Wow! What a month! We've released some amazing new features for our users in October.  Have a look at some of the stuff we've been working on!

  • Added the ability to save and reuse report filters.
  • Added improved user experience in the Virtual Minute Book.
  • Added the ability to edit the legend on create/edit transactions and create/edit share certificates.
  • Added the ability to hide transactions related to share classes that have been marked as inactive.
  • Optimizing and making the presentation of larger lists more efficient for our users.
  • Added incoming Directors and Officers to the Entity overview screen.
  • Added the ability to e-file incorporations/formations in British Columbia with confirmations and documents back from the registration authority within 5 minutes.
  • Added "Change of Address" task with corresponding e-file capability in British Columbia.
  • Added the ability to set the default currency for an Entity.
  • Added the ability to indicate that a shareholding has a lien or encumbrance, with warnings to the user on potential transaction.
  • Adding e-mail alerts on task due dates.
  • Added a bunch of new date-based report filters.
  • Added a simplified way to set shareholder restrictions.
  • Added additional entity types.
  • Added the ability to save an reuse virtual minute book structures from an entity template.
  • Added filtering for EP Registrations and Trademarks.
  • Added the ability to filter histories on corporate events.
  • Improved the presentation of fiscal year-end, and other bring-forward dates.
  • Refined the presentation and scope of the Entity Overview screen for Summary Only users.
  • Added Business Office to Entity Overvew screen.
  • Improving overall layout and experience of the dashboard.
  • Plus many more refinements designed to make our users more efficient.
Did this answer your question?