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News & Updates


Planned Downtime for Toronto servers - April 20th, ‘24
by Dave Braford-Grimes - Posted 4/2/24 4:30PM PDT

We've scheduled downtime for routing maintenance and security updates in our Toronto region.
You can determine if you are in the Toronto region if your site key ends in an "O"(the letter 'oh').

From 8:00PM to 12:00AM PDT on Sat., April 20th, Clients & Profits Desktop and Web services
will be unavailable. For further information, please contact the helpdesk.

If you have trouble logging-in after 12:00AM PDT on Sat, April 20th, please re-install the application
by clicking on the "Download Clients & Profits" button on the login window toolbar.
You'll also find links to instructions outlining the process on the download page.



Planned Downtime for East/Newark servers - Jan. 6th, ‘24
by Dave Braford-Grimes - Posted 12/11/23 12:30PM PST

We've scheduled downtime for routing maintenance in our East and Newark regions.
You can determine if you are in the East or Newark region if your site key ends in an "E" or "N".

From 8:00PM to 12:00AM PST on Sat., Jan. 6th, Clients & Profits Desktop and Web services
will be unavailable. For further information, please contact the helpdesk.



macOS Sonoma Compatible with Clients & Profits
by Scott Calafiore - Posted 11/7/23 10:17AM PDT

Last week we released our most recent update to resolve any final graphical issues with macOS Somoma. We are now adding macOS Sonoma to our list of support macOS's. The latest release is available now via our downlods section and will resolve any issues if you've already upgraded your mac to Sonoma. If you need your company login and password please feel free to contact the helpdesk.



Server Migration Schedule for Newark Region - Oct. 27th, ‘23
by Dave Braford-Grimes - Posted 10/12/23 3:00PM PDT

We're planning major infrastructure upgrades that will enhance performance and data security in
our Newark region.
You can determine if you are in the Newark region if your site key ends in an "N".

From 5:00PM to 2:00AM PDT on Friday, Oct. 27th, Clients & Profits Desktop and Web services
will be unavailable. For further information, please contact the helpdesk.

If you have trouble logging-in after 2:00AM PDT on Sat, Oct. 28th, please re-install the application
by clicking on the "Download Clients & Profits" button on the login window toolbar.
You'll also find links to instructions outlining the process on the download page.




Compatibility Release macOS Sonoma
by Scott Calafiore - Posted 9/27/23 11:02AM PDT

Our testing with macOS Sonoma is now complete. We've observed minor graphical issues with the tooltips and the toolbar, though the application has successfully passed the majority of compatibility tests. To address these graphical concerns, we will be releasing an updated download soon. Please consult with our IT team before proceeding with the upgrade. You are also welcome to ask or report any further questions to our team at helpdesk.




Server Migration Schedule for East Region - Sept. 23rd, 2023
by Dave Braford-Grimes - Posted 9/8/23 4:00PM PDT

We're planning major infrastructure upgrades that will enhance performance and data security in
our East region. You can determine if you are in the East region if your site key ends in an "E".

From 10:00AM to 4:00PM PDT on Sat, Sept. 23rd, Clients & Profits Desktop and Web services
will be unavailable. For further information, please contact the helpdesk.

If you have trouble logging-in after 4:00PM PDT on Sat, Sept. 23rd, please re-install the application
by clicking on the "Download Clients & Profits" button on the login window toolbar.
You'll also find links to instructions outlining the process on the download page.




Server Migration Postponed for East Region
by Dave Braford-Grimes - Posted 6/5/23 3:00PM PDT

Recent hot weather has caused stability issues with our new database hosts.
We're pausing to allow our vendor to address potential HVAC issues in their Virgina datacenter.
For further information, please contact the helpdesk.




Server Migration Schedule for East Region - June 8th, 2023
by Dave Braford-Grimes - Posted 5/30/23 12:45PM PDT

Clients & Profits Desktop and web services will be unavailable from 7:00-11:00 PM on Thu, Jun 8th.
For further information, please contact the helpdesk.




First Release macOS Ventura
by Scott Calafiore - Posted 10/26/22 8:21 AM PT

Following a successful review of the Ventura beta, we are pleased to report we have not found any major compatibility issues in the current release, macOS Ventura, running Clients & Profits. The issues we observed were mostly minor cosmetic issues: 

  • icons getting cut off in the toolbars and an issue using the
  • logo alignment controls in preferences. 

These issues are reported to our developement team. We hope to have them resolved soon. Beyond those, our first assessment shows no major compatibility issues for users that need to upgrade to macOS Ventura. As always, we caution that the new macOS is as just stated "brand new" and may contain undiscovered issues. We recommend taking time before upgrading. Please discuss any upgrades with your IT team. 





Official macOS Monterey Compatiblity
by Scott Calafiore - Posted 1/6/22 3:21 PM PT

Following a very successful beta period, we've released the official update for Clients & Profits, compatible with macOS Monterey. Previous operating systems can continue running prior versions of Clients & Profits, but only the latest download will support macOS Monterey. The latest version is availabe from our main downloads page using your company login and password.

The beta version will automatically update to this official release without the need to reinstall. If you are using macOS Monterey, contact our helpdesk for a download link. If you've installed a prior version of Clients & Profits please remember to run the uninstaller before installing the new version.





First Review macOS Monterey Compatiblity
by Scott Calafiore - Posted 10/26/21 10:01 PM PT

We recommend waiting to upgrade to macOS "Monterey" until it's been evaluated for use with Clients & Profits Cloud. Please direct any questions to our helpdesk.

Update 11/2/21: After further evaluating macOS Monterey our team has found some graphical issues, not present with previous beta releases, when running Clients & Profits Cloud on the new macOS release. This includes a critical issue that can make the active field appear in all black, preventing the user from seeing what they have typed. Our team is working with our development software to resolve these issues. At this time we do NOT recommend running Clients & Profits on macOS Monterey.





Clients & Profits 11.3 Required Upgrade
By Scott Calafiore - Posted 3/26/21 3:31 PM PT

Clients & Profits 11.3.1 was released earlier this year to address compatibility with the latest macOS Big Sur. It also uses a 64-bit architecture. We are officially ending all updates for the previous Clients & Profits 11.2 application. All Mac and Windows users should now install the most current Clients & Profits 11.3.1 for the latest updates, support and compatibility. You can receive the application by contacting Sales or our Help Desk for your company’s download credentials.

Please note Clients & Profits 11.3.x requires macOS Sierra (10.12) and later or Windows 8.1 and later.





New Apple Hardware Compatibility
By Scott Calafiore - Posted 3/29/21 1:43 PM PT

We’ve received some questions lately from our clients asking if Clients & Profits is supported using the new M1 chip. The answer is yes, the latest release of Clients & Profits is supported on both Big Sur and the M1 chip. The application is compiled immediately the first time it’s run, for compatibility, with the new M1 architecture and is fully capable if running in this environment. So, there is no worry about buying new apple hardware and running Clients & Profits.





macOS Big Sur Official Release
By Scott Calafiore - Posted 1/18/21 2:45 PM PT

We are pleased to announce the latest release of Clients & Profits, now compatible with macOS 11 Big Sur. The latest release is now generally available from our downloads page. If you already have a login and password your agency can download it right away. If you need the link or login information please contact our help desk. The latest release, 11.3.1 is nearly identical to its predecessor 11.3 aside from Big Sur compatibility. Installing this over previous installations will require you to run the uninstaller packaged with the new download before installing. If you are still running Clients & Profits 11.2 we recommend you plan to upgrade soon, as Clients & Profits 11.3.x will be a required upgrade in the coming months.

Please note Clients & Profits 11.3.x requires macOS Sierra (10.12) and later or Windows 8.1 and later.





macOS Big Sur Pre-Release
By Scott Calafiore - Posted 12/16/20 11:05 AM PT

We will be making a pre-release version of Clients & Profits Cloud available for download today, adding support for macOS Big Sur. If you would like to install this release, please contact the Clients & Profits Help Desk. Please use the included uninstaller before installing the pre-release.





1099-MISC/NEC Changes for 2020
Posted 12/14/20 10:00 AM PST

The IRS has issued a new form for non-employee compensation. Click Here for IRS Info. Upgrade to Clients & Profits 11.3 to get the latest changes/additions to the 1099s.





Apple Big Sur Compatiblity Release Update
By Scott Calafiore - Posted 11/10/20 11:05 AM PT

Apple will be releasing it's latest version of macOS "Big Sur" on Thursday, November 12th 2020. Due to significant architecture changes, Clients & Profits is not compatible with macOS Big Sur. We will have a release that runs on Big Sur as soon as possible, and are working with our development team to expedite the process.





macOS Big Sur Preliminary Compatibility
By Scott Calafiore - Posted 9/15/20 11:03 AM PT

Our development team has spent the summer testing Clients & Profits with the brand new macOS Big Sur. This new OS has been redesigned to accommodate for the new Apple chips, so it’s no surprise that there are a lot of changes. This new architecture will require Clients & Profits to integrate some updates to allow compatibility with the new OS before it can be used. Please check back with us before you upgrade to macOS Big Sur (not yet released). We’ll be delivering more news as we work with our development platform to accommodate these new changes.





Clients & Profits 11.3 Recommended Upgrade
By Scott Calafiore - Posted 8/19/20 1:36 PM PT

Clients &Profits 11.3 was released early this year to address compatibility with the latest macOS Catalina. Due to the pandemic, many of our users and people across the world have been working remotely without the help of any IT infrastructure. In considering the needs of our users, we have decided to keep Clients &Profits 11.3 as a "soft release" (optional). Although, we do strongly recommend users upgrade to our latest version as soon as possible to keep up with the latest updates. We do not have a date yet as to when the 11.3 will be a required update, but we want to be clear this will happen eventually.

*As a reminder, there will be no updates to Clients &Profits X to address compatibility with Catalina. Any one still using Clients &Profits X that needs future macOS compatibility should contact our sales team at 1-800-272-4488 or through our website.





Clients &Profits 11.3 Windows Release
By Dave Braford-Grimes - Posted 4/8/20 11:30 AM PDT

We are pleased to announce the release of Clients &Profits 11.3 for Windows 8.1 and higher (64bit).
If you are interested in downloading the latest upgrade, please contact our sales team here.
You may also contact our sales/suport team direclty by calling 800-272-4488 or 800-521-2166.
Additional installation steps may be required, and are outlined here.





Shelter in Place Order California COVID19
By Scott Calafiore - Posted 3/20/20 07:59 AM PDT

As many of you already know the State of California has issued a shelter in place order for people living in the state. Our offices are in Oceanside, California. How does this affect our services? In light of recent events, we’ve been preparing for the last month to move all employees to work remotely. Many of our employees have been working remote for the past couple of weeks. As of today, our Help Desk and Sales team will be fully remote. This was already planned, prepared and tested before the order so we expect a fairly smooth transition. Please understand there may be some small delays with calls and the actual sound may be less than normal as many of these employees will be using their home internet to speak with you. If at all possible please email our Help Desk or Sales teams. We appreciate your cooperation during this time. In the meantime we’ll still do everything we can to answer your questions as soon as possible. Be safe out there!





Clients &Profits Catalina Compatibility
By Scott Calafiore - Posted 3/18/20 09:27 AM PDT

We are pleased to announce the release of our latest upgrade Clients &Profits 11.3. This upgrade is now compatible with macOS Catalina (the latest version of macOS). If you are interested in downloading the latest upgrade please contact our help desk or sales team by email using the email link above or call us directly. At this time we are only releasing 11.3 for macOS, the Windows version still has a few items that needs to be addressed and will be released very soon. In the meantime there are no issues using both 11.2 and 11.3 to access you data. Please report any issues to our help desk.





Clients &Profits Beta Release
By Scott Calafiore - Posted 12/11/19 08:10 AM PDT

Clients &Profits has released its new Clients &Profits Cloud Beta that is compatible with macOS Catalina. This release is not only Catalina compatible, but also has some other upgraded features which we'll be talking more about soon. You can obtain a copy of this beta release by contacting our Clients &Profits Help Desk or our Sales team.

Please take into account that this is still beta software and is not intended to be relied on for normal use just yet. The release is for testing only and should be used only for previewing and testing purposes. Any issues found with this release should be reported to the Help Desk for review.





Catalina News
By Scott Calafiore - Posted 11/12/19 08:37 AM PDT

We want to address a few items that have come up recently regarding the Mac OS Catalina (10.15) upgrade. Clients & Profits Cloud is currently not compatible with Mac OS Catalina (10.15). We hope to have a Beta out this month for the upgrade that will provide this compatibility. We've recenlty fielded some calls reguarding Adobe Creative Cloud's requiremnt for upgrade to Catalina. According to the Adobe Creative Cloud website, their products are compatible with Mac 10.12 and up and do not require Mac OS Catalina (10.15).Please check their website for compatibly https://helpx.adobe.com/creative-cloud/system-requirements.html

If you have upgraded to Mac OS Catalina (10.15), you can still run Clients & Profits from a cloud-based Windows virtual machine. You can also re-install Mojave which is still available in the app store. Here are some providers that offer cloud and local windows virtual machine options:





IMPORTANT
Don't use macOS Catalina with Clients & Profits

By Scott Calafiore - Posted 10/7/19 01:45 PM PDT

Apple released the latest upgrade to macOS entitled macOS Catalina (10.15). We do not recommend upgrading to Catalina at this time if you are using the Clients & Profits application on your computer. Our team is currently working on a new release for Clients & Profits Cloud that will be compatible with macOS Catalina. We will release more details when the official release is available. Any users only logging into the Jobr Mobile interface will not be affected by the Catalina upgrade. Jobr Mobile has been tested and works just fine on this platform.

If neccessary you can still download Mojave from the apple store.





Clients &Profits Cloud 64-bit/Catalina Compatibility
By Scott Calafiore - Posted 8/23/19 04:01 PM PDT

Clients &Profits is currently working on a new 64-bit application for the Clients & Profits Cloud application. This application will be compatible with the new Mac OS Catalina. Release date to be announced here. Please note that there are no plans to upgrade earlier versions of Clients & Profits to 64-bit.





Mac OS Mojave Compatibility Update
By Scott Calafiore - Posted 9/25/18 11:58 PM PDT

Our initial testing has found no issues or compatibility conflicts running Clients & Profits Cloud or Clients & Profits X on the latest release of Mojave OS (OS X 10.15). Apple has official put off it's 64-bit cut off until a future release. We still recommend checking with your IT staff before updating as they may advise a waiting/testing period before you install the OS X update.





Mac OS High Sierra Compatibility
By Scott Calafiore - Posted 9/27/17 02:23 PM PDT

Our initial testing has found no issues or compatibility conflicts running Clients & Profits Cloud or Clients & Profits X on the latest release of High Sierra OS (OS X 10.13). We recommend checking with your IT staff before updating as they may advise a waiting/testing period before you install the OS X update.



Mac OS Sierra 10.12 Update
By Scott Calafiore - Posted 9/20/16 03:00 PM PDT

As you may already heard Apple has released a new OS, Mac OS Sierra. Our initial testing with the preview and current release has found no issues or compatibility conflicts running Clients & Profits Cloud or Clients & Profits X. We recommend checking with your IT staff before updating as they may advise a waiting/testing period before you install the OS X update.






Mac OS X 10.11.4 El Capitan Update
By Scott Calafiore - Posted 3/22/16 03:20 PM PDT

Our initial testing has found no issues or compatibility conflicts running Clients & Profits Cloud or Clients & Profits X on the latest incremental release of El Capitan OS (OS X 10.11.4). We recommend checking with your IT staff before updating as they may advise a waiting/testing period before you install the OS X update.



Mac OS X 10.11 El Capitan Update
By Scott Calafiore - Posted 9/29/15 03:15 PM PDT

Our testing has found no issues or compatibility conflicts running Clients & Profits Cloud or Clients & Profits X on the pre-release version of the new El Capitan OS (OS X 10.11). The new OS is scheduled to be released tomorrow Wednesday September 30th. We recommend checking with your IT staff before updating as they may advise a waiting/testing period before you install the OS X update.

Note: As with the previous OS X Server update, hosting the built-in database for Clients & Profits X is not recommended with this legacy technology. If you would like more information on Clients & Profits Cloud please call our sales team at 1-800-272-4488.






"We always get prompt service and call backs when needed." -- Janice Ramsey, Daniel Brian & Assoc.