June 14, 2021


  • Professional customers can now create Organizations. With Organizations, you can share client data between different PRO users and can reassign ownership of family data to other PRO users, for example in situations where an advisor has left the firm or is on vacation. Sharing family data can be useful in many situations, such as to allow a senior advisor to review the work of junior advisors, or when an assistant updates financial data for a family before the advisor runs a report. Note that all members of an organization must have an active PRO license for our software.
  • You can now export a Social Security earnings record as a comma-separated values (CSV) file and re-import it. This is helpful in cases where for any reason you need to delete and re-enter family data. You can now save and re-import the earnings without having to download from the Social Security Administration site.