April 2026 Release
Released May 25, 2026
Welcome to our biggest update yet! This month, we're focused on making your workflow smoother and your insights sharper. We've completely revamped the Tax Snapshot to give you a clearer view of your liabilities, and, by popular demand, Light Mode has finally arrived, offering a fresh, high-contrast look for the entire platform. On the automation front, your NextGen Insights will now generate automatically the moment a questionnaire is submitted, saving you manual effort and providing instant value. Plus, you can now add those insights directly to the Task Manager, ensuring that every discovery turns into an actionable plan. Dive in and explore the new features!
NewTax Snapshot 3.0 — Built by our tax and product experts to give you the most accurate, customizable, and client-ready tax return summary on the market.
NewLight mode (finally) — Toggle between light and dark mode anytime using the sun/moon icon in the top navigation bar.
NewNextGen Tax Insights — now with Top Insights and Task Manager integration — We've made Tax Insights more actionable and easier to prioritize.
NewImproved client search — The client search bar is now fully responsive. As you type, the client list below updates in real time to show all matching results.
Tax Snapshot 3.0 is here
Our most significant Tax Snapshot release yet. Built by our tax and product experts to give you the most accurate, customizable, and client-ready tax return summary on the market.
New: additional tax exposure boxes
Five new boxes give you clear visibility into the 'extra' taxes that often catch clients off guard
- Self-employment tax
- Social Security tax
- Additional Medicare tax
- Net investment income tax
- Medicare premiums (IRMAA)
Each box clearly shows whether the extra tax applies for this client, and just as importantly, when it doesn't apply, it shows how close the client came to the threshold. That makes it easy to spot clients who are one income event away from a new tax exposure and proactively plan around it.
New: Portfolio Analysis sections
A new series of portfolio-focused visualizations shows where investment income is coming from and how it's taxed:
- Income composition: a treechart/area chart shows the proportional breakdown of income generated by the portfolio at a glance
- Dividends and interest detail: dedicated sections for dividend-bearing and interest-bearing accounts, with toggle options to display either a bar chart comparing taxable vs. non-taxable income, or a pie chart showing the income contribution from each specific account
This gives advisors a clear way to walk clients through which accounts are driving taxable income and where there may be opportunities to reposition assets for better tax efficiency.
New: drag-and-drop layout customization
You can now fully customize the layout of your Tax Snapshot to fit your client conversations and your firm's style.
- Reorder any box: click and hold the header of any box, then drag it to the position you want
- Resize boxes: toggle any box between half-width and full-width using the resize icon in the top-right corner of the box
Enhanced graphics across every section
New and redesigned visuals throughout, built by subject matter experts to make complex tax data immediately understandable for clients, all backed by our industry-leading extraction accuracy and validation engine.
How to get started
Open any client's Tax Snapshot and you'll see the new 3.0 layout by default. Use the customization controls to arrange the snapshot the way you want to walk clients through their return.
Light mode (finally)
Light mode is here. Toggle between light and dark mode anytime using the sun/moon icon in the top navigation bar. Your preference is saved across sessions.
NextGen Tax Insights: now with Top Insights and Task Manager integration
We've made Tax Insights more actionable and easier to prioritize.
New: Top Insights section
The five most relevant insights for each client now appear at the top in a dedicated Top Insights section, marked with a star ⭐️. These are ranked based on the client's age, net worth, tax bracket, and business owner status, so if you only have time to review a few, you're seeing the ones that matter most.
New: send insights to Task Manager
You can now turn any insight into a trackable task without leaving the page.
- Click the Add to Task Manager button on any insight
- Annual review and refresh of state-specific credits and deductions
- Customize the task text
Improved client search
The client search bar is now fully responsive. As you type, the client list below updates in real time to show all matching results — no more clicking through to see if you found the right client.
How to use it
Start typing in the search bar at the top of your client list. The list filters live as you type, showing every match across primary client first name and all last names. Clear the search to return to your full client list.
Let us know if you have any questions about the new features!
December 2025 Release
Released January 19, 2026
We're excited to introduce a new round of enhancements across Tax Upload, Tax Projector, Tax Snapshot, and NextGen Tax Insights. These updates reflect extensive behind-the-scenes work, including major 2025 tax form changes driven by OBBBA, and are designed to improve accuracy, flexibility, and planning power for all users.
NewTax Upload: Support for 2025 Tax Returns — Users can now upload 2025 tax returns directly into the platform.
UpdatedTax Projector: New 1040 Checkbox Enhancements — The Tax Projector is now updated to include the new 1040 checkbox items introduced for 2025.
UpdatedTax Snapshot: Full 2025–2026 Data Refresh — Tax Snapshot has been updated with all new applicable federal and state data for 2025 and 2026.
UpdatedNextGen Tax Insights: Updated & Ready for 2026 Planning — NextGen Tax Insights has completed its full annual refresh and is now fully aligned for 2026 tax planning.
Tax Upload: Support for 2025 Tax Returns
Users can now upload 2025 tax returns directly into the platform. This year's update required substantial redevelopment due to significant IRS redesigns, primarily resulting from OBBBA-related changes, along with several non-OBBBA form adjustments. Our system now fully supports these updated structures, ensuring accurate parsing, mapping, and data extraction across all new 2025 form layouts.
Tax Projector: New 1040 Checkbox Enhancements
The Tax Projector is now updated to include the new 1040 checkbox items introduced for 2025. These visual indicators (displayed via image-based form previews) provide improved clarity around IRS reporting requirements. Users now have the option to collapse these new checkbox lines. The resulting PDF can be generated with or without these expanded sections for a cleaner or more detailed presentation, your choice.
New Form: Schedule 1A. We've added full support for the IRS's new Schedule 1A, which includes key 2025 OBBBA-driven deductions:
- Senior deduction
- No tax on tips
- No tax on overtime
- Car loan interest deduction
All Schedule 1A values flow automatically into the updated deductions section on the 1040, ensuring accurate projections.
Tax Snapshot: Full 2025–2026 Data Refresh
Tax Snapshot has been updated with all new applicable federal and state data for 2025 and 2026, including:
- Updated brackets, deductions, credits
- Annual review and refresh of state-specific credits and deductions
- Structural adjustments reflecting IRS and state-level law changes
This ensures your snapshots remain up-to-date and compliant for both current and forward-looking scenarios.
NextGen Tax Insights: Updated & Ready for 2026 Planning
NextGen Tax Insights has completed its full annual refresh and is now fully aligned for 2026 tax planning.
All underlying logic, assumptions, IRS data, deduction rules, and scenario intelligence have been updated, ensuring the feature continues to deliver high-value, forward-looking planning insights with the latest regulatory changes built in.
Let us know if you have any questions about the new features!