We made some bug fixes and improvements to the company creation and update pages:

• Fixed a bug that caused the company creation and update pages to hang.

• Information will refresh automatically on the company details, companies table, and contacts table.

We've made some improvements to the company creation and update pages:

• Tax identifier and address are no longer required

• Bug fixes when clearing the company search field

• Added a company-specific ID requirement setting

We are excited to announce the launch of our community! This is being rolled out to all members over the next few weeks. Keep an eye out for an email with more information.

You can find it at community.filetransparency.com.

Added the ability to turn client messaging on and off for a workspace.

Added the ability to re-send invites to beneficial owners.

Added the ability to create a company with an optional notification to the beneficial owners and applicants.

Added the ability to update the contact's identity document information manually, alongside editing their personal FinCEN ID.

Added a Lawmatics integration, which allows syncing contacts from Lawmatics to Transparency.

Added the ability to automatically match your contacts with the beneficial owners listed in the corporate records. This comes with an improved interface for adding beneficial ownership documentation for LLCs and Corporations, which helps collect detailed information on the directors, officers, and shareholders for a corporation, or members and managers for an LLC.

Added the ability to import past FinCEN filings from the PDF transcripts.

Improved address autocomplete with suggested apartment or unit numbers and faster geocoding.

Added the ability for select workspaces to download their contact's identity documents - a warning is shown to the contact if their workspace has this ability.

Added entity auto-population when a company is created, which retrieves the formation date, jurisdiction, registered address, alternate names, and other details from government sources across 140+ jurisdictions around the world.

Added a Keap integration, which allows syncing contacts from Keap to Transparency.

Added an Editor role alongside the Admin role, which allows editing of company information but not the ability to submit filings.

Added an integration with Lawcus to allow firms to connect their Lawcus account and sync contacts.

Added a BCC emails setting to the workspace settings page to allow firms to send copies of all workspace emails to additional recipients as BCC.

Added a new identity document deletion process to delete identity documents and Stripe verifications after 30 days.

Updated the company details task to allow firms to select the individual fields to request.

Added the ability to edit the contact name from the edit contact page.

Added many improvements to the performance and stability of Transparency, as well as minor UI improvements.

Added new pricing plans.

Added a written summary of the owners or significant controllers of the company to the governance information form.

Added the ability to indicate an exempt entity as a beneficial owner of a company.

Added a light and dark mode to the dashboard, which defaults to the system theme.

Updated all screens for both attorneys and clients to be more mobile-friendly.

Fixed miscellaneous bugs and improved the UX of the app.

New Features

• Added a follow-up email to a beneficial owner or applicant when they don't confirm their information within a few hours.

Bug Fixes

• Made it easier to navigate years in the date picker.

• Added a loading indicator and error messages to the address form.

Features

Added the ability to right-click on a channel and mark all messages as "read".

Bug Fixes

• Resolved some bugs and UI fixes.

Added a workspace settings page to manage notifications and improved the settings layout to clearly distinguish between workspace and user settings.

Updated pages/forms to have a better loading experience with enhanced caching.

Features

• Added a clearer way for owners to add their address if they leave and come back to the identity import process.

Bug Fixes

• Fixed an issue where a successful identity import would get stuck in a pending state.

• Resolved some bugs and made UI fixes.

Bug Fixes

• Improved the experience around adding and removing members from companies.

• Resolved some bugs and made UI fixes.

Bug Fixes

• Improved the expiration time for password reset links.

• Resolved some bugs, UI fixes, and security updates.

Added an embeddable and public version of the exemption checker.

Bug Fixes

• Resolved some bugs and UI fixes.

Features

• Added the ability to cancel a pending filing.

• Added the ability to selectively sync contacts from PracticePanther (contact support for more information).

Bug Fixes

• Resolved some bugs and UI fixes.

Features

• Added the ability to archive companies, in the case that they are not relevant anymore and should not show on reports.

• Added a contact detail page which shows their companies and the ability to enter a FinCEN ID for a contact.

Bug Fixes

• Resolved a bug where a client would not see the latest status of their company filing.

Features

• Added an easy way for attorneys to add themselves as an applicant (or beneficial owner) on a filing, with tasks assigned to add a personal FinCEN ID.

• Added more frequent email reminders for outstanding filings and included the deadline date in the email.

Features

• Added an integration with Practice Panther, which allows periodic syncing of contacts from Practice Panther into Transparency.

Bug fixes

• Small improvements to UI interactions and animations.

Features

• Added a new dashboard experience for attorneys. This includes a visual breakdown of the current status of all filings as well as the current pending companies.

Bug fixes

• Fixed a bug where removing all beneficial owners in the combobox would show incorrectly.

General improvements

• Improved the clarity of the toast messages when a user cannot log in or sign up.

• Resolved an issue where beneficial owners who submit FinCEN IDs continue to get reminders about submitting identity information.

• Added a "confirm password" input to make it easier for users to validate their password.

General improvements

• Enhanced the modal dialog behavior to prevent accidental closure when clicking outside of the dialog area.

• Improved visibility of background contact updates to ensure workspace owners have visibility into the process.

• "Clients" has been renamed to "Contacts" to better reflect their role within the system.

• Modified the validation process for the FinCEN ID to now accept dashes.

• Removed references to not displaying ID information to attorneys to align with updated privacy guidelines.

Email improvements

• Adjusted the invitation email for beneficial owners and applicants to clarify that resubmission of identity documents is not required if they have been previously submitted.

• Revised the final transcript email to include all clients, the main applicant, and the submitter in the CC list, to improve communication transparency.

Fixes

• Resolved some caching issues to enhance system performance and reliability.

• Refined the user interface to make the billing tab more accessible and easier to locate.

Fixes

• Fixed the Clio syncing to show a notification while a sync is ongoing.

• Resolved an issue where Clio would not sync over 200 contacts.

Features

• Added the ability to link a Clio account and sync contacts. Syncing can be set up in Settings -> Linked Accounts.