SafeSend Product News - October 25th, 2025

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

Gather A.I.

Improvements

• AI Document Recognition Improvements:

  • Real-Time Recognition Status: Source Document upload status now updates in real time so staff can see exactly when documents are recognized instead of waiting and guessing.
  • Expanded Form Coverage: Improved 2025 models now recognize more IRS and non-IRS documents, including 1095 A/B/C forms, reducing "unknown" classifications and speeding up processing.

• Improved Mapping Logic: Updated source document mapping rules mean fewer misrouted documents and less time spent on corrections.

• Custom Questions to DRL: Build Document Request Lists directly from Custom Question responses within one flow, eliminating manual list creation and reducing back-and-forth. Enhanced preview capabilities let clients see exactly what's requested, while progress tracking and event monitoring give admins full visibility into task completion and adoption.

• Batch Delivery and Schedule Control: Schedule and send batches faster with an optimized picker that reduces clicks and human error across large deliveries. A new download option lets staff grab fillable organizers immediately when timelines are tight, no need to wait for the full delivery flow.

• Client Tracking & Audit Controls: Track and classify client and user activity with centralized logic that supports accurate, long-term analytics. Enhanced UI and role-based access controls make auditing easier for admins, while a definitive ledger captures every upload and deletion, preserving history and tightening security.

• AI Source Doc Auto-classify (Firm Side Uploads): Automatically recognizes, classifies, and groups unorganized client drop-offs at upload, eliminating manual sorting, reducing errors, and keeping workflows in Gather instead of diverting to a DMS.

• Mobile Enhancements: Clients can now complete Custom Questions and navigate the full Gather experience on mobile, boosting completion rates and reducing the need for follow-up reminders. Clients no longer see prompts to fill organizers that don't exist, eliminating dead-end taps and streamlining the mobile experience.

• Office-Level Usage Reporting: Filter and sort usage reports by office to see location-specific adoption and performance, enabling better benchmarking, resource allocation, and targeted training.

• “Report a Problem” Enhancement: A user can attach a file (.jpg, .png, or .pdf) when reporting a problem to avoid back-and-forth and speed up resolution.

• Data Governance and Control Enhancement:

  • Delete Source Documents: Remove uploaded documents directly from Delivered and Archived reports, reducing clutter, minimizing risk exposure, and giving firms control over what stays in the system.
  • Disable Taxpayer Login for Inactive Companies: Taxpayers can no longer access disabled company accounts, and signing reminders automatically stop to prevent unintended access and notifications.
  • ERO-Only User Restrictions: ERO-only users are now unavailable during Gather processing to keep assignments aligned with firm roles and compliance requirements.
  • Client Management Settings: Set default routing for client responses to standardize workflows and reduce manual corrections across engagements.
  • Edit Email Notifications After Delivery: Update email notification settings post-delivery without needing to resend the entire package, allowing quick fixes to communications.

• UI and Navigation Improvements:

  • The “NEXT” button Clarity: The “NEXT” button now clearly indicates you're proceeding to the next step in the request, reducing confusion and improving completion rates.
  • Standardized Chevron Dropdowns: Consistent dropdown behavior across the application provides more predictable navigation and a smoother user experience.
  • Source Document Download Details: Updated screen layout and backend sizing deliver cleaner, more readable download history views.

• SPBinder Integration: Send source documents from Gather A.I. to SPBinder with one click—no downloads, manual binder creation, or separate uploads. This release supports only CCH Axcess and Thomson Reuters GoSystem Tax, with manual transfer workflow, status tracking, and role‑based access controls.

Resolved Issues

• Fixed an issue where some questionnaire pages were not fillable.

Returns

Improvements

• Faster, Smarter Filtering in Usage Reports: Clean, unified filters for product type, return type, office, and date range help you get to insights faster. New return attributes like State Only, Amended, Draft, and Final provide more precise reporting, while quick date picks and grouped filters reduce clutter and speed up analysis.

• Heads-Up Alert Before Forced Logout: A new popup warns you when session data nears the browser's limit so you can save work and close tabs to avoid forced logout and lost progress. The alert automatically appears when the cookie size threshold is reached.

• MFJ Spouse Signing Fixed for Group Deliveries: Ensures controllers can enter spouse information or sign on the spouse's behalf when needed. Restores the spouse signing flow so steps aren't skipped and eliminate workarounds like sending returns outside the group.

• Duplicate Return Alerts for All Statuses: Detects duplicates by SSN, tax year, and return type across the board and now warns even when a prior return has already been signed. Excludes deleted returns to avoid noise.

• My Downloads Popup Refresh with Retry Option: Cleaner desktop experience for CPAs in the My Downloads popup with instant retry for failed downloads to keep work moving. Backend improvements support smoother retries.

• CPACharge Payments on Mobile: Mobile users are now prompted to complete payment on desktop for a consistent experience. Aligns CPACharge with existing Stripe behavior to reduce confusion and lowers errors by directing users to the supported flow.

• Edit Taxpayer Email Without Requiring Spouse Email: Spouse email is no longer mandatory to update taxpayer info on delivered returns, removing blockers so firms can make timely contact updates and keep workflows moving even before spouse participation.

• Download All Respects Consent: Blocks paper file download if a client skips the consent form, while still allowing other documents to be downloaded. Clear prompts guide clients to complete consent first, ensuring compliance.

• Mobile Safeguard: No E-File Downloads When Signature Stamping Fails: Prevents e-file access on mobile until signature stamping is successful. In-app messaging explains next steps to resolve issues quickly and protects compliance and data integrity.

• Accurate International Phone Number Support in Client Management: Supports country-specific digit lengths (e.g., Belgium, Guatemala) so numbers save correctly. Ensures numbers in Extensions match what's stored in Client Management and eliminates truncation and failed saves for global clients.

• Signing Details Shows Delegate Information: E-Sign details now displays the delegate's email when a delegate completes signing, improving transparency and auditability in delegation scenarios and giving firms clear visibility into who signed and how.

• Thomson Reuters GoSystem E-File Integration: SafeSend Returns now integrates with Thomson Reuters GoSystem Tax APIs, allowing eligible customers to e-file tax returns directly from SSR. This streamlines the process—no more exporting from SafeSend and importing into GoSystem for e-filing. Please note, this will require an update to GoSystem Tax that will be released on October 31st, 2025. 

Resolved Issues

• For In-Office E-Sign, clicking page thumbnails in the right-side navigation panel now properly navigates to the selected page in the main document viewer, eliminating the need to scroll manually through multi-page documents.
• Fixed an issue where pages moved from a return to Additional E‑Sign were not visible in Preview.
• Fixed an issue where the watermark changed to "None" when reprocessing a return.
• Fixed an issue where Taxpayer Preview bookmarks in Review Tax Documents were not actionable.
• Fixed an issue where documents moved to Additional E‑Sign did not appear in Taxpayer Preview.
• Fixed an issue where users couldn't place signature fields on Additional E‑Sign documents when navigating pages with the arrow keys.
• Fixed an issue that blocked delivery when DOB was missing. Returns can now be delivered without a DOB.
• Resolved a bug that removed delegate email from Client Tracking following the UI refresh.
• Fixed an issue where some manually added VA vouchers disappeared, showed no date, or displayed an incorrect amount.
• Fixed an issue where a comma was missing from sender info in Outlook.
• Resolved a bug where phone or fax numbers could not be saved for Office Locations.

Signatures

Improvements

• Mobile Taxpayer UI Refresh: A refreshed mobile experience aligns with other SafeSend products for a unified look and feel. Simpler flows improve mobile use, and an intuitive design reduces errors and support needs.

• New Controls for Signatures: Email ID, Phone Number, and Stamping fields are now available in Signatures, giving users the ability to tailor documents to specific data capture needs. Predefined controls reduce manual entry and setup time, speeding up document preparation and improving relevance and professionalism.

• Mail Merge CSV Label Update: The Mail Merge CSV column has been updated from "Signer name" to "Recipient name" for clearer terminology and consistency across the product, reducing confusion during setup and improving alignment with how the field is used.

Secure File Transfer (formerly Exchange)

Improvements

• Firm Upload Enhancement (Portal + Outlook Add-in): Upload to private or shared folders from the Portal or Outlook Add‑in with retention and expiration controls. Only owners and editors can upload; shared users get notifications, and all uploads appear in the Files tab with multi‑file support and company file rules.

• Smart Folder Management: Move items only into folders where you have Edit access; View-only folders stay protected. Edit-enabled shared folders are highlighted, retention rules apply on moves, View-only subfolders are hidden even if the parent has Edit, and the experience is consistent across Inbox, Requests, My Files, and the Add‑in.

• See New Messages at a Glance: Unread badges and counts make it easy to spot what's new, indicators show the moment a message is opened, and unread state persists across sessions so you never lose your place.

• Cleaner Compose and Document Request Experience: Full-screen, responsive modals give you more room to work with familiar fields and validations for a faster, clearer flow. In the Add-in, choose the standard email template or a clean, no-template message with a Download Files link.

• Expanded Support for Additional File Types: Supports additional commonly used backup formats like RTNBAK and TRB, reducing manual conversions and streamlining workflows. All uploads are still governed by your firm's allowed/restricted file-type settings to maintain security and compliance.

• Real-Time and Reliability Improvements: Near real-time updates for Document Requests (adds, deletes, moves) help teams stay in sync across the application. Cleaner folder deletion in My Files eliminates unnecessary warnings, while accurate folder listings in "Move to" pop-ups prevent accidental moves and confusion.

Organizers

Improvements

• Encrypted File Upload Validation: Prevents encrypted documents from being uploaded in Proforma, Batch, and Additional E-Sign scenarios with clear error messages explaining why the upload failed and how to fix it, reducing confusion and support requests.

• Flexible Signature Controls with Decline Option: Signature controls can now be set as non-mandatory, giving taxpayers the option to decline signing instead of being blocked from completing their request. Status labels have been updated to "Declined/Partially Declined" for clarity, and reports now prioritize the most meaningful status at a glance.

• Mobile Signature Navigation Improvements: Navigate between multiple signature documents on mobile with a collapsible left panel that lets you jump directly to any section or file. No more getting stuck on one document—scroll back and forth between Engagement Letters, Additional E-Sign documents, and Organizers just like you can on desktop.

Resolved Issues

• Resolved a bug that prevented highlighting on landscape pages with placeholders.
• Resolved a bug that prevented sorting on the "By" field in Client Tracking.

SafeSend One

Improvements

• Client Portal Users Report: New report shows which clients are registered and their most recent login activity, helping firms track adoption and provide proactive support.

• Client Portal - Mobile Compatibility: Access, review, sign, and upload from any device, including mobile, for greater flexibility on the go.

Tic Tie Calculate

Improvements

• Smarter Cross‑References: Reposition cross-reference markings anywhere on the page with fine-tuned layout control. Link a single source to multiple destinations (up to 10) and cycle through linked targets in order using right-click navigation.

• Personalized Markup Preferences: Your preferred color, size, zoom type, and "last used" choices for numbers, letters, symbols, and cross-references now reliably apply to PDF output. Cross‑reference settings now carry through on repeated marking tasks, eliminating confusion.

• Stay In-Sync with Your Suite Session and Access: Instant pop-ups notify you if your Suite session ends so you can save work before forced logout. Clear alerts when your permissions change keep you informed of access levels, and automatic surprises are eliminated when moving among SafeSend Suite applications.

• Cleaner Calculator Printouts: Long calculator tape titles now wrap to fit additional lines, reducing cut-off names on PDFs. Smart word wrapping handles spaces gracefully and manages very long words, while every calculation label is readable and audit ready.

• Bookmark Deletion: Fully Audited: Every deletion is logged with the bookmark name, whether removing just the bookmark link or the bookmark plus other bookmarks tied to that page, delivering complete historical tracking and accountability.

• Usage Insights for Admins: See which firms and roles use the plugin most, how often it's used, unique sessions, and time spent. Spot adoption trends, target training, and quantify ROI with centralized analytics designed to plug into your analytics tools for streamlined visibility.

• Refreshed TTC Branding Across the App: Updated plugin icon, pop-ups, About, Check for Update, Auto Sign-In, and login screens for a polished, modern feel with cleaner UI and fixed minor visual issues for a more consistent experience.

• Streamlined Settings and Privacy-First Analytics: Removed a confusing, non-functional "Auto Renew" setting to simplify user preferences.

APIs

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