SafeSend Product News - April 26th, 2025

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

SafeSend One

Improvements

• Grant 3rd Party Access in Client Portal: Clients can now securely add authorized users to their Client Portal, enabling task delegation while protecting against unauthorized access, fraud, and data breaches.

• Bulk Download in Client Portal: Clients can now select and download multiple files and folders simultaneously, improving workflow efficiency.

• Default Contact by Office Location: Firms can now assign a default contact for each office in My Company. This ensures the correct contact is automatically assigned when a user is deleted, improving performance and reducing delays. Primary Admins will be set as default contacts upon release. Applies to Returns, Group Returns, and Extensions.

• Firms can now generate usage reports filtered by office location, providing more detailed insights across their organization.

• Firms can now select "ALL" under the office location column when importing users into User Management via CSV, simplifying the setup process.

Signatures

Improvements

• Recall Button Addition: Firms can now recall delivered or archived documents, returning them to Drafts for editing while preserving existing controls. Recipients are notified, and recalled documents are removed from their Client Portal task list.

• Document Deletion Enhancement: The "Cancel Document" option has been removed; only the "Delete" action is now available, requiring users to provide a reason through a confirmation pop-up. The deletion reason will be included in recipient email notifications and recorded in the Export to Excel report.

• Change Status Enhancement: Recipients can now select the "Manually Sign" option through a confirmation pop-up. Firms will be notified when a manual signature is selected by a recipient and can update the signature status accordingly, with changes reflected in Client Tracking.

• Design Refresh (Firm-Side Email Notifications): Email notifications have been redesigned to provide key details upfront, making them easier to read and understand.

• A "Subject" column has been introduced in the "Review and Sign Reminder Email" section under Client Instructions to standardize content across all default and customized templates. The subject line will also be consistently reflected in all reminder email notifications.

Resolved Issues

• Resolved an issue where MailMerge would crash when a Client ID merge field was added to the CSV file.

Gather A.I.

Improvements

• File Type Restrictions: Firms can now control which file types taxpayers are allowed to upload using the new "File Type Restriction" setting. Certain common file types, such as PDFs and Word documents, cannot be restricted. Clients attempting to upload a blocked file will see an alert message.

• Default Questions Forms: To simplify the questionnaire process, Gather will now offer two standard questionnaires by default, helping firms avoid recreating common organizer questions or sending separate fillable forms.

• Bulk Selection on Delivered Reports: Users can now bulk select records on the current page or across all pages in the Delivered report to perform actions like Delete, Send Reminder, Archive, and Export to Excel.

• Enhanced Client DRL User Experience: Clients can now hover over requests to quickly mark them as "N/A." They can view detailed document information (like account numbers) and drag and drop uploads directly to the right DRL item for faster completion.

• Expanded Auto-DRL Item Extraction: Auto-DRL extraction has been enhanced to capture more relevant documents, reducing the need for manual additions. Firms will experience faster, more accurate DRL generation for each Gather request.

Resolved Issues

• Resolved an issue that prevented users from downloading 1098 source documents uploaded by clients.

• Resolved an issue where delivered Gather requests were not appearing in the Delivered Reports or Undelivered Batch Reports.

• Resolved an issue where a user was not receiving the K1 Progress notification if organizer was not included in the Gather delivery creations.

• Resolved an issue where the Text section for editing or adding messages was missing in Client Messages and Saved Messages.

• Resolved an issue where downloaded Custom Questions became misaligned and text was cut off after a page break.

• Resolved an issue where users were unable to download individual completed Gather requests when the organizer was not included in the delivery.

• Resolved an issue where the Organizer Reminder date was not appearing in the column when the report was exported to Excel.

Returns

Improvements

• CPACharge Integration: Firms can now connect their CPACharge account directly from the Vouchers & Invoices page in Returns Settings. Clients can easily pay by credit/debit card or ACH transfer by clicking the "Pay Now" button when an invoice is included with the delivery.

• Enable KBA for Grouped Returns: Firms can now send 1040 returns in a group, and clients will be prompted to complete Knowledge-Based Authentication (KBA) before signing.

• Entity Returns without K-1s: Firms can now upload entity returns without a K-1 package by simply unchecking the designated box in the upload window.

Resolved Issues

• Resolved an issue where clients could see the "Access Client Portal" link in return emails even when the Client Portal was disabled by the firm.

• Resolved an issue where individual returns sent after Group returns were incorrectly added to the existing Group.

• Resolved an issue where default watermark settings were not correctly applied to grouped returns.

• Resolved an issue where returns submitted to SafeSend via the UltraTax integration showed as "uploaded as a draft" in the Outlook preview of the Ready for Processing notification, even though the full email displayed the correct Ready for Processing text.

• Resolved an issue where users encountered manual voucher loading errors while processing a return.

• Resolved an issue where Export to Excel reports were not appearing in the My Downloads folder.

• Resolved an issue where users encountered a delivery failed status when attempting to redeliver a recalled return.

• Resolved an issue where K-1 masking was incorrectly applied to recalled returns that were reuploaded with corrections.

Exchange

Improvements

• Updated Mail Reply Structure: Emails are now grouped into expandable threads by subject, showing the latest messages first. Users can search within threads, manage individual messages, and move entire threads along with their files. Sent items linked to replies are also included for full context.

• Enforce Default Retention Periods: Firm admins can now set default folder retention periods and restrict users from changing retention settings for messages, DRLs, and folders, ensuring compliance.

• Contact Person Per Office Location: Firms can now assign a unique drop-off contact person for each office location instead of using a single contact for the entire organization. This enhancement ensures support requests are routed to the correct office.

• Web Add-In Enhancements: Firms using the web add-in can now view uploaded files while composing a message in MS Outlook, improving workflow clarity. Additionally, users can now easily edit and customize messages after applying a web template

• Quick Reply Without Secure Messaging: Firms can now send quick, simple notes without triggering secure messaging or authentication. The new "Quick Note" button allows short messages (max 300 characters) while retaining the original message’s retention period.

• Client Portal Enhancement: Clients will no longer see duplicate DRLs on their Client Portal Home page when the same DRL is sent to multiple email addresses linked to one account. On the firm side, the system now identifies linked emails, displaying the primary email in the "To" field and listing others under "Alternate Contacts."

Resolved Issues

• Resolved an issue where users were unable to add hyperlinks to DRLs using the command option.

Organizers

Improvements

• A new email template has been introduced to notify both clients and firms when a client declines to sign a non-mandatory signature field in the engagement letter.

APIs

Improvements

• Launched initial Gather APIs, allowing firms to retrieve in-process Gather engagements.

• SafeSend Returns APIs now support Group Returns, enabling firms to retrieve and manage grouped return data through API integrations.

• Added a new SafeSend Signatures Status Change Webhook.

• Visit our Developer Portal  for more information to discover more detailed documentation.

Tic Tie Calculate

Improvements

• Firms can now use all TTC features without disabling Adobe’s protected mode, allowing them to maintain security standards while working efficiently.

• Firms can now send edited workpapers directly from TTC without leaving the platform, maintaining both security and efficiency.