What shipped, month by month
Every release below is live today, in the order it shipped.
Xero sync
Match clients to Xero organisations, sync periods, and attach the handoff bundle directly to the closed period — alongside the existing QuickBooks Online sync.
Custom domains
Team and Scale firms can serve client checklists from their own domain, so every link a client opens carries the firm's brand, not Cohesio's.
SSO with SAML and SCIM
Scale firms can connect Microsoft Entra ID or Google Workspace for single sign-on, with SCIM provisioning to keep staff accounts in sync automatically.
API v1 and webhooks
A REST API and webhook subscriptions for engagement issued, pack completed, exception raised and month closed — build your own automations on Scale.
Bulk client import
Import client records and contacts from a CSV export of your existing practice management tool instead of adding them one at a time.
Waiver reasons library
Staff waiving a requirement now pick from a firm-defined library of reasons — or write their own — so waivers are consistent and searchable across engagements.
SharePoint and OneDrive
Accepted originals and manifests mirror into per-client SharePoint or OneDrive libraries, with retention labels honoured.
Forward-by-email intake
Clients without the patience for an upload flow can forward documents to their engagement's dedicated email address; attachments file themselves against the right requirement.
SMS reminders
Reminder cadences can now send a text alongside email, and stop the instant a pack completes — no extra setup beyond a phone number on the client record.
Slack and Microsoft Teams
Route exceptions, client replies and closes to a channel your team already watches, with adaptive cards for review-ready packs in Teams.
Review queue redesign
A single queue surfaces every open exception across clients, sorted by age and priority, with keyboard shortcuts for accept, correct and waive.
Automations: reminders, routing, SLAs, auto-draft
Rule-based automations ship on Team and Scale: reminder cadences, exception routing to the right reviewer, review SLAs with escalation, and auto-drafting next month's engagement on close.
QuickBooks Online sync
Two-way client and period sync with QuickBooks Online — push the closed month's signed manifest and originals straight to the client's file.
General availability
Cohesio is generally available, with a free 7-day trial of the Team plan and no card required to start.
Try what shipped, this week
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