Improved

Fixed

Trust Accounting

<h2>Bug Fixes and Improvements</h2>Email Contact Information - We have refreshed older TA email templates with updated Stax.ai contact information.Quarterly Statement Period Start Dates - We resolved an issue where quarterly statement imports could use the wrong period start date and require manual correction. Statement Editing After Approval - We fixed a workflow issue that prevented statement edits after an internal approval had already been applied. Statement Visibility in TPA Plans - We resolved an issue where statements could appear in dashboards but not in the related TPA plan view.

TA Release 3.10.2026

Help Center

CX Platform

💡 Share your ideas

staxai

In Review

Done

In Progress

Planned

Next Up

Payroll

Client Portal

Compliance

Here’s what we have planned for the <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://Stax.ai">Stax.ai</a> suite of products.

Backlog

Stax.ai Universal Roadmap

Follow the development progress of Trust Accounting.

Trust Accounting Roadmap

Follow the development progress of the CX Platform.

Hey {name|there}! 👋

Stax.AI

TA Release 3.10.2026

Bug Fixes and Improvements