
June Product update
Manage Conflict-of-interest risks Tier Grow and Prosper+Region US, AU and UK To help your firm stay compliant with conflict-of-interest protocols, Smokeball now gives you greater control over matter access.With this update, firm owners will be able to restrict access to matters from other firm owners. It’s an easy way to safeguard confidentiality and reduce risk, especially in matters involving opposing parties or related clients. 🔒 Available from version 9.8 onwards.See how: AU | US | UK Payment requisitions - a smarter, more secure way to manage trust and client account payments. Tier Grow and Prosper+Region US, AU and UK Staff can now request payments without direct posting access, giving firm owners full control while keeping work moving. Built-in approvals let nominated users (like bookkeepers or practice managers) review requests to ensure compliance. Every approval is recorded on the payment detail PDF, creating a clear audit trail and peace of mind.See how: AU | US | UK Smokeball mobile app update - iOS Tier Boost, Grow and Prosper+Region US, AU and UK Smokeball’s iOS app now supports native sharing to matters using the iOS Share Sheet. You can now quickly send photos, text, voice recordings or links directly from other apps on your device into a matter in Smokeball, making it faster and easier to keep everything organised and in one place while on the go. Learn how AU | US | UK Reminder: Retirement of Automatic Invoice Saving to Documents Folder – Effective July 15, 2025 Tier Grow and Prosper+Region US, AU and UK What’s changingAs of July 15, 2025, finalized invoice PDFs will no longer be auto saved to the documents folder. Why this change is happeningThere are known limitations within the current system that have led to data inaccuracies and delays in end-of-month reporting. These issues are complex and not easily addressed within the existing setup.After careful consideration, we’ve made the decision to retire this functionality to prioritize data integrity and simplify workflows. This is part of a broader effort to streamline recordkeeping and prepare for more robust, scalable solutions in the future. What this means for youThe feature remains active until July 15, 2025 After that, it will be turned off You can still access, download, and share invoices from the Invoices tab in Smokeball WebWe appreciate your understanding as we work to improve the platform. If you need support, our team is here to help. Reminder: Payment Plans & Card Safe Moving to Smokeball Tier Smokeball Payments users onlyRegion US To streamline your workflow, Payment Plans and Card Safe will no longer be available in the Smokeball Payments portal. From August 1, all actions must be managed directly within Smokeball. What’s changingStarting August 1, 2025, Payment Plans and Card Safe will no longer be accessible in the Smokeball Payments portal. All related actions will need to be completed directly within Smokeball. Here’s what that means💳 Card Safe Store and charge cards on file directly in Smokeball Charges apply only to outstanding invoices and go to your operating account 🔁 Payment Plans Must now be created and managed in Smokeball Apply only to outstanding invoices Deposited into your operating account Trust account plans will no longer be supported Why this change is happeningBy bringing these features into Smokeball, you get a simpler, more unified billing experience—with fewer steps and better integration across your matters and accounts. What you need to doBefore August 1, 2025, review your existing payment plans in the Payments portal. If any plans are set to continue past that date, you’ll need to: 1. Save a credit card to the client’s payment profile in Smokeball Follow these instructions to add a card📣 This process will send a new Card on File request to your client for secure authorization. 2. Recreate any active payment plans in SmokeballFollow these instructions to set up a plan 3. Cancel all pending or in-progress payment plans in the Payments portal to prevent clients from being double charged.instructions here