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This is the changelog for the 4.0 release.

For a more detailed, raw log of changes, see the git log


  • Customers may have multiple, prioritized payment methods on file.
  • Customer status "Prospect" has been replaced by "No packages", to avoid confusion vs. actual Prospects.
  • Contact email addresses may now be shared among customers. Contacts who have access to multiple customers will be prompted for a customer selection upon self-service login.

Taxation services

  • Support for new taxation services: Avalara, Billsoft, and SureTax


  • Overhaul of the employee authentication system. Proper login screen with cookie-based authentication tokens, strong crypto for password storage, external authentication plugins for integration with existing employee databases, etc.


  • Service dependency rules

Performance / Scalability

  • Configuration cache improving UI performance
  • Database foreign keys
  • Various scalability improvements for very large customer bases (millions and tens of millions)