PlannedPreparer
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Features
How It Works
Pricing
FAQ
Changelog
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☰
Features
How It Works
Pricing
FAQ
Changelog
Open App →
Changelog
What's new, what's fixed, and what's coming.
v2.0.0
— "The Big One"
Major Update
March 2025
✨ File upload and document storage system with drag-and-drop, categorization, and in-browser preview
✨ In-browser PDF and image preview modal
✨ Document checklist with multi-file linking per item
✨ PIN protection with configurable auto-lock timeout
✨ 5-step new user onboarding welcome wizard
✨ Interactive tooltip tour for first-time users
✨ Global search across all clients, tasks, and files
✨ Toast notification system for all app actions
✨ Full activity timeline logged per client
✨ Weekly backup reminder banner (7-day interval)
✨ Task quick-filter pills: Today, This Week, Overdue, Completed
✨ Client status auto-calculation: On Track / Needs Attention / Overdue / Complete
✨ Mobile responsive layout with hamburger sidebar
✨ Settings panel: preparer name, firm, PIN, data management
✨ JSON export and import for full data backup and restore
✨ Subscription billing tiers: Free, Solo, Firm, Agency
✨ Plans & Billing page with upgrade flow
🔧 Sort controls now render as a proper styled dropdown
🔧 Sample data loads automatically on first launch
🔧 Dashboard renders immediately on page load
🔧 All modals close correctly on Escape key press
🔧 Form validation shows inline red error messages
🔧 Favicon displays correctly in all browsers
v1.0.0
— "First Launch"
Launch
January 2025
✨ Core client management: add, edit, delete clients
✨ Task lists per client with priorities and due dates
✨ Basic document checklist (20 common tax forms)
✨ Client workspace with 4 tabs: Overview, Tasks, Documents, Timeline
✨ Dashboard with summary stat cards
✨ localStorage data persistence across browser sessions
✨ 3 sample clients pre-loaded on first launch
Roadmap
Coming Soon
What's Being Built Next
Cloud sync — access your data from any device
Weekly email digest — summary of overdue tasks every Monday
CSV export — export client and task data to Excel
Client portal — give clients read-only access to their checklist
Mobile PWA — install PlannedPreparer on your phone
Zapier integration — connect to your existing tools
Have a feature request?
hello@plannedpreparer.com