September 17, 2021 Update Notes

Please see below for recent product updates to the SafeSend Suite™.

SafeSend Returns® 

Saved Messages 

• Returns no longer fail to deliver due to the Message from Preparer length. 
• Taxpayer Preview no longer fails to load due to the Message from Preparer length. 

User Access Settings 

• Sending a return to another User via Internal Routing will automatically assign the return to the recipient and, if enabled, change Set Access to the designated user. 

Watermarks 

• Watermarks applied to landscape-oriented pages now display properly. 

Manual Addresses 

• Firm addresses no longer show spaces as “%20” in their formatting. 
• Firm addresses will now display both lines of the address when viewed by the Client. 

Stripe Enhancement

• Payments made with the integrated Stripe product now include the client’s name and email.

SafeSend Signatures™ 

Mail Merge 

• There is a new version of the Mail Merge program available for download. Users will be prompted to download the update when accessing.  The update includes recent fixes.
• Mail Merge controls and text fields now keep their positions when placed in tables or after tab spaces. 

Report Filter 

• Fixed an issue where searching via Signer Email took a long time to load results. 

SafeSend Organizers™ 

• The Help link now directs to the SafeSend Organizers Help Center. 
• The Errors tab is now suppressed if no errors are detected during Batch Processing. 

SafeSend Exchange™ 

• Firefox has been optimized for loading the online portal and downloading files to match the experience of other browsers.