March 17, 2014


  • Implemented new Sign-up page. Users can now create their own account, view a sample Finagraph, and invite their clients to join them in a two-week free trial.
  • Getting started walk-through steps added to the provider (CPA, banker, etc.) dashboard.
  • Getting started video link added to the dashboard for CPAs.


  • Resolved issue where users were unable to change the name of their company.