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Remitian v 0.6 Release

Release Date: May 27, 2025  Version: 0.6  Focus: Firm Administration, Client Previewing, and California Tax Support

🆕 New Features

👥 Team Management

The all-new Team Management Page lets firm admins:

  • Add and invite team members
  • Edit user roles and permissions
  • Assign roles like Admin, Preparer, or Read-Only
  • Manage access across clients and internal firm settings

This gives firms greater control and visibility over who can do what across the platform.

Screenshot 2025-05-27 at 3.35.46 PM

Screenshot 2025-05-27 at 3.36.17 PM

🏢 Firm Settings Management

Firms can now directly manage:

  • White Label Settings – Customize the branding experience for clients.
  • Approval Workflow Settings – Define how and when clients must approve scheduled payments initiated by firm users.

Everything is centrally located for easier setup and ongoing adjustments.

 

👀 New Client Preview

We've added a Client Preview feature, allowing firms to:

  • View the client dashboard exactly as the client sees it.
  • Confirm configuration, payment schedules, and permissions.

Simplify client onboarding and support.

Screenshot 2025-05-27 at 3.34.04 PM

Screenshot 2025-05-27 at 3.35.06 PM

 

🌎 California Tax Payment Support (Franchise Tax Board)

Remitian now supports California state tax payments to the Franchise Tax Board (FTB):

  • 🏢 For Corporations:
    • Form 100 – Corporation Income Tax Return
    • Form 100S – S Corporation Return
    • Form 100ES – Estimated Tax for Corporations
  • 🙋 For Individuals:
    • Form 540-ES – Estimated Tax for Individuals

 

image (33)🧾 IRS Personal Payments – Identity Verification Added

To ensure compliance and reduce risk, IRS personal payments now include a required identity verification step:

Before submitting a 1040-ES or other personal federal payment, the client must provide:

  • Date of Birth
  • Filing Status (e.g., Single, Married Filing Jointly)
  • Mailing Address on Last Year's Tax Return

This information is validated against IRS records to authorize the payment. It adds a layer of protection for both clients and firms.

 

🔧 Additional Fixes & Improvements

  • Table refresh bugs resolved — data updates now reflect immediately after edits
  • Scheduling for firm users no longer requires a bank account at the time of draft
  • Help Center added to the main navigation menu
  • Payment Schedule table now sortable by Tax Account

This release strengthens Remitian's firm-grade workflows, expands support for U.S. tax jurisdictions, and increases trust with identity-verified federal personal payments.