January 22, 2023

  • For PRO users: Organizations can now be set to either "user-to-user" sharing (the default, where you specifically choose which clients to share with which other members of the organization) and our new setting "share all" where all members of the organization can automatically view and edit other members' clients.
  • We no longer collect or store child names.
  • New Jersey taxes - Total income used to determine pension exclusion now excludes Social Security benefits and military pensions.