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Platform Updates & Enhancements

Check out recent Initiate updates and what is soon to come.

2026 Platform Updates

  • The "Save," button on the Business Self Assessment has been updated to read "Save and Complete." This was done to avoid confusion as the Business Self Assessment cannot save until it is fully filled out.

Coming Soon:

  • Calculating Your Reorder Points & Safety Stock
  • Personal Finance resources
  • AI Module