New Automated Valuation Partner:
- Integration with PropTrack: Class now integrates with PropTrack as an additional partner for Automated Valuation Models (AVMs), specifically for residential properties.
- Retrospective Valuation Estimates: PropTrack offers retrospective valuations, enabling users to obtain a June 30th estimate, even if requested later in the year.
- Free Valuations: Class supports three free valuations per entity per year, usable across either PropTrack or RP Data. More details on the integration can be found here.
New Lending Solutions Partner:
- Integration with Canni Money: Class has integrated with Canni Money, providing accounting practices with a dashboard for lending opportunities.
- Functionality: Canni Money helps identify lending capacity and refinancing opportunities at potentially lower rates for Limited Recourse Borrowing Arrangements (LRBAs).
- Streamlined Process: The integration enables streamlined lending applications and credit decision processes, allowing accountants to refer clients directly to Canni. More details can be found here.
Bug Fixes
- Investment Income Classification: Fixed an issue where certain securities with franking credits less than 100% were incorrectly classified as distributions instead of dividends.
- Bulk Actions for Account Suspension: Resolved an error occurring when suspending or reactivating multiple investment accounts in bulk.
- Actuarial Audit Trail: Fixed an issue preventing users from viewing the audit trail on the actuarial certificate request screen.
- Tax Statement Console Access: Resolved an access issue that prevented some users from accessing the Tax Statement Console.
- Mason Stevens GIS Feeds: Addressed an issue that prevented certain foreign investments from loading.
- Plenti Feed: Fixed an issue that prevented cash files from loading correctly.
Other Updates