• Bug Fixes
    • An issue with certain email notifications going out daily has been corrected.
    • An Issue with mobile numbers not being saved for accounts outside of the US has been resolved.
    • The issue with the “Assign to Staff” button for Firm Passes has been fixed.
  • Minor updates to the CPE Certificates have been implemented
  • Compliance Manager Updates
    • An issue with the exporting staff reports for Delegated Admins as well as individual transcripts has been fixed.
    • In the My Professional Profile area:
      • When selecting the IRS Enrolled Agent or OTRP designation, the field will require correct format for the PTIN: it must start with the letter “P” and be followed by 8 digits
      • When selecting the CTEC Registered Tax Preparer designation, the field will require the correct format for a CTEC ID: it must start with the letter “A” followed by 6 digits
    • UPDATE: Issues with tracking the correct Yellow Book requirements are currently being looked at, an update will be posted when this has been resolved.