Update Notes | 09/04/2026

Index

💥 New Feature Release

Click here to return to the Index.

 🔻 Organizer Tax Software Drop-Down

• We added a new tax software drop-down on the Upload your Organizers page so you can adjust the tax software on the fly!

🪴 Renewing Expired Signatures

• For expired signature requests, we created a new method to renew them so your clients can try signing again!

📈 Updates

Click here to return to the Index.

 ✨ New Firm User Interface

• We’ve updated our look! You can now toggle on our new Sidebar in your personal settings to our new user experience! This change will be made permanent after extension season.

📶 Project Column Settings

• You can now add, remove, and reorder the columns in the Project report to fit your own needs!

🕶️ New Client User Interface

• You aren’t the only ones with a new look! The client landing page has also been updated with a new left-hand navigation menu and a cleaner interface. You can see it in our walkthrough article here!

🔗 Truss Tribe Community Link

• If you want quick and easy access to our community page, reach out to us! We can toggle on a navigation link in your Settings!

🌐 Integrations

▶️ QuickBooks Entity Button

• We added a shortcut access button to your connected entities next to the QBO icon in your integrations!

🤖 New API Features

• We have added new API endpoints to request and assign URLs and we exposed Project Complexity as a data point.

• API and Webhook file-URL availability has been extended to one hour!

🪲 Bug Fixes

Click here to return to the Index.

 🔨 Project and Task Creation

• Project creation no longer aborts when ZIP verification fails; it omits the ZIP instead and continues with the process.
• Standalone K-1 packages were being attached to return tasks; we introduced filename logic to filter them into the correct K-1 task.
• Multiple Schedule C uploads created only the first task; we corrected processing, and items should now separate into their respective tasks.

🧑‍💻 Apps & Integrations

• Karbon contact links opened Triage after URL changes; we corrected link compatibility to ensure the contact links opened the Karbon record directly!
• A connection issue between our support program and Multi-Factor Authentication was corrected to prevent false negatives.

📐 Formatting

• We created intelligent regex searches for client and firm comments, redacting potentially sensitive data that might be shared through that format.
• Corrected email signature formatting issues.

💌 Notifications

• Moved notifications to the top if a notification was added to an existing item, and ensured that email and in-app notifications were triggered successfully.