Software Updates

Our quality engineering produces new software that's released daily, with bug free and secure code. This creates happy customers!

General Ledger Enhancements

November 2, 2026

Your General Ledger got a glow-up. We rebuilt it from the ground up so you can find what you need, save your favorite view, and keep your receipts right where they belong. Less scrolling, less digging, more getting back to your day. What you can do now: The new General Ledger is available to all […]

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Estimate Improvements

August 31, 2026

Your estimate should help you win the work, not create more work. That’s why estimates in Patriot Accounting just got a major upgrade. You can now add departments, discounts, attachments, and duplicate estimates with one click. Then, convert accepted estimates into invoices without entering everything again. Here’s what’s new. Keep estimates organized by department Assign […]

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example of estimate page in Patriot software accounting

Stripe Refund Automation

August 31, 2026

Refunds are a normal part of business. Cleaning up the accounting afterward shouldn’t be. With Patriot’s new automation, you can refund a customer’s Stripe payment directly from Patriot Accounting. Patriot automatically records the transaction, updates your reports, and keeps your books accurate. Consider the accounting cleanup officially off your to-do list. Refund payments without the […]

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Stripe refund link Patriot accounting

Employee E-signatures in Patriot HR

August 17, 2026

The print-sign-scan shuffle is officially retired. With electronic signatures now built into Patriot HR, getting offer letters and onboarding documents signed, and getting signed acknowledgement for other timely documents is as easy as hitting “send.” Paperwork without the paper Attach offer letters, policy acknowledgements, and other onboarding documents directly to a new hire’s self-onboarding invitation […]

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a view of document signature status on templates and documents in Patriot HR

New User Drop-Down Menu

July 18, 2026

We’ve redesigned the user menu in the top right corner of your account to bring several settings and links together in one place. Instead of hunting for account options across different pages, you’ll now find everything organized in a single dropdown when you click your avatar. Here’s what’s inside: Your name and email appear at […]

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Quickbooks Online Integration: Send Past Payrolls

July 17, 2026

We’re excited to announce an improvement to our QuickBooks Online integration! Customers using either our standard QuickBooks Online integration or the Enhanced QuickBooks Online integration (Beta) can now send past payrolls to QuickBooks directly from the Integration Status Report. Previously, only payrolls run after the integration was connected could be sent over. If you ran […]

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status integration report in Patriot

Auto Payroll Just Got a Simpler Setup

July 15, 2026

Good news for anyone who’s been putting off setting up Auto Payroll: it’s easier now. We’ve reworked the setup experience for Auto Payroll, our feature that automatically processes recurring payrolls for W-2 employees on a set schedule. The improvements are live for all Basic and Full Service Payroll customers as of July 15. What’s Changed […]

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selecting a previous payroll for auto payroll

New Help Center

June 24, 2026

Finding answers in Patriot just got easier. Our new Help Center is designed to help customers, partners, and employees quickly find the answers they need. What’s New A Cleaner, Easier-to-Use Layout The new Help Center has a refreshed design that makes it easier to browse help articles, training resources, and product guidance. From our new […]

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on-page help