ClientBase Release Notes September 2026: My Tasks & Supervisor Role

Version 3.4 · Released 2 September 2026. This update brings a personal task view, a new supervisor role, customizable compliance reminders, self-serve billing, and more.

My Tasks

A new My Tasks view gives everyone a clear picture of the work assigned to them. See your own tasks in one place, update their status and details as you go, and undo a completed task if it was marked done too soon.

Supervisor Role

We have added a new Supervisor role. Assign team members to a supervisor, and they can manage the jobs and tasks across their team, giving team leads clear oversight of their team's work.

Compliance Reminders

Staying ahead of deadlines is easier this cycle. AGM, Annual Return, ID expiration, and AML recurring screening reminders now arrive together in a single email, 20 days before the due date. You can also customize your reminders, choosing when and how many alerts you receive for both compliance dates and request due dates, so they fit the way your team works.

Billing and Subscription

A new billing and subscription page brings account management into one place. Review and manage your subscription plan, update your billing details and payment methods, and access your invoices whenever you need them.

File Management

You can now rename files and create folders within Entities and People, so documents stay organized and easy to find.

Job Templates

Job templates are more capable this cycle. Each template can now include downloadable document templates, with the option to use your own custom documents instead. We have also added an Add button beside each template title, so you can create and list a new template in one step.

Support Chat

Support chat is more useful now. Share files and links directly in the conversation, hear a sound when a new message arrives, and see unread counts at a glance so nothing gets missed.

Everyday Improvements

A few changes to keep your day running smoothly. Main modules now surface your most recently created or updated records first, and every download and export is now logged for an audit trail. Adding or removing officers is limited to Executive and Manager roles, the app is more responsive on tablets, and the Undo action now shows a clear label beside its icon.

Smaller Touches

People records gain a new Personal Address field, and requests now show the number of files attached at a glance.