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Product Updates

What shipped, what's next, and why it matters for your practice. Published monthly.

Product UpdateAug 21, 2026 · 7 min read

August 2026 Product Updates: Individual Clients, Verified Citations, One-Click Deliverables

Form 1040 clients join the platform as a first-class client type, citations were overhauled end to end, and the Copy button now produces client-ready formatting. Plus what's coming next month: a rebuilt upload experience, structures that create real entities, and Ask TaxFigure follow-ups.

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Every TaxFigure account gets Product Updates by email each month — what shipped, what's next, and why it matters for your practice. Past editions are archived here.