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.
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.
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.
Don't have API access yet?
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.
Let us help reduce the cost and improve the client experience associated with accepting payments.
