We are excited to announce the new release of the CereTax Portal! This update introduces several key enhancements designed to improve your experience and streamline your workflow.
What’s New:
New Landing Page for the Portal
The updated landing page now prominently highlights our documentation, making it easier to access the resources you need.
Rebranded Portal Experience
The CereTax Portal has been updated to embrace our new green branding, aligning with our new marketing brand. This refresh brings a fresh and modern look to the platform.
Environment Indicator
A new indicator at the bottom left of the panel will let you know what environment you are signed into.
Automated Rules Sync
Rules will now automatically sync upon updates, eliminating the need for manual intervention and ensuring accuracy.
New Geocode Column in Sales Transactions
We have added an optional Geocode column to the sales transactions, enhancing Situs display options for more precise tax calculations.
Canada Address Validation
Canada address validation (AV) is now live and is currently working in both the Address Validation API and the portal. Integration updates requiring code changes are planned for an upcoming sprint.
Dashboard Returns Soon
A completely redesigned and improved dashboard is in the works and will be available in the next few months. We can’t wait to share it with you!
We are actively working on a major portal refactor project and a new user experience that will bring even more improvements soon. Stay tuned for additional updates!
Thank you for your continued support as we continue to enhance the CereTax platform.