Confido Legal Release Image

The Release Notes - January 2024

Happy new year! There are three main updates and no breaking changes in this latest release. See below for details. 

Updates

 

Bank Account Login on Application

Firms signing up for a Confido Legal account may now choose to log into their online banking platform in lieu of uploading bank statements and voided checks. This option is currently available to all firms signing up directly in the Confido application. It will also be available in our forthcoming hosted onboarding feature. 

Plaid Screenshot

Send Transaction to QuickBooks

For those firms using our QuickBooks integration, individual transactions may now be manually resent to QuickBooks, using the Force to QuickBooks button located on the transaction details page. 

Force to QB

Branding Updates

We released our first round of branding changes in the app as a result of our rebrand to Confido Legal late last year. These were purely aesthetic changes, including updates to logos and text.  No application URLs have changed.

 

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Breaking Changes

  • None

Sales Insight: How to Prepare Firms for Onboarding

The payment processing application can be daunting for firms unused to applying for a payment processing account. Here's how we prepare firms for the process.

 

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