Update Notes | 10/02/2026

Index

💥 New Feature Release

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• Adds two new task types available via checklist templates or the API. The categories are Identification and Engagement Letter.

📈 Updates

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 🚀 Truss Prep

Drake File Support for Magnetic Prep 

• Magnetic submissions now accept Drake export files (e.g., .DI5, .DC5) alongside the existing .rtnbak, .rctrl, and .dat formats.
• Server-side validation recognizes the new file patterns, and the upload form's button and error messages were updated to reflect the expanded list.
• No change to the support workflow — Drake files can be attached like any other Magnetic data file.

AI File Tools Include Truss Prep Output

• list_files, read_file, and search_files now surface Truss Prep's prepared returns, workpapers, and review notes alongside client-uploaded files.
• Each Prep document is labeled with source: "truss_prep" plus vendor name and category (e.g., "tax_return," "review_notes") so it's clear at a glance which is which.
• Unsupported binary files (e.g., .dat) are filtered out, duplicate attachments are deduplicated, and existing access/download permissions still apply.

🪷 UI and UX

Unified Page Layout & Performance Improvements

• Projects, Contacts, Entities, Drive, E-Signatures, Action Items, and Tasks now share one consistent page shell.
• Faster firm logo loading.
• A new helper for formatting email template badges (1040/business/K-1, collapsing multi-entity summaries)
• Optimization that quickly loads task templates to cut extra queries.
• No change to upload or project-management workflows.
• .gov and .org addresses listed in Task descriptions now automatically convert into clickable URL links.

Watcher Filter on Entities Page

• The Entities list's Advanced Filter gains a new Watcher field, letting you filter by a chosen set of users. It behaves like the existing project watcher filter (includes direct and team watchers, respects visibility settings, ignores archived projects) and uses the same user picker as the Projects filters. A quick dropdown in the table header and filtering by role aren't included yet.
• Removed the one-role-per-project limit, so a single user can now hold multiple Team Roles on the same project.

🔗 Integrations

ChatGPT Permission Prompts

• Each supported ChatGPT action now declares the Truss permission it requires, such as viewing contacts, viewing projects and files, or creating tasks. If a user asks ChatGPT to perform an action that needs additional access, ChatGPT now prompts them to approve that permission before continuing, reducing failed actions caused by missing permissions. Behavior for other AI integrations, including Claude, is unchanged.

IRS Connect Setup Status & Recovery

• Contact and Entity IRS Transcript tabs now show exactly where IRS Connect setup stands instead of a bare "No IRS transcripts yet" message, including whether an account is queued, requesting transcripts, waiting on the IRS, requesting wage and income documents, or still retrieving transcripts.
• Queued accounts show their position in line and an estimated completion time, with status updating automatically about once a minute. If retrieval fails or the IRS hasn't authorized the firm's CAF numbers, Truss now explains the issue and offers a Try Again button that restarts setup using the firm's best available CAF while keeping any transcripts already retrieved. Access to status and retry follows each user's client-group visibility.

🪲 Bug Fixes

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🪷 UI and UX

Dark Mode QR Code Visibility

QR codes on the two-factor setup page and the mobile-upload QR modal rendered as black modules on a transparent background, making them invisible (black-on-black) in dark mode and unreadable by camera scanners. Fixed by baking a white background, so codes now display correctly and scan reliably in both light and dark modes.

Misaligned Actions Dropdowns & Selection Badge

"Actions" dropdown menus across projects, search filters, and entity types were getting cut off or misaligned, and the selected-item count badge appeared in the wrong spot or hid behind other UI. Dropdown alignment was corrected, and the badge now positions itself below its trigger button, so menus open fully, and the count badge reliably appears in the right place.

Manage Watchers Blocked for Non-Teams Firms

Firms without the Teams & Team Roles feature were entirely locked out of the Manage Watchers modal, unable to add or remove individual watchers. Other Watchers (individual add/remove) is available to every firm, and Manage Watchers is always accessible to project owners and full-access users.

Wrong "View Templates" Link on Engagement Letters Tab

On the E-Signatures page, clicking View Templates while on the Engagement Letters tab incorrectly sent users to e-signature templates instead of engagement letter templates. The button now checks the active tab's type and links to the matching template list.

File Share Reset No Longer Resets the Page

Resetting a file share's expiration date or regenerating its link redirected users back to the main File Shares page, clearing active filters, searches, and pagination — and could even close the Share K-1s window if the reset was triggered from there. Reset actions now update only the affected row in place instead of reloading the full page, so filters, search, pagination, and any open Share K-1s window are preserved, and confirmation messages appear without duplication. The File Shares page also got layout improvements, including a result count, clearer empty-state messaging, and better table spacing for filenames and actions.

Comment Access Authorization Fix

Fixed an issue with comments to lock editing to the original commenter. Access and restrictions are now applied uniformly based on permissions, access, and account.

📨 Reminders, Email, and Messaging

Empty Payment Reminder Emails

Clients were receiving "You have these outstanding payments" emails with no payments listed because the nightly reminder job flagged any contact on a project with a due payment task, regardless of who was responsible. A new check now confirms a contact has an active assignment on that specific payment task before sending, so only genuinely responsible contacts get reminders.

E-Signature Review Bypass Fix

Clients could use an e-signature reminder link to sign their tax return without first completing a firm's required review-and-approval step. Truss now checks whether the return still needs approval whenever a client opens a reminder link, unless a firm user is impersonating the client. If approval is outstanding, the client is redirected to the project page with a message to review and approve the return first, and can proceed with signing once it's approved.

🚀 Truss Prep

Magnetic Cancel Window Not Enforced

Users could cancel a Magnetic submission even after Magnetic's 30-minute cancel window had closed, which could leave Truss showing an error state instead of respecting a submission already in progress, and a later "canceled" update from Magnetic could overwrite a successful cancel back into an error. Truss now timestamps when Magnetic starts processing, blocks and explains cancellation attempts made after the 30-minute window, disables the Cancel button once that window passes, and permanently locks in a Truss-initiated cancel so later Magnetic updates can't revert it.