Every product update, feature release, and platform improvement.
Featurev0.9.3·
40-term glossary, 30-state geo expansion, and 27 buyer-intent pages
Shipped a 40-term professional services glossary at /glossary covering context switching, approval queue, matter management, trust accounting, month-end close, multi-state compliance, and the other vocabulary Practiq operators actually use. Every term carries DefinedTerm schema for AI Overview pickup.
Expanded geographic landing surface to 30 priority states — each of the five verticals (accounting, law, HR, consulting, agency) now has a dedicated /for/{vertical}/{state} page with localized firm statistics, regulatory notes, and waitlist capture.
Launched 15 'best for' buyer-intent pages under /best — top queries like 'best practice management for small CPA firms' and 'best AI workspace for boutique law firms' now land on Practiq pages with genuine comparative content rather than generic marketing.
Launched 12 cross-competitor /vs pages — pairs like Clio vs MyCase and TaxDome vs Karbon now surface Practiq as the AI-Native third option with honest head-to-head tables.
Featurev0.9.2·
Readiness Quiz and ROI Calculator
Released the Readiness Quiz at /readiness-quiz — ten questions that score a firm's context-switching cost and match it against the three plan tiers. Results are deep-linked so a firm can share its score with a partner before booking a demo.
Released the ROI Calculator at /roi-calculator — calculates annual context-reconstruction cost based on headcount, client count, and average billable rate. Produces a per-firm dollar figure that flows into the waitlist form as a qualifying field.
Both calculators persist to URL state so a firm can re-open their result or share the specific inputs with a colleague.
Improvementv0.9.1·
Approval Queue keyboard shortcuts and batch actions
Approval Queue now supports keyboard triage: J / K to move between items, Y to approve, N to request changes, P to toggle preview, C to comment. Matches the Superhuman-style pattern that partners asked for during beta feedback.
Batch approve now surfaces when three or more low-risk routine items (reconciliations, weekly briefs, recurring reports) share the same type and confidence above 90 percent. One click approves all matching items, cutting morning triage from twelve minutes to under three.
Added an approved-with-comments state for cases where a partner wants the deliverable sent but also wants a pattern note logged for next cycle.
Featurev0.9.0·
QuickBooks Online integration (read)
Connected QuickBooks Online as the first read-direction integration. Nightly scans pull trial balance, P&L, balance sheet, A/R aging, A/P aging, and transaction feeds for every client the firm flags as QBO-connected.
Anomaly detector runs against every connected client's last seven days of transactions — flags uncategorized entries, threshold violations (single transaction over 10 percent of monthly average), duplicate candidates, and out-of-pattern vendor payments.
Firms without QBO can still use Practiq at basic level via manual trial balance uploads. Anomaly detection stays disabled for manual-upload clients until an integration is connected.
Featurev0.8.6·
Clio integration for law firms (read)
Connected Clio as the first law-firm practice management integration. Practiq's nightly agent reads active matters, time entries, trust accounts, and matter communications to produce per-matter briefings.
Matter context persistence — every matter in Clio becomes a workspace in Practiq with full engagement history, deadlines, and recent communications surfaced for quick context recovery.
Trust account anomaly flagging — Practiq's agent watches IOLTA balances and flags unusual movements (unexpected transfers, overdrafts, reconciliation gaps) during the nightly scan.
Featurev0.8.5·
Tax season workflow orchestration
Shipped dedicated tax-season workflow for accounting firms. Single dashboard shows all clients in the tax pipeline with per-client status (documents collected, return drafted, ready for review, filed) and automatic aging of the pending stages.
Document collection automation — Practiq detects missing W-2s, 1099s, and K-1s against a per-client checklist and drafts personalized reminder emails that a partner approves before sending. During beta, firms reported cutting document-chase time by 60 to 75 percent.
Parallel return preparation — Practiq drafts Schedule C and Schedule E line items from QBO data for sole proprietor and pass-through returns. Partners review and adjust, then export to the firm's tax software.
Featurev0.8.4·
Gusto integration for HR advisory and multi-state payroll
Connected Gusto for HR advisory firms that manage payroll and benefits for multiple client companies. Practiq's agent pulls headcount, payroll run status, state tax deposit status, and benefits enrollment per client company.
Multi-state compliance watcher — tracks state tax registrations, unemployment insurance rates, and SUI wage bases per client. Flags clients with new-state-hire triggers (first employee in a new state) before the registration deadline hits.
Quarterly compliance rollups — Practiq's agent drafts Q1, Q2, Q3, and Q4 compliance summaries per client at the end of each quarter with the filing status for 941, state withholding, and SUI returns.
Improvementv0.8.3·
Per-client communication tone and pattern learning
Client context memory now tracks per-client communication preference signals — formal vs. casual tone, high-level summary vs. detailed breakdown, executive-facing vs. operator-facing framing. Practiq's drafts match the preference pattern automatically.
Pattern learning now surfaces suggested auto-rules. When a partner approves the same adjustment five times in a row for similar clients (example: reclassifying food and beverage distributor invoices under a specific account for restaurant clients), Practiq proposes an auto-rule the partner can approve.
Auto-rules respect hard boundaries — tax strategy calls, accounting principle interpretations, and regulatory responses always route to human approval regardless of confidence.
Platformv0.8.2·
Nightly scan performance and background job infrastructure
Rebuilt the nightly scan pipeline on BullMQ with Redis to handle parallel scans across hundreds of clients per firm without blocking. A typical 120-client firm completes its full scan in under 25 minutes overnight, down from just over two hours on the previous single-threaded pipeline.
Added scan progress telemetry — firms can see in the morning dashboard which clients were scanned, which completed, and which require retry. Retries run automatically in the next scan window.
Approval Queue items generated overnight now stream into the dashboard via Server-Sent Events — partners see new items appear as scans complete, not in a single batch at a fixed hour.
Improvementv0.8.1·
Audit trail, data export, and cancellation flow
Audit trail now captures every AI decision, every human approval, every correction, and every rule change — exportable to CSV for audit preparation. Retained for 90 days on Practice tier and unlimited on Firm tier.
Data export is now one click — a full firm ZIP (all client contexts, documents, approval history, conversation history) delivered within 24 hours of request. Cancellation triggers automatic export without needing to ask.
After 30 days from cancellation, all firm data is permanently deleted from primary and backup systems. No soft-delete, no retention extension without written request.
Featurev0.8.0·
Rippling integration and multi-state state registration tracker
Connected Rippling as the second payroll and HR integration after Gusto. Covers HR advisory firms whose clients standardized on Rippling for payroll, benefits, and device management.
State registration tracker — across Gusto and Rippling clients, Practiq now maintains a single view of which states each client is registered in for payroll tax, SUI, and income tax withholding. Triggers a registration-in-progress task whenever a new state appears in the payroll feed.
Launched /security page with the compliance roadmap, data handling practices, and vendor list so a firm's partners can answer 'where does our data live' without emailing support.