What's New - September 2025

New Enhancements Now Available!

• File Note Export: you can now export client file notes on a client-by-client basis.

• New filters for Tasks: you can now filter for tasks due TODAY as well as tasks due UP TO TODAY.

• DASH Platform Datafeed: we've improved the experience of connecting platform data to DASH Software and paving the way to receive datafeed from other platforms.

• Minor UI changes: our Help Guides are now located in a fixed position, on the bottom left corner. You will also find the collapse panel button here also.