8 posts
Blog.
Everything here has a date on it. The seasonal end is the 2027 filing calendar, where the deadlines fall and what a firm can still settle before the year turns, alongside what changes in Point between October and December and what deliberately holds still. The rest is what a practice wants to know before it commits: who the private beta is opening to this fall, what a seat is and what joining asks of you, what the first firms ran into and what we had misjudged about week one, and what Point holds when it reads a client mailbox, who can see it, and how long a copy lives. Three of them walk the desktop window, the phone, and the documents list one at a time, and each is clear about the work it is the wrong tool for.
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September 6, 2026
Getting ready for the 2027 tax season
The 2027 filing season starts in your mailbox before it starts at the IRS. Where this year's deadlines fall, and what a firm can still settle this fall.
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September 6, 2026
What we're building this quarter, and what we're not
What changes in Point between October and December, what deliberately does not, and why the quarter before a filing season is a poor time for surprises.
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September 6, 2026
Point's private beta is opening to more firms this fall
Who Point's private beta is opening to, what a seat actually is, what joining asks of a firm, and why most of the recruiting happens in November.
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September 6, 2026
A note on how we think about your clients' data
What Point holds when it reads a client mailbox, who can see it, how long any copy lives, and the one kind of mail our standard service does not cover.
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September 6, 2026
Lessons from the beta, and the places we had it wrong
What the first firms in Point's private beta ran into, what we got wrong about week one, and what a practice joining this fall should expect to find.
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September 6, 2026
Point's desktop app, and why it is not a browser tab
Point runs in a desktop app of its own. What one keyboard-first window holds, what it does while it is hidden, and when a browser tab is still fine.
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September 6, 2026
Point on your phone, and what one thumb can settle
One column, one thumb, and a swipe that files a thread in your real mailbox. What Point's phone app is for, and what is better left until you sit down.
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September 6, 2026
Working with documents, and the file you cannot find
Attachments arrive inside threads and then disappear into them. What Point's documents list holds, how to ask a file a question, and what it is not.