v1.3.0

What's new

Year-to-year Close Map continuity

• New fiscal years retain each account's lead-sheet mapping instead of making the close structure start over.
• The immediately preceding year's explanation, evidence references, notes, and signoff history appear as reference-only context beside the current balance.
• Current-year evidence, preparer signoff, and reviewer signoff must still be completed fresh; prior approval never carries forward as current approval.

Client and firm co-branding

• Save a client display name, tagline or address line, accent color, and logo from Firm Settings.
• PDF and Excel close packages lead with the client's identity while retaining the accounting firm's logo and details as the preparer.
• Client accents may inherit the firm's color or use their own.
• An assistant may propose client-brand text and colors for review, but only a person can approve them or upload and remove logos.

Review and security

• Branding proposals appear in Assistant Review with the other decisions waiting on a person.
• Client branding and proposal history live in the encrypted book, travel with backups, and are audit-logged.
• Assistant permissions remain enforced by the database: branding proposals are append-only, and the assistant cannot approve its own work or read logo data.

Existing books are upgraded automatically when opened. macOS is signed and notarized for Apple Silicon; Windows users should use the setup installer.

Full changelog: v1.2.0...v1.3.0