Changelog
We improve GuardianPad continuously, guided by the guardians who use it. This is the running record of every feature, improvement, and fix.
Latest release Sep 19, 202616 releases since July
Open What's New at the bottom of the sidebar to browse every new feature, refinement, and fix, filter by area, and jump to the guide for each one. A dot on the link tells you when there is something you have not seen.
EverywhereBring a whole caseload over from a CSV or Excel export. Match your columns, review every row, then import. One click undoes the whole import if it is not right.
ImportsBring a history of notes over from an export. Each note is matched to the right client, and the original author is kept.
ImportsBring each client's manual accounts over from an export, with their opening balances, account numbers, and institutions. Accounts a client already has are caught before they save.
ImportsBring an account's history in from a bank statement or ledger export. Categories are matched or created as they come in, and duplicates and near misses are flagged before anything is saved.
ImportsSee exactly how a form prints. Set each question's width, where its label sits, and its date format, keep a question off paper, then preview it, export a PDF, or file it to the client's Documents.
FormsAdd your organization's letterhead once and it prints at the top of every form. For any single form you can turn it off or choose which parts print.
FormsEvery transaction now has a History card showing who created or edited it and when. Entries that came from the bank are marked Bank sync.
AccountsRows that need attention are flagged in the cell where the problem is. Open a row to see what is wrong alongside the whole record, and apply one fix to every row that has the same problem.
ImportsImport History now shows the date each import's undo closes and how many days are left, so you know how long you have to check the results.
ImportsOpening a transaction loads only that transaction, so the page appears sooner for clients with long ledgers.
AccountsArchiving a form now asks you to confirm first, and closes its share links.
FormsA submitted response is no longer saved again when you page through it.
FormsForms pages no longer flash white for a moment when you open them in a dark theme.
FormsOpen anyone on your Team page to see and change their billing rate right on their profile. Edit, save, and you are done.
TeamPending and expired invitations now have a Resend Invite button. The signup page also tells people plainly when a link has expired or was already used.
TeamProtect a share link with a passcode, ask visitors for their name and email, and accept photos or files as answers. Each response shows who sent it.
FormsType a question the way you would ask it. Search now skips filler words, handles plurals, and finds answers about receipts, time zones, pricing, and categories.
Help Center50 short clips now sit at the top of help articles, so you can watch a task being done before you try it yourself. Pop any video out to full size.
Help CenterGetting Started now checks off each step as you do the real work, like adding a client or inviting your team. Tours only run when you ask for them.
Getting StartedSelect teammates on the Team page and grant them client access in one step. Anyone who already has access is simply skipped.
TeamBulk actions never change an admin's seat, and promoting several people to Admin asks you to confirm first.
TeamA Mine filter and a dashboard card gather the responses waiting on you. You can also open a share link's submissions straight from its row.
FormsSignatures are drawn on a taller pad in a color that matches your theme, and one-page forms drop the extra paging controls.
FormsThe selection bar on Team and Tasks stays pinned to the bottom of your screen while you scroll.
EverywhereThe Appearance settings page no longer flickers when it opens.
SettingsChoose which alerts also arrive in your inbox. Email starts switched off, so nothing changes until you turn it on.
NotificationsSet up a search, sort, and filter combination on Clients, Tasks, or Case Notes, save it, and come back to it in one click.
EverywhereSend a form to a family member, a facility, or anyone outside your team. Their answers come back to you as a response.
FormsMake someone an Admin, Member, or Viewer, and choose exactly which clients each person can open. Viewers get a read-only view of the clients you share with them.
Team52 articles checked against the app as it is today, search that reads the full article, and a Contact Support link that tells us which page you were on.
Help CenterViewers no longer see buttons they cannot use, like adding a note or connecting a bank. Members get full access inside every client they are assigned.
TeamNarrow responses by status, client, or person, follow each one's activity, and find a client's forms on a new Forms tab in their record.
FormsNarrow your notes by more fields, and see a time feed that matches what your role is allowed to see.
Case NotesYou get a notification when an admin adds you to a client, and lists explain themselves when you have no clients assigned yet.
NotificationsThe Reports page no longer fails to open for some accounts.
ReportsA countdown shows the days remaining and whether a payment method is on file, so the end of a trial is never a surprise.
BillingYour plan, seats, trial, and payment method now sit on one page, with a direct link to manage your card and invoices.
BillingOpen a link from an email while signed out and you land on that page right after signing in, not on the dashboard.
Sign InRunning timers display correctly on phones.
MobileThe calendar no longer shifts around while it loads.
CalendarBuild visit checklists, intake forms, and inventories, run them with your team, and keep every response on the client record. Forms is in final testing and opens to every account when it is ready.
FormsTime and mileage totals round the same way everywhere they appear.
Time & MileageKeep the receipt with the purchase and the statement with the account, ready for the day a court asks for them.
AccountsUploading is more dependable, with clearer progress and plain messages when a file is too large or the wrong type.
DocumentsDocuments open correctly after another file in the list is deleted.
DocumentsSee how each medication is taken without opening it.
ClientsClient records, account lists, and pop-ups were reworked for small screens, with roomier spacing and easier tap targets.
MobileThe keyboard no longer covers the field you are typing in on iPhone, and Safari no longer zooms in on it.
MobileSearch opens properly on phones.
SearchPick your organization's time zone so time entries land on the right day in every report.
ReportsStart a report and keep working. The list shows it in progress and updates when it is ready.
ReportsA reminder now shows the client, task, or note it belongs to, one click away.
RemindersStart a timer without linking it to anything, find clients faster in the timer search, and get a note title filled in when you write one from a timer.
Time & MileageRecord the county for each client and filter your caseload by it.
ClientsNotification counts now match what is in your list.
NotificationsWhen a matter closes, archive the client with a reason. Their record stays intact and out of your day-to-day list.
ClientsYour team's photos now appear on comments, assignments, and pickers, so you can tell who did what at a glance.
EverywhereForms and confirmations slide up from the bottom of the screen, and you can drag them down to dismiss.
MobileA cleaner, faster way in, with a dark mode that follows your device.
Sign InDropdown menus no longer get cut off near the edge of the screen.
EverywhereKeep every to-do for your caseload in one place. Create tasks, set due dates, assign them to your team, and check them off as you go.
TasksPick the look that's easiest on your eyes: bright, or one of three darker palettes. Switch anytime under Settings → Appearance.
SettingsPress ⌘K or click the search bar to find any client, note, task, or reminder from anywhere in the app.
SearchGuides and how-tos for every part of GuardianPad, one click from the sidebar.
Help CenterShort walkthroughs for clients, notes, tasks, timers, reminders, accounts, and reports, whenever you want one.
Getting StartedReporting now includes profit and loss statements, balance sheets, income and expense reports, and time and mileage by guardian.
ReportsTasks, reminders, and visits on one calendar, with swipe to change months on your phone.
CalendarStart with the few details you have and fill in the rest of the record later.
ClientsClient and contact phone numbers are now links that dial from your phone.
ClientsBuilt With Working Guardians
Every feature, improvement, and fix on this page comes with your subscription, along with whatever we ship next.