A new sign-in experience: The login page has been rebuilt around one-click sign-in with Wealthbox, Google, or Microsoft, plus an option to have a sign-in link emailed instead of typing a password. Users who prefer their username and password can keep using them.

(Sep 9) Advisors set a password during onboarding and connect accounts later: New advisors create a username and password as part of onboarding. Wealthbox, Google, and Microsoft can be connected afterward from Account Integrations.

(Sep 9) Clearer messages when an account link fails: If a sign-in account cannot be linked, for example because it is already linked to a different user, the Integrations page shows a message that can be dismissed instead of an error page.

(Sep 9) Internal user profiles are ready to go: Roles and rights have been cleaned up across White Label Settings, Estate Plan Management, Promo Codes, Pricing, and Admin Users. A new CSM Access right and an account-manager level for white-label settings let managers and leaders give each team member exactly the access their role needs.

(Sep 9) See which documents need a signature: Each document in the Plan Documents drawer now shows whether it requires a signature and whether it has been signed.

(Sep 2) Plans on hold can purchase notarization: Clients with a plan on hold can buy digital or mobile notarization. The Begin Notarization and Schedule Notarization buttons become available once the plan is ready to sign.

(Sep 2) Sandbox mode no longer creates real notarization sessions: Notarization started in Sandbox mode runs against the test environment, so advisor demos and internal testing never create a live session.

(Sep 2) Resubscribing with an outdated promo code now works: Advisors whose earlier subscription used a promo code that is no longer valid can resubscribe without the checkout being rejected.

(Sep 9) Wealthbox contact import works again: "Import contacts" and "Import All" from Wealthbox complete as expected.

(Sep 2) Tracking numbers are easier to copy: The tracking-number field on shipping records now shows the full number and has a copy button (internal stakeholders handling shipments).

(Sep 2) Printing: Married Separate Trust packages scan correctly: Barcode scanning now recognizes which spouse's trust is being handled, so couples whose trusts are delivered separately are matched correctly (printing and shipping staff).

(Sep 2) Printing: Print several documents at once: Select one or more documents from the documents list and print them together as a single, correctly paginated file. Previously each document had to be opened in its own tab to print.

(Sep 2) Response Summary restored in the comprehensive bundle: The comprehensive bundle PDF includes the Response Summary again.

(Sep 2) Long document names display cleanly: Long names now wrap in the Document History drawer instead of running off the edge.

(Sep 2) Escape key closes only the open menu: Pressing Escape while a menu is open inside a drawer closes the menu and leaves the drawer open.

(Sep 9) Completed notarized documents are protected: Uploading or removing signature pages can no longer replace or remove notarized documents or their session recordings.

(Sep 9) Add User always asks who pays for the seat: The "Who pays for this seat?" step is no longer skipped when the Add User drawer is opened quickly.

(Sep 9) Security hardening across the platform.