Client reminders are now more precise about who they reach and who they come from. Reminders only go out for tasks that are actually past due, and you can choose which contact roles receive them and which role they're sent from — so clients hear from a real, configured contact instead of a generic system address.

Set your sender and recipient roles in Reminders and Notification settings.

Multipage support for Government Filings

Some 5500 filings need more line items than a single form page can hold — a Schedule C with a long list of service providers, or a Schedule I with dozens of plan assets, for example. Until now, Government Filings forms and schedules were limited to what fit on one page, which meant extra manual work to get a large filing into shape.

Now, any form or schedule that runs long automatically flows onto continuation pages — no manual splitting required. Validation and data population have been updated to handle these additional pages correctly, so nothing gets missed or duplicated when a filing spans more than one page.

This is live now for Government Filings pilot teams preparing 5500 series filings.

Improvements

• Government Filings — Signer pages now show the plan's relevant contacts, making it easier to confirm the right person is signing.

• Government Filings — Removed a redundant toggle from the signer flow, simplifying how you assign signers.

Fixes

• Automations — Fixed an issue where the Create Company automation could save a raw field reference instead of the actual company name value.

• Data — Fixed an issue where data fields could revert to older values, fail to display until clicked into, or hide their data when the field was renamed.

• Government Filings — Fixed an issue where certain export formatting and checkbox fields didn't render correctly.

• Government Filings — Resolved an issue that prevented reordering tasks within a filing project.

• Government Filings — Corrected plan characteristic codes that could populate incorrectly on a filing.

• Government Filings — Fixed an automation issue that could interrupt launching a new filing project.

• Government Filings — A filing's status can no longer change after submission, except when it's approved or rejected.

• Government Filings — Fixed a case where a filing's status could revert to draft unexpectedly.

• Government Filings — Fixed an issue where form validation could misfire on continuation pages added to a filing.

• Government Filings — Corrected submission field values on certain 5500 schedule templates.