This release includes improvements to Business Activity Code extraction, email branding updates, Business Financials usability fixes, API enhancements, and several stability-focused bug fixes.
Bug Fixes
Schedule C Dynamic Summary Fixes
Resolved an issue affecting Schedule C Summary Reports where totals for individual businesses were including the total for all combined businesses. Reports now reflect accurate totals.
Resolved intermittent issue of document stuck in analyzed status
Fixed an issue where particular documents would get ‘stuck’ in an analyzed status instead of completing upload to Completed.
Deleting Unstructured Documents Now Works Correctly
Fixed an issue where deleting an unstructured document did not fully remove it from the system.
Enhancements
Improved Business Activity Code Extraction
We made several improvements to how Business Activity Codes are extracted across multiple tax form types:
- More accurate identification of codes on 1065, 1120 and 1120S forms
- Improved recognition when formatting varies between IRS forms
Updated FlashSpread Email Branding
We have refreshed the branding for several transactional emails to align with FlashSpread’s modernized look and feel:
- Welcome Email
- Forgot Password Email
- MFA / OTP Email
These updates improve clarity and ensure a consistent user experience.
Improved Business Financials Data Entry (Cursor Positioning)
Fixed an issue where the cursor would jump or not properly maintain focus when entering values in Business Financials. This makes manual data edits smoother and more predictable.
Validation Improvements for Document Retrieval
FlashSpread now correctly returns HTTP 404 when a document ID does not exist.
This gives API integrations clearer, more predictable feedback.
Ability to Change the EIN Associated With a Business Document
Users can now update or correct the EIN associated with any business financial document after upload.
This is especially helpful when:
- A document was uploaded under the wrong entity
- An EIN was missing on the document
- An EIN was entered incorrectly and needs to be corrected
This update ensures cleaner document organization, accurate reporting, and reduced re-uploads.
Overall Impact
This release delivers improvements to extraction accuracy, email communications, and overall user experience. Your teams should experience smoother uploads, clearer API responses, and improved accuracy across both tax and financial documents.
