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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