PRODUCT LOG
Everything we've shipped
From day one to today.
Apr 15, 2026
Marketing Site Repositioning
UX- -Home hero now leads with contingent-fee managed recovery; self-serve upload demoted to secondary
- -New audience toggle on Home: Companies (default) vs. Firms track with per-track copy and SEO
- -Partner trust bar (Andersen, Gateway Tax, Former Big 4, Quebec LLP) promoted above the fold
- -Industries grid added: Construction, First Nations, Mid-market, DTC, Data Centres, STR
- -First Nations case study placeholder registered (FNGST, fuel tax, tobacco tax)
- -Pricing plans flipped: Managed recovery → PAYG → Enterprise
- -Stale '29 detection types' copy replaced with '49 detectors' across all surfaces
Apr 9, 2026
Billing Enforcement Fixes
Infrastructure- -Fixed billing enforcement to check all subscription indicators
- -V2 webhook customer ID resolution with fallback
- -Manage Subscription button works in iframe context
Apr 6, 2026
Referral Conversion Tracking
v38.5Feature- -Conversion funnel: Submitted → Registered → Active → Paying
- -Per-partner breakdown table with total and 7-day net new
- -Visual funnel bar chart with status filter
Apr 4, 2026
Client Sharing
v38.0Feature- -Share button on audit reports with email notification
- -Client dashboard for viewing shared reports
- -Auto-partner assignment on first share
- -Shared Reports sidebar navigation for all users
Apr 2, 2026
Referral Partner System
v37.2Feature- -Referral Dashboard with partner metrics and submissions table
- -Partner invitation flow with email notifications
- -Referral partner as permission flag (any user with referral code gets dashboard)
- -User Management page with Referral Partner column
- -Role-based sidebar navigation
Mar 30, 2026
Token Billing & Usage Dashboard
v35.0Integration- -LLM token billing via Stripe Meter Events (pay-as-you-go)
- -Claude Opus 4 token rates ($15/1M input, $75/1M output)
- -OCR provider breakdown (Mistral, Google Doc AI, AWS Textract) at $0.15 CAD/page
- -Usage history dashboard and rate card on Billing page
Mar 27, 2026
Customer Contact Merge
v34.2Feature- -4th upload slot for Customer Contact List (revenue-side HST)
- -Customer contact merge: backfill Ship-To Postal Code from Customer List
Mar 24, 2026
QBO & XLSX Export
v34.0Integration- -QBO support with XLSX export and journal entries
- -Exception reconciliation workflow
- -4 new PropTech detectors (types 43–46)
- -46 total tax detectors
Mar 24, 2026
Real Estate ITC Recovery
v33.0Engine- -5 new real estate ITC recovery detectors (types 38–42)
- -Commission rebate, forfeiture, STR reclassification, NRRP rebate, change-of-use
- -First-Time Home Buyer (FTHB) feature flag enabled
- -72 new tests added
Mar 17, 2026
Async Job Queue
v32.0Infrastructure- -Async job queue for audit runs
- -Split routers.ts into sub-routers for maintainability
- -Per-step error isolation in audit job handler
Mar 16, 2026
Tax Engine v19.0 — Blue J Verified
Engine- -8 new detectors verified by Blue J Legal
- -Expanded Type 6 ITC Restrictions
- -Threshold fixes across engine
Mar 16, 2026
Blue J Corrections
Feature- -Blue J response parser and correction applicator for line item classifications
- -Recovery percentage wired from Blue J through to engine
- -Fixed Blue J not overriding all line item tax classifications
Mar 16, 2026
Referral & Marketing
Feature- -Remitian referral page with co-branded design and lead capture
- -Resend email integration for referral notifications
- -"Coming Soon" gates for QuickBooks, Sage 50, and Dext
Mar 12, 2026
Analytics & CI/CD
Infrastructure- -Google Analytics (GA4) and Google Tag Manager
- -GitHub Actions CI/CD and schema-drift workflows
Mar 11, 2026
Schema Drift & Production Fixes
Infrastructure- -Schema drift audit and deploy workflow
- -Fixed extracted_invoices missing clientId column
- -Script to export and drop 3 legacy tables
Mar 11, 2026
Blue J Copy-Paste Verification
v31.0Feature- -Replaced Manus auto-submit with copy-paste verification model
- -Fixed verification UI visibility
- -Fixed duplicate React key errors on /upload page
- -Fixed bluej_queries INSERT failures (empty string coercion, status enum)
Mar 11, 2026
Blue J AI Auditor
v30.0Feature- -"Ask an AI Auditor" tab with Blue J integration via DB queue
- -Standalone browser worker scripts for automated research
- -Standalone tax research page at /tax-research
- -Line-item and finding verification against Blue J
- -Enriched questions with entity profile, finding details, and business context
- -Rate limiting, clear history, descriptive loading messages
Mar 10, 2026
QBO Canada Integration
v29.1Integration- -QBO source mapping with fuzzy patterns
- -QBO 3-file bundle UI: Transaction Detail, GST/HST Detail Report, Exception Report
- -Dynamic vendor labels per source system
- -Drag-and-drop on all upload zones
Mar 9, 2026
Multi-Tenant / Firm Management
v29.0Feature- -Multi-tenant firm/client access management
- -Firm-level billing: dual-scope endpoints, webhooks, frontend
- -Multi-tenant frontend: query gating, firm CTA, menu visibility
Mar 8, 2026
AI Data Preparation
v27.0Feature- -AI data preparation pipeline for audit & risk screening
- -Computed columns and pipeline insights
- -Expanded vendor mapping
- -Vendor tax enrichment: rate anomalies, coverage stats, tax code mapping
Mar 4, 2026
Stripe Billing
Integration- -3 OCR products (Mistral, Google DocAI, AWS Textract) at $0.15 CAD/page
- -Test to live mode migration
- -Manage Subscription portal
- -Billing enforcement and free tier guard
Mar 5, 2026
Standalone OCR / Scan Documents
Feature- -Scan Documents page for OCR-only customers
- -Multi-page PDF OCR (all pages, not just page 1)
- -Per-file grouping with collapsible page views
- -CSV export with page numbers
Mar 7, 2026
Data Integrity & Testing
v25.0Infrastructure- -Shared CSV parser with strict validation
- -DB indexes for performance
- -.output() Zod schemas on all 74 tRPC procedures
- -XLSX upload support
- -Privacy & Data Compliance page (SOC 2 standards)
- -Homepage SEO optimization
Mar 7, 2026
Source System Integration
v23.0Integration- -Source system selector (QBO, Xero, Sage, etc.) with auto column mapping
- -Self-healing column mapping
- -Two-CSV vendor contact upload
- -Research-verified column mappings
Mar 6, 2026
PLG Redesign & Onboarding
UX- -Landing page rebrand to "The Input Recovery App"
- -In-app onboarding guide for PLG users
Mar 6, 2026
Notifications
v21.0Feature- -4 custom admin notifications (OCR scan, free tier warning, risk screening red flags, subscription changes)
- -In-app notification bell with notification center UI
- -User email notifications for free-tier warnings
Mar 6, 2026
GL Risk Screening & Client Portfolio
v20.0Feature- -GL Risk Screening page with 13 checks
- -Client Portfolio page for accounting firms
- -Risk screening engine with sample GL CSVs
- -Revenue tax ratio, vendor compliance, monthly spikes, and more
Mar 5, 2026
OCR ITC Recovery Overhaul
v19.0Engine- -Tax breakdown fields (GST, HST, PST, QST amounts)
- -Rate validation (expected vs actual)
- -Compliance tiering (Tier 1/2/3)
- -Province inference from postal codes
Mar 10, 2026
Tax Engine v18.1 — Blue J Review
v18.1Engine- -Fixed 6 Blue J review findings in tax engine
Feb 28, 2026
AI Data Center Wave 2
v17.0Engine- -7 new tax detectors (Types 20-29)
- -OCR multi-provider architecture (Mistral + Google DocAI)
- -Stripe billing integration (checkout, portal, webhooks, usage tracking)
- -Rate tolerance standardization
Feb 26, 2026
ITC Practitioner Features
v16.0Feature- -ITC practitioner workflow improvements
- -UX workflow enhancements
Feb 18, 2026
Per-Line-Item Classification
v15.0Engine- -Taxable/exempt classification per line item
- -ETA statutory grounding in LLM prompts
- -Temperature 0 for deterministic results
Feb 12, 2026
Invoice Enrichment Pipeline
v14.0Feature- -End-to-end pipeline: upload, OCR, match, enrich, re-audit
- -Stepper workflow status UI
- -Before/after enrichment comparison
- -PDF reports for enriched audits
Feb 12, 2026
Tom Son Feature Pack
v13.0Feature- -Industry Benchmarks
- -E-Invoice Readiness Assessment
- -Bookkeeping Quality Scoring
- -Claiming Trends Analysis
- -CRA Audit Defense
- -Invoice OCR (Mistral AI integration)
Feb 12, 2026
Streamlined Workflow
v12.0UX- -Removed redundant upload/column-mapping UI
- -Moved entity profile to ColumnMapping step
Feb 12, 2026
Vendor Exception Analysis
v10.0Engine- -Vendor exception analysis engine
- -Vendor claiming profiles
- -Exception invoice detection
Jan 27, 2026
AI Data Center ITC
v9.0Feature- -Data center ITC recovery support
- -Standalone Data Center ITC Calculator at /datacenter
- -Lead tracking in admin dashboard
Jan 20, 2026
Drew Eby CPA Feedback
v8.0Feature- -LLM Tax Advisor integration
- -Filing history tracking
- -CPA flags system
- -Audit risk assessment
Jan 18, 2026
Airbnb ITC Calculator
Feature- -Standalone calculator at /airbnb
- -PDF generation and email sending
- -Smart auth flow for logged-in and guest users
- -8 new expense categories and compliance warnings
Jan 15, 2026
Construction & Real Estate Tax Module
v6.0Engine- -Construction & Real Estate Tax Module
- -Types 7-10: specialized construction/real estate detectors
- -ITC Documentation Compliance Module (Types 11-16)
- -Types 17-19: advanced detectors
Jan 14, 2026
PDF Generator Rewrite
UX- -Complete PDF generator rewrite: simplified single-column layout
- -Enhanced for audit defensibility
- -Proper rate display, column widths, tier filtering
Jan 12, 2026
Tax Engine v5.0 — Compliance Upgrade
v5.0Engine- -Type 4: Place of Supply detection (SaaS invoices)
- -Type 5: Self-Assessment obligations
- -Type 6: ITC Restrictions
- -BC exemption handling (PST Bulletin 110)
Jan 11, 2026
Tax Engine v4.0 — Confidence Scoring
v4.0Engine- -Confidence scoring system for all findings
- -False positive detection
- -Confidence UI in frontend
- -Updated PDF reports with confidence data
Jan 11, 2026
Tax Engine v3.0 — QST + Type 3
v3.0Engine- -Type 3 error detection: systemic "Tax on Gross" calculation errors
- -Quebec QST support (9.975% QST + 5% GST = 14.975%)
- -HST detection in PST provinces (Mixed Goods Logic)
- -Double-counting prevention between Type 1 and Type 3
Jan 11, 2026
Tax Engine v2.0
v2.0Engine- -Bill-To Postal Code support for service supply type detection
- -Dynamic HST rate lookup (NS 15% to 14% transition)
- -MB machinery exemption transition rule
- -Risk level classification (High/Medium/Low)
- -CSV preview with intelligent auto-mapping
Jan 11, 2026
Foundation
v1.0Infrastructure- -Full-stack tax recovery audit web app
- -User authentication (OAuth)
- -CSV upload with S3 storage
- -Tax audit engine with error detection
- -PDF report generation and email delivery
- -Admin panel