July 28th 2023 Product News for the SafeSend Suite

An update to SafeSend products was released. See below for more information about the changes.

SafeSend Suite

Improvements

• Migrated the Developer Section to the SafeSend Suite navigation dropdown widget for easy access to all of the SafeSend API offerings and configuration needs
• Added Suite Settings in the SafeSend Suite navigation dropdown widget for admins to manage general and security settings at the Suite level
• Access all features of Account Management via the SafeSend Suite navigation dropdown widget
• Added Client Management in the SafeSend Suite navigation dropdown widget
  • View and manage client information for SafeSend Returns and SafeSend Organizers clients from the single place

Resolved Issues

• Fixed an issue where accessing the SafeSend URL from a saved bookmark was generating an invalid webpage message

SafeSend Returns

Improvements

• Stability, reliability, and security improvements throughout all of SafeSend Returns.

Resolved Issues

• Fixed an issue where clients were unable to download Oregon Voucher OR-20-V
• Fixed an issue where the export to Excel of the K-1 Partner Update report was missing information or showing misinformation in random columns
• Fixed an issue where clients could not enter credit card information to pay their invoices
• Fixed an issue where users had to select ERO manually while processing the tax return as the default ERO was not getting populated automatically
• Fixed an issue where Export to Excel was not exporting all the pages of the report
• Fixed an issue where clients were receiving error messages and could not send K-1s successfully to their partners despite having a valid email address
• Fixed an issue where users were unable to save changes made to manual address details in Manual Signature Options
• Fixed an issue where clients received reminders after the documents were e-signed/manually signed
• Fixed an issue where archiving the return was not appearing in the Client Tracking History

SafeSend Signatures & MailMerge

Improvements

• Enhanced user experience with a new modern look and design for simple and intuitive navigation

SafeSend Organizers

Improvements

• Option to set signatures as mandatory or optional in engagement letters, organizer signature pages, and additional e-sign pages
• Restrict client access to the fillable organizer and source document upload before receiving signature by setting signature controls to mandatory

Resolved Issues

• Fixed an issue where the date entered by a client in the fillable date field would not save if the client started navigating pages
• Fixed an issue where the Notes and Upload Section in the right panel of the organizer pages were getting overlapped if the client resized the browser window
• Fixed an issue where a firm did not receive daily document upload notification even when clients uploaded documents

SafeSend Extensions

Improvements

• Implemented dedicated settings specific to SafeSend Extensions
  • Automated payment voucher reminders
  • Retention policy for documents
  • Taxpayer authentication
• Added default document types for additional e-sign documents

Resolved Issues

• Fixed an issue where turning off the voucher reminder settings was not saving and reverting to the original setting

SafeSend Exchange

Improvements

• Preview PDF documents uploaded by the clients before downloading
• Web add-in compatibility for Document Request List
• Users can now search, sort, and filter the Request Documents list
  • Search by using email addresses or client name
  • Sort the requests alphabetically or the newest/oldest
  • Filter based on the current status of the requests

Resolved Issues

• Fixed an issue where clients were not receiving files sent via drop-off links

SafeSend APIs

Improvements

• New endpoints for SafeSend Organizers
  • Upload Organizers via API
  • Archive Organizers via API
  • Send Reminders and Access Links via API
• New endpoints for SafeSend Signatures
  • Archive Signature Request Documents via API
  • Send Reminders and Access Links via the API
  • Delete Signature Request Documents via the API
• New endpoints for User Management
  • Add, Edit, Delete, and Get all SafeSend users via API
• New endpoints for Client Management
  • Add, Edit, Delete, and Get all Clients via API
• Updated Date/Time consistency across all API endpoints
• Improved error reporting when an API request fails

Resolved Issues

• Fixed an issue where deleting a document from the Recycle Bin via the API would fail if the return was locked