Skip to main content

Knowledge Base

Support Center

Start with the support agent or browse the knowledge base for answers to your questions.

Ask the support agent

Just ask a direct question or search related articles from the Knowledge Base.

Latest feature updates

View full release history

04/15/2026

Expanded checklist status controls for preparers

Preparers can now reopen review-flow controls while a linked workpaper is In Progress, Ready for Review, or JE Prepare to adjust reviewers and status as needed, while status changes stay disabled after Posting.