Takeaways

1. Overview of upcoming EngageR updates scheduled for mid-February.
2. Updates are being held back until February to avoid overwhelming users during the busy January period and to prevent potential bugs.
3. A new 'failed' instance in automations will capture automations that fail due to missing client email addresses.
4. Users will be able to copy a signing link for proposals and letters of engagement to send via any platform (e.g., SMS, WhatsApp).
5. A new 'finalize and copy link' option will be available for letters of engagement, changing the status from draft to finalized.
6. New placeholders for communication templates will include the date a document was last shared.
7. A TaxCalc work item will be introduced for year-end accounts, self-assessment, and corporation tax.
8. The TaxCalc integration will verify with TaxCalc if a job (e.g., self-assessment) has been filed before allowing completion in EngageR.
9. A new feature will allow the job status to be automatically updated upon the completion of a specific phase.
10. How to manage unsigned letters of engagement by creating a recurring weekly task to review and resend them.