← Changelog
v1.13

About You that stays with you

Use the About You checklist on mobile, recover completed details across sessions and invite a spouse or partner from the review step.

About YouHouseholdsMobile

Now you can

  • Follow the full About You checklist on mobile
  • Return to your completed details even after your local session ends
  • Invite a spouse or partner from the final review step

Updates

  • The guided About You conversation is now the main path through the onboarding step
  • The household checklist stays visible on smaller screens so you can see what is complete and what is left
  • Completed details are recovered from your household record when you return on another device or after a session ends

Bug fixes

  • Spouse and partner invitation emails can once again be sent from the confirm-details step
  • The final review finishes cleanly without exposing behind-the-scenes assistant activity

Tax and financial planning in one place