Release Notes – Platform Enhancements, Security Updates & Feature Improvements

1. PDF Style Customisation

A new PDF Style Customisation section has been added to Settings, allowing users to configure the default appearance of generated PDF documents.

Available Options

• Header color + Footer color
• Section background color
• Section heading text color

These settings automatically apply to newly generated PDFs across the platform.

2. Platform Encryption Enhancements

Additional security measures have been implemented to strengthen data protection across the platform.

Included Areas

• Accountant Portal
• Client Portal
• Static Website
• Mobile Applications

Improvements

• API request payload encryption
• API response encryption
• Enhanced protection of sensitive data during transmission

3. Individual Engagement Form Improvements

The Individual Engagement Form has been streamlined to improve usability and completion rates.

Changes

• Reduced to 5 steps
• Improved field organisation
• Faster and more intuitive completion process
• Resume functionality retained for offline and partially completed submissions

4. Broadcast Folder Category Filters

The Broadcast Folder feature now supports category-based targeting in addition to existing client status filters.

Supported Categories

• Individuals
• Partnerships
• Companies
• Family Trusts
• Unit Trusts
• Associations
• SMSFs

This enables more precise folder creation for specific client groups and entity types.

5. File URL Protection Security controls for document attachments have been enhanced.

Improvements

• Direct access to file URLs is restricted
• Files cannot be downloaded by manually opening attachment URLs
• Access is validated through secure token-based authentication

Modules Affected

• Accountant Portal
• Client Portal
• Document Management Modules

6. Task Module Enhancements

Updates have been made to the Task Module Kanban Board to improve usability and performance.

Improvements

• Refined board layout
• Enhanced column rendering
• Optimised data loading
• Smoother user interactions

7. Business Document Hub Updates

Document upload functionality within Client Profile Document Hubs has been fixed.

Improvements

• Successful uploads from the Main Document Hub into Client Profile Document Hubs
• fixed upload reliability and processing of files

8. Entity-Based Form Filtering

Form Requests now display forms relevant to the selected entity type.

Examples

Partnership Profiles

• Partnership Engagement Forms
• Partnership Registration Forms
• Active custom forms

Company Profiles

• Company Engagement Forms
• Company Registration Forms
• Active custom forms

Individual Profiles

• Live prebuilt forms
• Active custom forms

This ensures users are presented with forms relevant to their selected profile type.

9. NSB Cyber Report Enhancements

Enhancements have been applied regarding Security concerns in NSB Cyber Report.

Improvements

• Improved Code to avoid injections and fishing of unauthorized Requests.