NewClients
See Where a Client's Money Goes
The Transactions tab opens with money in, money out, and a pie of spending by category for the period you pick. Switch to bars, hover a slice for the total, and click one to filter the list.
ClientsChangelog
Built for the people who care for others.
We improve GuardianPad continuously, guided by the guardians who use it. This is the running record of every feature, improvement, and fix.
Latest release Sep 27, 202618 releases since July
- New
- Something you could not do before.
- Improved
- An existing feature, made better.
- Fixed
- A problem that is now gone.
- In Development
- Being built now. Not released yet.
September 2026
Sep 27, 2026
NewClients
Categorize Transactions, One or Many at a Time
Uncategorized rows are grouped by merchant with a suggested category, so one click clears several. Filter the list to what still needs a category, set it right on the row, the detail page or the edit form, or select several rows and set them together.
ClientsNewClients
Split One Payment Across Categories
A store run that was part groceries and part medication can now count under both. Split from Add transaction or a transaction's page, evenly or by percent, with a category on each line. The bank account still shows one amount.
ClientsNewClients
Void a Transaction Instead of Deleting It
Void on a transaction's page posts a reversing entry with your reason. Both rows stay in the ledger, struck through and linked to each other, and court accountings and totals leave the pair out so only the corrected entry counts.
ClientsNewInventory
Record the Estate's Property
Every client now has an Inventory tab for the house, vehicles, jewelry and other property the court asks you to list. Each item keeps its value with the date and source, and you can update it when an appraisal comes in. A sale, gift or loss stays on the record so the accounting reconciles.
InventoryNewReports
Court Accounting Report
Run a Court Accounting for any client and period, in the charge and discharge format courts expect, with property on its own schedule. A banner says whether the account balances. When the filing is done, close the period to lock its dates.
ReportsNewClients
Allergies, Diagnoses, Advance Directives and Court Details on the Profile
Each client's Profile now has cards for allergies, diagnoses, advance directives and the court record behind your appointment. Record severity, the directive's agent and where it's kept, and the docket, judge and letter dates. Adding a DNR order keeps the DNR flag in step.
ClientsNewClients
Client Face Sheet
Every client's Profile now has a Face Sheet: a one-page summary of who they are, who to call, what they take and their court details, with serious allergies flagged at the top. Print the Full copy for the file or the Responder copy for the hospital. Save a dated PDF straight to the client's Documents.
ClientsImprovedClients
Navigate the Client File
A client record is a row of tabs, from the profile and the money to the notes, reminders and documents. Hover any tab to see what belongs there. The Client File guide on Getting Started lists every tab, and Create a client record in Help walks through each one.
ClientsImprovedReports
Reports Download as CSV
Every report's Download button now gives you a CSV of the same rows, which opens in Excel, Google Sheets, Numbers and the intake tools courts use. Reports generated before this change still offer their Excel workbook.
ReportsImprovedClients
Accounts Totals Count the Whole Estate
Net worth and Total assets on the Accounts tab now come from the ledger and include property from the Inventory tab. Total assets shows the split between cash and property, so it matches a court filing. An overpaid credit card now shows as a credit, not a debt.
ClientsImprovedClients
Add a Transaction by Direction, Bank Account and Category
The Add transaction form now asks whether money went out, came in, or moved between two accounts, then the bank account and the category. The ledger sides are posted for you, so a payment can no longer be entered backwards, and a brand-new client can categorize from the first entry.
ClientsImprovedAccounts
Bank-Synced Accounts Stay in Step With the Bank
Add transaction and Log activity now show which accounts sync from the bank and can't take entries by hand, so the same money is never counted twice. Everything on a synced account arrives with each sync.
AccountsImprovedImports
In Development
Statement Imports Go Into Manual Accounts
The transactions import no longer offers accounts synced from a bank, or lets a row record a transfer to one. Their history comes from the bank, so an imported copy would count twice.
ImportsImprovedAccounts
Syncing Several Banks No Longer Stalls
Every connected bank now syncs at the same time, and a bank that fails is named with the reason while the others finish. The results show the balances and transactions that actually came in.
AccountsImprovedAccounts
No More Duplicate Bank Connections
Linking a bank the client already has connected now offers a sync instead of copying every account and transaction a second time.
AccountsImprovedAccounts
Accounts Land in the Right Group
Mortgages, auto and student loans, retirement and money market accounts now sit in the right group on the Accounts tab, and bank-linked accounts show their last four digits again.
AccountsImprovedImports
In Development
Imports Check Amounts, Dates and Categories
Imported transactions now move balances exactly as Review shows and use your organization's categories. Amounts that can't be read exactly are flagged, and you pick day first or month first when the dates could be either.
ImportsFixedReports
The Reports list labelled a Time & Mileage · Client report as T&M · Guardian. It now reads T&M · Client, matching the report's own page.
ReportsFixedReports
Opening a Balance Sheet from the Reports list while it was still generating showed Couldn't load this page. The page now waits and fills in as soon as the report is ready, like the other report types.
ReportsFixedGetting Started
The setup checklist's Your First Account step no longer ticks itself when the only account on the client is a bookkeeping or property account. It now waits for a real bank, cash, investment or liability account.
Getting StartedFixedClients
Client pages no longer jump while the client loads: the header and tab bar hold their place, the tab underline sits on the bar, and the search box shrinks on narrow windows instead of overlapping the timer.
ClientsFixedTime & Mileage
A feedback survey could pop up while a timer was running. Surveys now wait until no timer is active.
Time & MileageFixedTime & Mileage
Entering miles in Log time or mileage and saving straight away could fail with a generic error while the mileage rates were still loading. Save now waits for the rate.
Time & MileageFixedAccounts
Amount fields could save a different number than the one typed, like 1e3 as $13. They now refuse anything they can't read exactly and say why.
AccountsFixedAccounts
A transaction could be saved without a date and then drop out of every report. Paid on is now required.
AccountsFixedAccounts
The transactions list now shows each row's name, amount and date on a phone.
AccountsFixedAccounts
Account totals now update as soon as you add, rename or delete an account, without a reload.
AccountsFixedAccounts
When Plaid can't start, the connect window now says so and can be closed instead of spinning.
AccountsFixedAccounts
Viewers and archived clients no longer see Disconnect on bank connections.
AccountsFixedReports
Profit & Loss transaction subtotals now add up to the section totals, and a voided transaction and its reversal are left off the list.
ReportsFixedReports
Filters on a client's Reports tab now narrow the list.
ReportsFixedReports
Download could fail on a report left open for more than an hour. It now fetches a fresh link every time.
ReportsFixedTeam
Dimmed controls for view-only users could still be opened from the keyboard. They are now fully inactive, and a refused change says you don't have permission.
TeamSep 22, 2026
ImprovedAccounts
Clearer Manual Account Form
Add account manually now marks the fields it needs (name, type and starting balance) and tells you which one is missing before it saves. If the server still turns an account down, the message names the field instead of a generic error.
AccountsFixedAccounts
Transaction dates now show the day you entered. In US time zones they were appearing one day early on the transaction list, the account ledger, the transaction page and reports. The saved dates were always correct.
AccountsSep 19, 2026
NewEverywhere
A Home for Everything We Ship
Open What's New at the bottom of the sidebar to browse every new feature, refinement, and fix, filter by area, and jump to the guide for each one. A dot on the link tells you when there is something you have not seen.
EverywhereNewImports
In Development
Import Your Clients From a Spreadsheet
Bring a whole caseload over from a CSV or Excel export. Match your columns, review every row, then import. One click undoes the whole import if it is not right.
ImportsNewImports
In Development
Import Case Notes
Bring a history of notes over from an export. Each note is matched to the right client, and the original author is kept.
ImportsNewImports
In Development
Import Accounts With Opening Balances
Bring each client's manual accounts over from an export, with their opening balances, account numbers, and institutions. Accounts a client already has are caught before they save.
ImportsNewImports
In Development
Import Transactions From a Statement
Bring an account's history in from a bank statement or ledger export. Categories are matched or created as they come in, and duplicates and near misses are flagged before anything is saved.
ImportsNewForms
In Development
Print Layout and PDFs for Every Form
See exactly how a form prints. Set each question's width, where its label sits, and its date format, keep a question off paper, then preview it, export a PDF, or file it to the client's Documents.
FormsNewForms
In Development
Your Letterhead on Every Form PDF
Add your organization's letterhead once and it prints at the top of every form. For any single form you can turn it off or choose which parts print.
FormsNewAccounts
See Who Changed a Transaction
Every transaction now has a History card showing who created or edited it and when. Entries that came from the bank are marked Bank sync.
AccountsImprovedImports
In Development
A Clearer Import Review
Rows that need attention are flagged in the cell where the problem is. Open a row to see what is wrong alongside the whole record, and apply one fix to every row that has the same problem.
ImportsImprovedImports
In Development
See How Long You Have to Undo an Import
Import History now shows the date each import's undo closes and how many days are left, so you know how long you have to check the results.
ImportsImprovedAccounts
Transactions Open Faster
Opening a transaction loads only that transaction, so the page appears sooner for clients with long ledgers.
AccountsFixedForms
In Development
Archiving a form now asks you to confirm first, and closes its share links.
FormsFixedForms
In Development
A submitted response is no longer saved again when you page through it.
FormsFixedForms
In Development
Forms pages no longer flash white for a moment when you open them in a dark theme.
FormsSep 15, 2026
NewTeam
Set Hourly Rates From a Team Member's Page
Open anyone on your Team page to see and change their billing rate right on their profile. Edit, save, and you are done.
TeamImprovedTeam
Resend an Invitation in One Click
Pending and expired invitations now have a Resend Invite button. The signup page also tells people plainly when a link has expired or was already used.
TeamImprovedForms
In Development
Passcodes, Visitor Names, and File Answers on Shared Forms
Protect a share link with a passcode, ask visitors for their name and email, and accept photos or files as answers. Each response shows who sent it.
FormsSep 13, 2026
ImprovedHelp Center
Help Search Understands Questions
Type a question the way you would ask it. Search now skips filler words, handles plurals, and finds answers about receipts, time zones, pricing, and categories.
Help CenterSep 10, 2026
NewHelp Center
Watch How It Works: Videos in the Help Center
50 short clips now sit at the top of help articles, so you can watch a task being done before you try it yourself. Pop any video out to full size.
Help CenterNewGetting Started
A Setup Checklist That Tracks Itself
Getting Started now checks off each step as you do the real work, like adding a client or inviting your team. Tours only run when you ask for them.
Getting StartedImprovedTeam
Give Several People Access to the Same Clients
Select teammates on the Team page and grant them client access in one step. Anyone who already has access is simply skipped.
TeamImprovedTeam
Safer Bulk Changes on the Team Page
Bulk actions never change an admin's seat, and promoting several people to Admin asks you to confirm first.
TeamImprovedForms
In Development
See the Forms Assigned to You
A Mine filter and a dashboard card gather the responses waiting on you. You can also open a share link's submissions straight from its row.
FormsImprovedForms
In Development
A Roomier Signature Pad
Signatures are drawn on a taller pad in a color that matches your theme, and one-page forms drop the extra paging controls.
FormsFixedEverywhere
The selection bar on Team and Tasks stays pinned to the bottom of your screen while you scroll.
EverywhereFixedSettings
The Appearance settings page no longer flickers when it opens.
SettingsSep 5, 2026
NewNotifications
Get Notifications by Email
Choose which alerts also arrive in your inbox. Email starts switched off, so nothing changes until you turn it on.
NotificationsNewEverywhere
Save the Views You Use Every Day
Set up a search, sort, and filter combination on Clients, Tasks, or Case Notes, save it, and come back to it in one click.
EverywhereNewForms
In Development
Share a Form With a Link
Send a form to a family member, a facility, or anyone outside your team. Their answers come back to you as a response.
FormsNewTeam
Roles and Client Access for Your Team
Make someone an Admin, Member, or Viewer, and choose exactly which clients each person can open. Viewers get a read-only view of the clients you share with them.
TeamImprovedHelp Center
A Rebuilt Help Center
52 articles checked against the app as it is today, search that reads the full article, and a Contact Support link that tells us which page you were on.
Help CenterImprovedTeam
A Cleaner Read-Only View
Viewers no longer see buttons they cannot use, like adding a note or connecting a bank. Members get full access inside every client they are assigned.
TeamImprovedForms
In Development
Filter Responses and See Forms on the Client Record
Narrow responses by status, client, or person, follow each one's activity, and find a client's forms on a new Forms tab in their record.
FormsImprovedCase Notes
More Ways to Filter Case Notes
Narrow your notes by more fields, and see a time feed that matches what your role is allowed to see.
Case NotesImprovedNotifications
Know When You Are Given Access to a Client
You get a notification when an admin adds you to a client, and lists explain themselves when you have no clients assigned yet.
NotificationsFixedReports
The Reports page no longer fails to open for some accounts.
ReportsAugust 2026
Aug 29, 2026
ImprovedBilling
See How Much of Your Trial Is Left
A countdown shows the days remaining and whether a payment method is on file, so the end of a trial is never a surprise.
BillingImprovedBilling
A Clearer Billing Page
Your plan, seats, trial, and payment method now sit on one page, with a direct link to manage your card and invoices.
BillingAug 23, 2026
ImprovedSign In
Links Take You Where You Were Going
Open a link from an email while signed out and you land on that page right after signing in, not on the dashboard.
Sign InFixedMobile
Running timers display correctly on phones.
MobileFixedCalendar
The calendar no longer shifts around while it loads.
CalendarAug 18, 2026
NewForms
In Development
Forms: Checklists, Intake Forms, and Inventories
Build visit checklists, intake forms, and inventories, run them with your team, and keep every response on the client record. Forms is in final testing and opens to every account when it is ready.
FormsAug 7, 2026
FixedTime & Mileage
Time and mileage totals round the same way everywhere they appear.
Time & MileageAug 3, 2026
NewAccounts
Attach Files to Transactions and Accounts
Keep the receipt with the purchase and the statement with the account, ready for the day a court asks for them.
AccountsImprovedDocuments
Smoother Document Uploads
Uploading is more dependable, with clearer progress and plain messages when a file is too large or the wrong type.
DocumentsFixedDocuments
Documents open correctly after another file in the list is deleted.
DocumentsJuly 2026
Jul 29, 2026
ImprovedClients
Medication Instructions in the List
See how each medication is taken without opening it.
ClientsJul 27, 2026
ImprovedMobile
A Better Experience on Your Phone
Client records, account lists, and pop-ups were reworked for small screens, with roomier spacing and easier tap targets.
MobileFixedMobile
The keyboard no longer covers the field you are typing in on iPhone, and Safari no longer zooms in on it.
MobileFixedSearch
Search opens properly on phones.
SearchJul 22, 2026
NewReports
Set Your Time Zone for Reports
Pick your organization's time zone so time entries land on the right day in every report.
ReportsImprovedReports
Reports Generate in the Background
Start a report and keep working. The list shows it in progress and updates when it is ready.
ReportsImprovedReminders
See the Linked Record on a Reminder
A reminder now shows the client, task, or note it belongs to, one click away.
RemindersJul 19, 2026
ImprovedTime & Mileage
More Dependable Timers
Start a timer without linking it to anything, find clients faster in the timer search, and get a note title filled in when you write one from a timer.
Time & MileageImprovedClients
County on the Client Profile
Record the county for each client and filter your caseload by it.
ClientsFixedNotifications
Notification counts now match what is in your list.
NotificationsJul 15, 2026
NewClients
Archive a Client
When a matter closes, archive the client with a reason. Their record stays intact and out of your day-to-day list.
ClientsNewEverywhere
Profile Photos Across the App
Your team's photos now appear on comments, assignments, and pickers, so you can tell who did what at a glance.
EverywhereImprovedMobile
Pop-Ups Open as Bottom Sheets on Phones
Forms and confirmations slide up from the bottom of the screen, and you can drag them down to dismiss.
MobileImprovedSign In
Redesigned Sign In and Sign Up
A cleaner, faster way in, with a dark mode that follows your device.
Sign InFixedEverywhere
Dropdown menus no longer get cut off near the edge of the screen.
EverywhereJul 6, 2026
NewTasks
Tasks Are Here
Keep every to-do for your caseload in one place. Create tasks, set due dates, assign them to your team, and check them off as you go.
TasksNewSettings
Light and Dark Modes
Pick the look that's easiest on your eyes: bright, or one of three darker palettes. Switch anytime under Settings → Appearance.
SettingsNewSearch
Search Everything at Once
Press ⌘K or click the search bar to find any client, note, task, or reminder from anywhere in the app.
SearchNewHelp Center
Help & Support Inside the App
Guides and how-tos for every part of GuardianPad, one click from the sidebar.
Help CenterNewGetting Started
Guided Tours and a Getting Started Page
Short walkthroughs for clients, notes, tasks, timers, reminders, accounts, and reports, whenever you want one.
Getting StartedImprovedReports
Richer Financial Reports
Reporting now includes profit and loss statements, balance sheets, income and expense reports, and time and mileage by guardian.
ReportsJul 3, 2026
ImprovedCalendar
A Redesigned Calendar
Tasks, reminders, and visits on one calendar, with swipe to change months on your phone.
CalendarImprovedClients
A Simpler Way to Add a Client
Start with the few details you have and fill in the rest of the record later.
ClientsImprovedClients
Tap a Phone Number to Call
Client and contact phone numbers are now links that dial from your phone.
ClientsBuilt With Working Guardians
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