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ATBS Hub Updates and Enhancements

Updated: Apr 3

We wanted to take a moment to thank clients for the valuable feedback you've shared with us regarding the new ATBS Hub. Your insights have been instrumental in shaping the user experience, and we are thrilled to announce some exciting new features that have been added based on your suggestions.

Here's a brief overview of the enhancements we've made so far:

04/02/24 Updates

  • Added "What If" sections to Profit Plan

02/23/24 Updates

  • The 2023 Personal Tax Organizer is now available to clients as a DocuSign Powerform that clients can launch themselves directly from their client Hub.

02/06/24 Updates

  • Links will now open in the app if it is installed on your device

  • Fixed multi-page navigation on small screen sizes

  • Fixed Per Diem calendar auto-returning to the current month

  • Fixed "Upload File" button not working on first tap in mobile on Safari

01/22/24 Updates

  • Fixed P&L / Balance sheet table scroll

  • Added P&L / Balance sheet download

  • Updated language on the home page 

  • Updated login page language

  • Added the app version number to home page menu

12/21/23 Updates

Login Experience

  • The Hub now includes a “keep me logged in” feature so that the user can choose to stay logged in on trusted devices for an extended period of time.

  • Username and Password can be saved. This is dependent upon the OS, device, browser, and user settings/options.


  • Increased file size limits.

  • Access your device’s Camera Roll from directly within the Hub.

  • Share documents/files to the Hub from other apps on your device. For example, share a PDF file in your device’s Email app directly to the ATBS Hub.

  • Improved usability of the cropping tool.

Profit & Loss Statements and Balance Sheets

  • Added charts for YTD Miles and YTD Expenses.

  • P&L and Balance Sheet drill-downs now show images of documents sent from any source (app, email, and physical documents). Previously, only documents that originated from the mobile app were displayed in the drill-downs.

  • Fixed bugs related to the display of some P&L information, including Fuel Surcharge Revenue displaying correctly in the YTD Charts and some categories that errored for certain clients.

Per Diem

  • Added a “Year” option that allows clients to view/update the per diem for any year. When the “Year” is selected, the Per Diem Summary tile and the Calendar automatically display the selected year.

Profit Plan

  • Personal Obligations section added.


  • Updated language on the Quarterly Tax Estimates to make it easier to pay estimates.

  • Added Tax Returns for clients who have multiple Returns in a single year. For example, business entity and personal returns, and married filing single returns for husband and wife.


  • Fixed numerous back-end items to improve stability, speed, usability, security, reporting, automations, and various other items.

We believe these additions will greatly enhance your overall experience with the ATBS Hub and provide solutions to the challenges you've shared with us. We will continue to update this page as new updates continue to be rolled out.

Thank you once again for being an integral part of our user community. Your feedback is invaluable to us, and we look forward to continuously improving our services to meet your expectations.

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1 Comment

We think these additions will improve your experience with the ATBS Hub significantly overall and address the issues you have brought to our attention. Dordle

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