← Changelog
v1.71
Taxes on mobile, Personalization, and signing up from your phone
The mobile app now has Taxes, a Tax profile and a fuller Settings, and new members can sign up and get set up from their phone. Settings → Personalization lets you choose how Nino replies, and Taxes → Live introduces the live Tax Center waitlist.
MobileTaxesSettingsMemoryForecastMeetingsInsights
Now you can
- Taxes and Tax profile in the mobile app
- Choose how Nino replies in Settings → Personalization
- Sign up and get set up from the mobile app
New
- Taxes is now in the mobile app under More. Switch between Live and past years, tap a tax bracket to see its share of your income, and upload returns from your phone.
- Mobile Settings now matches the web, with Profile, Personalization, Connections, Subscription and Members, plus a Tax profile where you can edit filing status, state, income and dependents for each year.
- Settings → Personalization lets you choose how Nino replies, including tone, answer length, warmth, emoji, and whether to use visuals, headers and lists. Each choice is saved as a memory you can see and change.
- New members can sign up in the mobile app with their email, name their household, book an intro call with an advisor or set up on their own, and connect accounts without leaving their phone. The signed-out app opens on a short welcome tour.
- Documents Nino writes in chat now open in the mobile app, including plan comparisons, scenario sliders, data tables and version history.
- Taxes → Live introduces the live Tax Center we're building. Join the early-access waitlist or jump to your past returns from the card.
- Vault has a Reprocess option for saved files, so Nino can read an upload again without you uploading another copy.
- Nino reminds you to book your quarterly review two weeks before it's due and on the due date, in the app and by email, with a link that opens booking.
- Life-event cards now come one per event, so planning a home and a baby shows both. They also cover buying a home, leaving work, starting a pension and starting Social Security, and pick up plans you've mentioned in chat.
Updates
- Live Taxes has an Edit tax profile button that shows your filing status and state and opens a drawer to update them. Settings now groups its pages under Account and Household, with Tax profile and Members.
- Plus and Premier plans now include CoinTracker Full Service for your crypto transactions.
- Settings → Memory has a month navigator that follows along as you scroll long lists, and Settings → Connections shows who linked each connection.
- Settings → Notifications and Tax profile use a simpler, open layout.
- A retirement age or employment status you save in the assumptions editor or chat now takes effect even if you answered differently in About You.
- The retirement age editor no longer accepts an age you've already reached, and tells you the earliest age it can plan for.
- The home forecast chart groups repeated plan events, like a yearly pension, into one marker with the span of years.
- The mobile Vault header is more compact and matches the other tabs.
- Booking an intro call on mobile has a searchable country picker and a phone field that formats as you type.
Bug fixes
- A standalone state tax return you upload is now filed as a state return in Taxes instead of Other.
- Messages on mobile now show up even when a sheet is open, like a warning that an attachment is too large.