To learn more, visit our API Deck.

We added a feature to hide the Client Portal link from clients' project menus. If your irm wants this feature, contact Support to enable it!

We’ve added a new firm setting for Questionnaire 1099 Consolidation that lets you pick how 1099 tasks are grouped. Please contact Support if you would like to change the default preference.
- No 1099 consolidation – every 1099 stays separate.
- Group by Institution (default) – uses AI to merge forms by payer.
- Group by Account – consolidates by account number into one brokerage statement.

When you run a query, MaxAI can now search beyond the files in the Project, and can find additional documents in the Entity's folders.

We’ve added endpoints to list the QuickBooks connections. MaxAI will only do read-only requests; it will not generate any direct changes.

When you upload K-1s, we now scan for the shareholder’s SSN and auto-select to 'Move' into that contact’s 1040 project (matching tax year), allowing you to quickly move it into their Individual Tax Project. Preparers can still override if needed.

When a client draft includes a K-1 that matches a firm-prepared business Project (same entity & year), that task now starts in Pending Review instead of To Do.

For Lacerte and Drake combined-PDF K-1s, we’ve enhanced our AI helper to pull the actual shareholder name from Part II, replacing generic “Shareholder #” labels.

We now include CLIENT COPY - K1 PACKAGE documents in addition to the original CLIENT COPY returns. Any GoFileRoom file whose description starts with “CLIENT COPY – K1 PACKAGE” will be pulled into Truss, just like the main client copy.

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We fixed an account status that showed a user as Invited despite having accepted the invite and being active in the program.
Corrected a UI display when using 'Run on Selection' in our Auto-Sort feature in Drive Templates.
Removed duplicate email signatures when an email signature is already present for a user.
Ensured the Move Task arrows remain during Review Mode after deleting a file.
Adjusted our recognition behavior to ensure taxing authorities remain in proper order.
Identified and corrected loading behavior when trying to split some PDFs.
Fixed an expiration issue with sent documents to prevent 'E-Sign Error Loading the Document' issues.
Corrected our engine to read assembly documents by strict page order.
Added protections to our built-in system tags to prevent accidental removal. The tags are now unable to be removed, keeping workflows and automations intact.