ClientBase Release Notes July 2026: Auditor Role, AML & More

Released 22 July 2026. This cycle brings a new Auditor role, automatic deadline reminders, smarter AML screening, an updated CDD form, credit tracking, and a batch of bug fixes.

Auditor Access

A new, read-mostly Auditor role lets admins grant external reviewers scoped access for an audit without creating a full user account. The Auditor seat is free, you set how long the access stays valid, and reviewers see only what they need.

Deadline Reminders

ClientBase now watches your AGM and Annual Return deadlines automatically. When an entity is due today or tomorrow, the right people get a toast, an in-app notification, and an email, so filing dates stop slipping through the cracks. 

AML Screening and Review

AML screening gets a new Fuzzy Search option that lowers the match threshold to around 80% to catch near-matches stricter scoring would miss. Screening history also loads far faster, now backed by pagination and search so large histories open instantly instead of stalling.

People and Entities

You can now add an email address or contact number directly to each entity, and every person's record shows the entities they were previously linked to through appointments or holdings.

Appoint and Resign Officers

You can now manually appoint or resign an officer on an entity, so your records stay current between Business Profile updates once the change is filed with ACRA. Resigned positions are kept in a new Resigned view under People, showing the entity, position, and the dates of appointment and resignation.

CDD and E-Signing

The CDD form is more flexible. Upload your own template as a PDF or Word file, or use ClientBase's CDD template, save it as a PDF or Word file, and send it to the client by email, editing as needed. You can apply CDD directly from an entity, a person's record, or the toolbar, and the e-sign flow is smoother, with the signer's email prefilled

Requests

Requests can now be filtered by the team they're assigned to, with new group options when creating a request, making it easier to focus on your own queue. And in a request, the primary assignee can now drag to reorder or insert jobs and tasks, so a missed step no longer means redoing the whole list.

Credits

You can now top up your credits directly in the app. A new credit-usage view lets managers and executives see who used credits, what they were used for, and the running balance.

Smaller Touches

Exports now come through cleaner.

Bug Fixes

• Fixed an issue where you couldn't upload a file to an existing Service Package.

• Fixed a "Preview not available for this file type" error when previewing PDFs.

• Card and List views under Recurring Services now show recurring services only.

• Tag options now appear when manually creating a person record.

• Assigned-task email notifications now send for New Incorporation requests.

• The People page now shows the entity name for a Director or Secretary appointment instead of the merchant's name.

• Fixed several New Request bugs, covering ad-hoc jobs, contact person selection, and job and task assignment.

• Business Profile upload and display bugs are fixed.