We’ve released several improvements across the Stax.ai platform to make your experience smoother, faster, and more reliable. Here’s what’s new:

Better Reliability When Connecting Payroll Providers

We fixed an issue where payroll connections could sometimes appear duplicated or fail to show as "pending" correctly.
You’ll now see accurate connection statuses when linking payroll providers, preventing confusion and ensuring onboarding goes more smoothly.

More Accurate Payroll Sync Status

Our payroll sync service now correctly identifies when a client has no payroll field mappings set up.
Previously, the system might have marked a sync as “complete” even when required setup wasn’t finished—this has now been corrected so you always see the true status.

Faster & Smarter File Saving in Automations

When automations save files to client or shared folders, they now use an optimized method to determine where the file should go.
This means:

• faster automation runs

• fewer errors

• more accurate folder paths

Your files will consistently end up in the correct location.

Form Submissions No Longer Clear Existing Project Data

When a form is submitted, any existing project, client, or plan data will now be preserved.
Previously, submitting a new form might accidentally wipe out stored information — now, new data is safely added without removing what was already there.

This ensures your project data remains complete, consistent, and reliable over time.

More Control Over Client Portal Permissions

We’ve added a powerful enhancement to the “Invite Client to Portal” automation.
You can now configure exactly which permissions a newly invited client should have, including:

• Manage or delete other users

• Access billing settings

• View team communications

• View & upload shared files

This provides far greater flexibility—especially for TPAs managing different sponsor groups with varying privacy needs.

Thank You!

We’re committed to continuously improving the reliability and usability of Stax.ai.
If you have feedback or feature requests, we’d love to hear from you!