SafeSend Product News - October 26th, 2024

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

Introducing SafeSend Client Portal

• Client Portal provides a centralized place for clients to efficiently manage all tasks, documents, and document sharing that integrates with all SafeSend features.

• Key Features:

  • Task List: Organize all firm-delivered tasks in a single view based on SafeSend features.
  • Document Repository: Clients may view, download, search, and sort all files exchanged between them and their CPA, including received and uploaded documents.
  • Comprehensive Notification: The “Notification Bell" alerts clients to tasks and deadlines, enabling them to act with a single click.
  • Unified K-1 Distribution page: Clients can view all returns requiring K-1 distributions.
  • Tax Payment Page: Clients can manage both estimated and actual tax payments for all returns and extensions.
  • Merge Multiple Email IDs: Clients may add multiple email IDs to their Client Portal account, allowing them to receive and view all tasks and documents sent by their CPA in one place.
  • Recent Activity Window: Enables clients to quickly find and access recently viewed files or tasks.

• To learn more about the portal, please reach out to your Customer Support Representative.

SafeSend One

Improvements

• Introduced a "Select All" checkbox, enabling new users to be added to all office locations simultaneously.

TicTie Calculate (TTC)

Improvements

• Firms can now upload custom symbols, such as logos, for firm-wide use, ensuring a more professional and consistent appearance.

SafeSend Returns

Improvements

• State-Only Returns: Firms can now deliver state returns independently without needing to process and deliver federal returns.

• Implemented functionality to read the penalty field on returns, ensuring accurate updates to the calculation and displaying the correct refund amount.

• Implemented internal tracking for Grouped Returns to facilitate easier audit.

• Updated validation for non-US phone numbers in SafeSend ONE for improved accuracy and compliance.

• Access rights for tax returns will now also apply to the K-1 Delivered Status page and K-1 reminders.

• Updated the default setting to ensure firms no longer receive notifications each time a taxpayer updates K-1 recipient information, unless the taxpayer opts to notify the firm.

• Firms can now re-enable automatic reminders for Returns and Grouped Returns, even after the return's deadline has passed.

• Access settings for a return will now be retained when changing the office location after delivery.

Resolved Issues

• Resolved an issue where Alabama refund vouchers were occasionally misrecognized.
• Resolved an issue where returns in Grouped Returns were automatically marked as “Ready for Delivery” when sent for review.
• Fixed an issue where users' access rights were changing after an upload without any input from users or admins.
• Resolved an issue where the initial delivery email template and signature reminder template did not display correctly to clients when sent from classic MS Outlook.
• Resolved an issue where clients were not receiving a session timeout message on mobile after 20 minutes of inactivity.

SafeSend Gather A.I.

Improvements

• Firms can now view the DRL request name in mapped file names upon download, enhancing organization and tracking capabilities.

• Users can now save time by downloading all source documents as a single PDF file for easier access and management. The single PDF file will be available under “My Downloads,” just like other large files.

• Added the ability to include checkboxes, textboxes, radio buttons, and ERO stamps in e-signature documents, offering greater flexibility for both firms and clients.

• Implemented client search functionality in Gather, enabling users to search by Client ID, Taxpayer name, or Spouse name for improved efficiency.

• Firms can now create and manage custom engagement types for Gather requests, accessible through General Settings.

• Users can now select organizer schedules from a dropdown menu in the organizer step when a fillable organizer is chosen for Gather delivery.

• User groups or individuals added on the delivery page will now receive notifications for Gather request updates, including completed organizers, engagement letters, and file uploads or deletions.

• Lacerte, UltraTax, and GoSystem users now have the option to include or exclude engagement letters for batch deliveries.

• Clients can now mark requested items on the Document Request List as "Not Applicable."

• The CPA download screen now displays "system recognized files" using Gather AI recognition.

Resolved Issues

• Resolved an issue where K-1 forms were not generated as requested items in the DRL, despite K-1 information being in the attached organizer.
• Fixed an issue where client was unable to see the session expired popup.
• Fixed an issue where boxes were getting misaligned on the organizer when included in a batch upload.
• Resolved a recognition issue where multiple 1099 forms processed via UltraTax were not recognized for DRL.
• Resolved a text issue in the “Edit Document Type” popup.
• Fixed an issue where the ERO signature stamp was not saving correctly during the processing of a Gather request.
• Fixed recognition issues related to wages and K-1 while processing a Gather request with UltraTax Lite organizer.
• Resolved an issue where fillable organizer pages were being filled intermittently while processing Gather requests through CCH.
• Fixed an issue where the upload option inside the organizer step in Gather showed incorrect text.
• Fixed an issue where file names changed by the user in the Download Document window were not being saved.
• Resolved an issue where labels created by CPAs in the Download Document window were not getting saved.
• Resolved recognition issues for CCH organizers related to Schedule E and 1099-R forms.
• Resolved an issue where clients were receiving incorrect emails about files being available for download.

SafeSend Signatures

Improvements

• Conditional Controls: Firms can now add conditional logic to radio buttons and checkboxes in delivered documents, guiding clients through the completion and signing process while ensuring compliance and accuracy.

Resolved Issues

• Resolved an issue where checkboxes placed on documents were shifting to the top of the page.

SafeSend Exchange

Improvements

• Users can now move completed DRLs to their personal or shared folders directly from the portal or Web Add-In.

• Users can now create custom email templates for delivering secure messages and DRLs via Exchange (Portal and Web Add-In), with template management available in the Exchange Settings.

• Users can now send encrypted messages without files with custom authentication through Web Add-In, similar to the portal functionality.

• Users can now view detailed file information in the Document Request History report.

• Implemented design enhancements to improve user experience and boost efficiency.

Resolved Issues

• Resolved an issue where users were receiving multiple false email notifications about document uploads by clients.

SafeSend Extension

Improvements

• Disabled voucher reminder when the payment voucher form displays $0.00.

Resolved Issues

• Resolved an issue where the firm was unable to unlock Extensions in certain instances.

SafeSend APIs

Improvements

• Launched a new Developer Portal with an updated design, improved navigation, and consolidated API information in a single, easy-to-access location.

• Enhanced CCH Upload Integration with the following capabilities:

  • Added new filters for Client ID and return types to streamline return imports
  • Delete imported returns to clear up some space
  • Updated existing imported returns data