v1.1.16
26th Nov 2024
Improvements
- Option to delete contacts in bulk.
- Remove mandatory tag selection at the time of creating other task having one-time as period.
- Various small improvements in the contact import template for easy importing of contacts.
Bugs Fixes
- Resolved the issue of showing incorrect time required in contacts imports.
- Resolved the issue of showing incorrect progress at the time of importing contacts.
v1.1.15
22nd Oct 2024
Bugs Fixes
- Resolved the issue in export of custom field details in client export.
v1.1.14
13th Oct 2024
New Features
- Now user can copy link of the task quickly by clicking on the Task Number shown in the left top corner of the task details popup.
Improvements
- Option to export contacts in excel format with or without country code.
Bugs Fixes
- Showing error at the time of creating client or contact import sheet in case firm have duplicate user name.
v1.1.13
02nd Oct 2024
New Features
- Adding Reports right for the user. By default, all the admins of the firm have the rights to view all reports. You can now control the manager user rights for reports. By default, employee do not have any report rights option. Although, all the user will be able to see their own reports like time tracking or activity.
Improvements
- Update the complete logic of users in PMS. Now we have concept of removed user in place of inactive/deleted user. Also, these removed user will be shown in various users dropdown like at the time of searching task or running reports. However, only active user will be allowed to be allocated to a task or as a default user for a client.
Bugs Fixes
- Resolved the issue of inviting or deleting user by the admin or the manager who has user rights.
- Resolved the issue of not showing deleted or inactive user in user dropdown for searching or running report.
v1.1.12
15th Aug 2024
New Features
- Option to delete clients in bulk.
Improvements
- Add years beginning from financial year 2001-02 for Other Task in case of yearly time period.
v1.1.11
11th Aug 2024
Bugs Fixes
- Resolved the issue of saving GST clients at the time of importing clients due to Type of Clients restriction.
v1.1.10
10th Aug 2024
Bugs Fixes
- Resolved the issue in marking any GST return as completed for the month or quarter ending in March. This issue is due to the changes in the GST API.
- Resolved the issue of default status which does not correctly shown in the new firm.
- Resolved the issue of saving passwords at the time of client import.
v1.1.9
22nd July 2024
Bugs Fixes
- Resolved the temporary issue in searching clients which started appearing after the release of v1.1.9.
v1.1.8
21st July 2024
Improvements
- Updating top search to include PAN, TAN, CIN, LLPIN (in clients) and PAN along with DIN (in contacts) for searching.
- Increasing the limit of client notes to 2000 characters.
- Allowing various special characters in client notes.
- In task detail popup, changed “Other” to “Other Users” and “Working” to “Working Users” to have same name convention.
- Updating the left menu with a new option called Helpful Links to include the followings link (for better UI): –
Other Changes
19th July 2024
Add Known Issue for listing all the current issues which we are aware of.
v1.1.7
17th July 2024
Improvements
- Adding all the countries in the country code list for the contact person.
Bugs Fixes
- Remove the validation of 10 digits in case of contact number belongs to any country other than India.
- Resolving the issue in generating the activity report in some unique cases.
Other Changes
14th July 24
Release of beta version of a new chat box. This chat box uses AI to answer your questions directly from our support guides. Please use our AI assistant for all of your queries. We will keep training this AI to provide you better answers.
Other Changes
23rd June 24
Add Status Page for checking the availability of PMS Frontend and PMS Backend
Release Support Guides for PMS (still adding new support guides on regular basis)
v1.1.6
20th June 24
Improvements
- Giving the option to clear single dropdown in all the places (excluding task search) except where the dropdown option is mandatory.
v1.1.5
16th June 24
Improvements
- Keep the task list page as it is (search result, page number, scroll position etc) as it is even after the close of popup. Previously whenever user close the task popup the page get reset.
v1.1.4
02nd June 24
New Features
- Option to set or change password under Profile.
Improvements
- Direct login into the PMS once you reset the password.
- Request a new OTP to verify email after the signup.
- View and hide option for password at the time of resetting password.
- Allow user to save login details related to GST and Income Tax even client falls under Other only.
- Added restriction system wide for all the users to have maximum 2 free workspaces in their account (either owned or invited). It will not impact the users which have more than 2 free firms but those users will not be able
- to convert any trial to free firm or
- to invite any users which have more than 2 free firms or
- to accept any new invitation for a free firm or
- Redirection of the user to the firm page if he has any invitation pending.
- Various design changes to make application more user friendly on mobile.
Bugs Fixes
- Allow special character “.” in the client name.
- Resolved the issue of not showing correct IP in Login Session listing.
- Allow user to select the correct income tax return type in case of company
v1.1.3
15th May 2024
New Features
- Release of Android Mobile App
It is not available to public right now. As per the Google Policy, the new App will be released for internal testing and will move out to public only when the app is used by at least 20 testers for minimum period of 14 days. If you want to try the app then you can mail us on support@taxpido.com to add your email as tester and then you will be able to download the Android App from this Google Play Link.
Bugs Fixes
- Resolved the temporary issue in saving ToDo edit which start appearing after the release of v1.1.2.
v1.1.2
11th May 2024
Improvements
- Option to delete custom field even if it is used in contact or client.
- Improvement in showing the error message at the time of saving special characters which are not allowed.
Bugs Fixes
- Issue of deleting blank custom field even it is not used anywhere in contact or client.
- Resolved the issue which leads to data removal in the custom field in some unique cases.
- Resolved the issue of converting numbers into date at the time of saving for custom fields.
- Resolved the temporary issue of session out at the time of Google Sign Up/Google Sign In.
- Resolved the temporary issue in saving ToDo due to mandatory description which started appearing after the release of v1.1.1.
v1.1.1
01st May 2024
New Features
- Google SignUp and Login – Option to login and signin via Google SSO
- GST Return Status – Option to check the all the GST return status on GST Portal for a particular financial year
- Session Tracking – Check all the active session and option to logout other session under Profile -> Login Session
Improvements
- Dashboard – Add a section of Todo on the Dashboard for the user
- ToDo – Option to change the list of a ToDo item
- ToDo – Increase the ToDo description limit to 2,000 words
- ToDo – Allowed various special character in ToDo
- ToDo – Added option to sort the ToDo item in a list according to the due date
- QRMP Status – Showing the number of clients for which QRMP is not updated at the time of creating GST Task
- Direct LogIn for the new user after validating the email verification code
- Given option to the user to verify the account if user try to login with correct credentials
- Enhanced the speed of the whole application at least by 1.7 times
- Notification bar in the bottom to share new updates, upcoming maintenance etc
- Option of Roadmap and Change Log in the side menu
- Option to view compulsory field in add/edit client
- By default hide side menu in all the pages of the application
Bugs Fixes
- Issue of having a same GST return task due date for multiple task created together.
- Issue of showing all Todo irrespective of the selected firm
v1.1.0
01st April 2024
Release of TaxAdda PMS as TaxPido PMS after distribution of TaxAdda Software Division.
Concise History of TaxAdda PMS
We developed TaxAdda PMS for our internal use to manage clients task to whom we were providing GST and IT Return Services. After using it for more than a year, we released our first PMS version in April 2019. We kept on developing the application as per the needs of the user. However, the application was unable to provide the user experience which we want to offer to our users. Therefore, our team decided to create the whole application from ground zero and released the current version of PMS in April 2023.