February 9, 2022 Product News for the SafeSend Suite

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

SafeSend Organizers

Resolved Issues

• Fixed an issue where taxpayer notes sent to the firm at the end of an organizer document were getting truncated.
• Fixed an issue where changing the default user to notify about upload events was continuing to send messages to previously configured users.
• Fixed an issue in batch organizers where the Error tab was not displaying for uploads that partially succeeded.
• Fixed an issue where some organizers that were part of a batch were not sending messages to the firm when the taxpayer completed the organizer.