SafeSend Product News - January 25th, 2025

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

SafeSend One

Improvements

• Client Portal Enhancements:

  • Client View: Introduced the Client View feature in the Client Portal, enabling firms to support their clients more effectively.

  • Retention Policy: Firms can now set a separate document retention policy for the Client Portal, providing flexibility to align with their internal retention guidelines.

  • Client Tracking: Firms can now monitor client login activities, including successful or unsuccessful logins, PIN resets, and primary email ID changes in Client Tracking.

  • Primary Email ID Reset: Clients can now update their primary email ID without logging into the Client Portal, ensuring access even if their email account is compromised.

  • Firms can now send their clients customized initial emails for Returns and Extensions when the Client Portal setting is enabled.

• Updated SafeSend branding across all products to better align with customer expectations and improve customer experience.

• To enhance security, users can no longer update their email ID from the My Profile section.

Returns

Improvements

• Introducing Draft Returns: Firms can now send draft returns to clients for review, streamlining communication and reducing clarification needs.

• Recall Return: The "Upload Corrected Return" icon remains available until the return is re-delivered, enabling users to quickly upload an updated return.

• Users can now add office locations to Grouped Returns, ensuring the processing of grouped returns is as seamless as individual returns.

• On the 'Distribute K-1 Documents Electronically' page, the status will now update when an email ID is modified, and the K-1 is redistributed. Additionally, clients and firm users can click on values in the Status column to view the Status History report.

• Filters applied to reports for specific return types will now also be reflected in the 'My Downloads' section.

• Enhanced in-office e-sign functionality with tablet compatibility.

Resolved Issues

• Resolved an issue where users were not receiving confirmation emails after successfully resetting their passwords.

• Fixed an issue that prevented firms from updating a client's phone number after the client signed their 1040 return.

• Resolved an issue in Grouped Returns where firms were not receiving bounce-back email notifications when a user updated an email address or sent a reminder to an invalid email.

• Resolved an issue in Grouped Returns where scheduled automated reminders were not updating according to return level settings and instead remained aligned with the firm level settings.

• Resolved an issue that prevented users from updating and saving mailing addresses while processing a return.

• Resolved an issue in Grouped Returns where controllers continued to receive signing reminders even after all returns in a group delivery had been signed.

• Resolved an issue where disabling delegation for 1040 returns did not automatically disable delegation for 1040-NR returns.

• Resolved an issue with the recognition of the 2023 Texas Franchise Tax form in CCH.

• Resolved an issue where moving pages into the 'Additional E-Sign Documents' tab caused the removal of the Radio Button and Check Box options.

• Resolved an issue where bulk updates in client management removed the assigned ERO/Signer.

• Resolved an issue where the mailing address from Account Management was not fully displayed on the Delivery Options tab.

Gather A.I.

Improvements

• Redesigned the 'Download Documents' pop-up to enhance user experience:

  • Increased Size and Flexibility: Enlarged the pop-up and added adjustable sizing for improved usability.

  • Client ID Display: Included a 'Client ID' field to provide relevant client information.

  • Category Column: Added a 'Category' column to display the category associated with each file type.

  • Upload Date: Introduced an 'Upload On' column to indicate the date each file was uploaded.

• Firms can now upload and mark off source documents on behalf of their clients for a delivered Gather request, streamlining the document submission process.

• Enhanced filter options in the 'Request Document' column by introducing percentage ranges, allowing users to select multiple ranges for more precise filtering.

• Enhanced the progress bar for 'Request Document' in Delivered Reports to display DRL completion percentage, uploaded document count, and a detailed breakdown of percentage completion when users hover over the progress bar.

• Enhanced AI capabilities to scan multiple source documents within a single file and automatically update the DRL accordingly for improved efficiency.

• Clients can now upload multiple files to a single DRL item, providing greater flexibility and convenience.

• Enhanced the 'Engagement Type' column on the Send page to help firms easily identify Entity or Individual type requests. Firms can now add or update engagement types directly in General Settings.

• Clients can now print the DRL list, making it easier to gather non-digital source documents for added convenience.

• Added an alert message about image size in email templates within Client Instructions to ensure successful email delivery.

Resolved Issues

• Resolved an issue where an incorrectly entered access code was not automatically clearing after an error message was displayed.

• Resolved an issue with interest amount recognition in the 1098 form.

• Resolved a navigation issue where using the browser's back button redirected users to an error page.

• Resolved an issue where duplicate entries were generated for a single document upload in Delivered Reports.

Signatures

Improvements

• Users can now resend access links for e-signed, partially signed, and out-for-signature statuses by either copying the link address or delivering it directly from Signatures.

• Users can now drag and resize the freeform text box in signature documents, enhancing visibility for clients.

• Users can now copy email IDs directly from the dropdown on the 'Add Signer' page, eliminating the need to manually re-enter the same email ID for multiple recipients.

• A toaster message has been added to alert users that signature placement is only possible at a 100% zoom ratio, preventing errors during delivery.

• Added enhancement that automatically moves expired documents to the Recycle Bin from Delivered and Archive reports once the expiry date has passed. Additionally, the system will disable both manual and auto-generated reminders for these documents.

• Introduced a 'Recipient Name' field on the 'Add Signer' page to help clients easily identify whose signature is being requested in the Client Portal.

• Updated the 'Canceled Document' email notification to include the reason for cancellation, providing clearer communication to clients.

• Updated signature controls to be optional, allowing users to send documents without requiring signature controls.

• Introduced an unlock feature that allows users to unlock recipients who were locked out of direct access links after failing OTP authentication.

• Added a toggle in General Settings to make Client ID mandatory for each delivery, ensuring better data management.

• Improved client tracking event descriptions to offer users greater clarity and understanding.

• Implemented notifications and reminders in the Client Portal for merged email IDs.

• Revised email templates in the Client Portal by adding hover-over text to offer more explicit guidance to clients.

Resolved Issues

• Resolved an issue where the Client Portal link was incorrectly included in Signing Reminder emails, even when the Client Portal was not enabled by the firm.

• Resolved an issue where the 'Stamping Service Failed' status was incorrectly displayed as 'Not Signed' in the Signature Status.

Exchange

Improvements

• Users can now move DRLs with a 'Completed' status to 'My Files' for improved organization and accessibility.

• Introduced 'Manage Columns' and 'Filter' functionality in the Document Requests History report to enhance efficiency and usability.

• Redesigned the CPA Message feature on the client side for improved visibility. The message now automatically appears after successful authentication. Clients can close the message and easily reopen it from the right side of the page.

• Redesigned the mobile experience for clients to enhance efficiency and convenience.

• Client Portal Enhancements:

  • Implemented notifications and reminders functionality for Exchange within the Client Portal.

  • Integrated Exchange tasks and actions into Client Portal's 'Recent Activity' functionality.

  • Integrated Exchange tasks items into the 'Completed Task' functionality for improved task management and tracking.

Extensions

Improvements

• Introduced a dedicated email notification to instruct clients to review their extensions, ensuring clear communication.

Resolved Issues

• Resolved an issue where an incorrect Massachusetts payment URL was displayed in extensions.

APIs

Improvements

• Added a webhook for Client Management to capture changes in Client Management data, simplifying updates to the firm's CRM.

• Developed a new API Developer Portal to streamline access to documentation and sample code, enhancing usability for developers. Visit our Developer Portal  for more information to discover more detailed documentation.