Enhancements to our move functionality to enable more freedom and scope for moving folders/files
Permissions-based enablement of bulk import features
Bug fixes and varied improvements to UX

Version 2.6.3

Updates:

Version 2.6.4

What’s New:

CoraAssistant: A brand new feature that acts as a personal assistant to accountants. Will automatically follow up with clients and remind them (or if needed, nag them!) to finish the tasks that accountants have set for them in Organizers. Can be configured to have different personalities, including easygoing and firm. This is a pivotal feature for Basil that we expect will have a lot of innovation and improvement in the future.
CoraSync: Allows customers to install a desktop application (like Qbox but more specialized) that lets them download all of their Basil data into well-organized desktop folders. This prevents lock-in to Basil, which is something that new customers may have doubts about. It also gives customers that might have a "fear of the cloud" an assurance that at any time they can download their cloud data to their desktops as a backup.
Budgeted hours can now be set by quarter-hour (15min) increments

Updates:

Organizers
- Notes included in Organizer tasks
- Ability to duplicate an Organizer template and add/remove tasks
- Ability to drag and drop tasks to re-order them
eSignatures: Drop-down list of users shown when assigning eSignature owners, so that it's easier to type in emails
Ability to show and hide columns to allow for longer file name visibility

Version 2.6.5

Updates:

Version 2.6.6

Updates:

Ability to purchase additional storage beyond the amount provided for each team member
Account Owners and Team Members (Admin) can manage notifications for Client Owners
Users can now search for clients and files by status
- Client search statuses: joined, invited, not invited
- File search statuses: draft, pending, signed

Version 2.6.7

Updates:

Bulk Upload
- Introduced a new verification screen in the Bulk Upload workflow. This screen lets users see if there are any errors in their folder/file structure before initiating the upload, allowing them to fix problems without spending time on the upload process.
- The verification screen also shows users what folders/files are already uploaded; these will be skipped.
- Client names will now be replicated exactly from their source folders into Basil. Spaces will be accepted.
- The first letter of folder names can now be either uppercase or lowercase.
Dashboard
- The “Clients” placard is now clickable and will show a popup that breaks down the number of users invited, not invited, and joined.
- The “Share” button for businesses and subsidiaries has been removed from the three-dot menu and moved to its own icon in the bottom-right of the icon, for better visibility.
- New filters inside the “Share View” to filter by invited, non-invited, and joined users.
Email notifications are now on by default for client users (admin, regular, consultant)
A primary user can now be added to an existing corporation. This user can also be edited and deleted.
Unregistered users will now receive an email confirmation that they have signed a document.
eSignature blocks now include timestamps in addition to datestamps.

Version 2.6.8

What's New:

Additional supported file types (DOC, PPT, XLS)
KBA - knowledge-based authentication
- Needs to be enabled from Support Admin Dashboard
New client types: Individual and Projects

Updates:

Enhanced UX for cell phone number verification
Change client type by user
eSignature UX
- If only one user is signing, all elements are automatically allocated to that user
- Initiator can sign the document before sending the document out to others
- Improved UI to identify eSignatures more easily
Organizer
- An organizer can be created in two steps
- Changes to Organizer and Organizer templates to provide consistent details
- Inclusion of a calendar link for meetings
- View organizers by year