March 30, 2023

Generate Individual Component Links in Console

You can now generate individual component links for customers in Console to send customers specific onboarding steps such as Filing Authorization and Tax Setup. Previously, Console users could only send customers a link to the entire Onboard flow; this change enables you to provide customers a more tailored experience for the onboarding steps they need to complete. When you click the new Generate Component Link button, you’ll see a dropdown of options which still includes the entire onboard flow (“Onboard”), as well as options for individual steps.