Change Log v2.20
Changes include:
- New tax strategy filters w/ auto-selecting based on criteria
- New memberships w/ progress bar
- Ticket mining will now include Tax Plan, Estate Plan, Wealth Plan, Business Plan, and Audited (we are adding Bookkeeping next launch because that one is more complex)
- "Tax Plan" across the board in every app (instead of "Planning)
- In-app chat notifications for preps and firm users with little red circles when a new message is available
- Allowing firms to edit Salient Tax Info
- A bunch of co-pilot/auto-pilot changes
- A bunch of bugfixes and small visual changes