Remitian V. 3.7

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At a glance

Remitian 3.7 is a United States release focused on customer-visible changes: broader state tax automation, a self-serve Developer Portal for external integrators, and the ability to reschedule an expired payment in place. A set of everyday-experience fixes are included as well.

Highlights: the Developer Portal opens Team Management, Firm Management, and Webhooks Phase 01 for external integrators; expired payments can now be rescheduled.

For firm users and taxpayers

Reschedule an expired payment in place

When a payment expires, you no longer have to recreate it from scratch. Reschedule is now a first-class action that preserves the amount, bank, authority, and entity information already on the payment. Choose a new date and continue. This is available to taxpayers and firm users.

For external integrators: Developer Portal

The Developer Portal opens self-serve tooling that previously required a support request. Access to write actions is gated to team members with the Editor role.

Team Management

From the Team Members grid, Editors can now:

Edit a member's name and role.
Trigger a password reset for a member.
Re-send an invite to a member who has not yet accepted.

Home and Developer Tools

The Developer Portal home page is now called Home and includes a Developer Tools tab bar covering Client Applications, Webhooks, and Widget Library.

Firm Management

A new Firm Management page lists every firm your organization has access to. The table is server-paginated, sortable, and searchable, and shows each firm's logo, notification flags, client-application access, and joined date. From this list, Editors can grant or revoke client-application access.

Webhooks (Phase 01)

External integrators can now configure a webhook endpoint directly from the portal. Configuration covers activating and deactivating the endpoint, regenerating the signature token, and sending a test delivery. Signed webhook events are published and delivered with retry handling.

Small wins and fixes

These changes address everyday friction reported by firms and their clients.

Area	What changed
Login page	The current frontend versions are now displayed on the login page. Please include them when reporting an issue.
Help Center	A Help Center link is available from the "?" icon next to My Account, pointing to help.remitian.com.
Connection status copy	The "Pending Review" connection status now makes clear that no action is required.
Expired sessions	Users whose session has expired are now logged out cleanly and redirected to login, instead of remaining in the app and hitting auth errors.
Upcoming Payment reminder	The pre-debit reminder email fires correctly on approved schedules, even after a prior Pending Approval notification.
Reinvite deactivated client	Re-inviting a deactivated client through Invite Link now completes cleanly, rather than leaving the signup page stuck on a spinner.
Email verification	Verification codes can now be pasted into the verification boxes rather than typed digit by digit.
Paid status tooltip	The tooltip on the Paid status now reads: "The tax authority have confirmed receipt of the payment. We will notify you and your accountant if any follow-up is needed."
Preview Client Dashboard	Payment-row fields no longer overlap on the firm-side Preview Client Dashboard.

Questions

If something is not behaving as expected on 3.7, contact your Remitian success partner or reply to the release announcement email. Please include the frontend version numbers shown on the login page so we can reproduce the issue quickly.