1New features

Some are new, and some are features from the old app that we have now brought over.

• Opening a document. You can now tap any income or expense document to open it. It shows the whole file and everything we read from it.
• Your billing statements are now here to view and download, so you can see what you have been billed, paid, and still owe.
• Pay and track. After you pay a statement, send it in from the app with a photo of your proof. You can then see all your payments and their status, and if one is turned down, you will see why.
• Your account at a glance. Your Medtax account number, plan, status, amount, and next billing date now sit right in your profile.
• A quick refresh. Just pull down on your profile to refresh it.

2Updated Terms and Conditions

We have updated our Terms and Conditions, effective September 29, 2026. The biggest change is account progression, which now spells out, step by step, what happens to your account and your information if a payment is missed, and how to bring everything back. We have also refreshed the parts covering your data, our AI features, and what each of us is responsible for. You can read the full terms anytime, and your account manager is happy to walk you through anything that is unclear.

Account progression is part of the updated terms, effective September 29, 2026. We are easing it in with a soft transition, so it begins applying to accounts on October 5, 2026 instead.

4Fixed

• Saving a document now saves it to your phone instead of opening a browser tab you could do nothing with.
• Tapping a document in your income or expense list used to do nothing.
• Sending a document near the end of a quarter could be refused, with a message saying it could not be filed into an earlier quarter. Receipts photographed in the last days of a quarter now go through.
• The filing checklist showed the raw filename from whichever phone took the photo. It now names the document.
• The home screen could say something was waiting for review when nothing was.
• The subscription section of your profile was blank.
• The version number shown in your profile was stuck at 4.0.0.
• Signing out showed an error, and could leave the previous account's information on the phone.
• Pulling down to refresh could show an error when you were offline.
• A payment that failed to send could not be corrected and sent again.
• The app reloaded and lost your place when an update notice appeared.
• The email verification notice would not go away after you verified. It now has an "I have verified" button and tells you if it has not come through yet.
• Notifications about statements and payments now open the right screen.
• Buttons are centred, and buttons and rows fit at the largest text sizes.

5Upcoming

• More new features: updated books, generating invoice drafts, saved drafts, assets, and on hold entries.
• A way to manage the schedule of your uploaded documents, so you can move them to a previous tax schedule or remove them from your current totals.
• Electronic payment channel.
• In-app chat, as we start moving off Viber.
• AI Phase 1.

• Enhanced interface.
• Data Privacy Layer.
• AI Phase 2.
• Professional Tax Receipt.
• Sworn Declaration.
• S2 License.
• Other improvements.

Updates and bug fixes are now coming in much faster, so please expect more over the coming days.

A lot of these ideas come straight from our clients, and we want to deliver as many of your requests as we can. So if you have ideas, anything that would make things easier for you, just let your account manager know, and we will put them in the pipeline for review.