SafeSend Product News - January 24th, 2026

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

Gather A.I.

Improvements

• Chain Multiple Questionnaires: Firms can now dynamically chain additional questionnaires to a parent custom questionnaire based on client responses. When a client selects a specific answer, a pre-built follow-up questionnaire is automatically added to their Gather request, allowing firms to collect targeted information seamlessly in real time. This eliminates the need to manually review responses and reach out separately.

• Formatting Enhancement: Custom questionnaires now display with proper formatting when printed to PDF or exported to Excel, including accurate representation of dynamic questions and their responses. Previously, printed PDFs did not reflect the correct structure of dynamic questions, making it difficult for firms to review and process client responses offline.

• Customizable Download Order (Merged Source Documents): Firms can now download merged source document PDFs with flexible ordering options and enhanced navigation features. Users can choose to organize documents alphabetically (A-Z or Z-A) for both individual and entity engagements, or by DRL generation order or custom order specifically for 1040/individual engagement types. Unmapped files are automatically placed at the end of the merged document with individual bookmarks labeled by file name.

• Add Questions to Delivered Gather Requests: Firms can now add new questions to a Gather request that has already been delivered to clients, without needing to resend the entire request or collect information offline.

• Sort and Filter DRL for Easier Navigation: Clients can now sort DRLs by completion status (mapped or unmapped) and filter by specific categories, reducing visual clutter and helping them focus on outstanding items.

• Enhanced Download Pop-Up Window: The download pop-up has been redesigned to eliminate clutter and improve navigation. With this improvement, all tasks are now consolidated under the Review Progress modal in the CPA interface, providing a streamlined, single point of reference for easier information access and processing. Firms now have a real-time view of all tasks, with direct access to document previews, organizational details, e-signatures, and client questionnaires.

• Automatic Duplicate Document Detection: Gather AI now automatically reads uploaded source documents and identifies if the user has previously uploaded any duplicate files, then notifies them to review.  This feature enables faster and more accurate identification of duplicate documents, reducing errors and minimizing confusion during processing.

• Automatic Detection and Splitting of Multi-Form Shoebox Files: When a user uploads a shoebox file containing multiple form types within a single attachment, Gather AI automatically detects and displays the different form types along with their respective document request lists (DRLs). Firms can then manually review and directly split the files as needed.

Resolved Issues

• Fixed an issue where firms were unable to edit Client Instructions templates marked as default.
• Fixed an issue where the cursor jumped to the end of the text when editing custom questions, interrupting workflow and making mid-text edits difficult.
• Fixed control positioning on the Complete Organizer page so fields no longer shift unexpectedly when zooming in/out in signer-side client view and preview in Gather.
• Fixed an issue where using the browser Back button after logging out from a signer link could show an "Oops! Something went wrong…" page on the signer side in Gather.
• Fixed an issue where the batch errors screen did not display, ensuring error details are shown as expected in Gather.
• Fixed an issue preventing firms from creating labels for batch deliveries without a DRL in Gather.
• Improved the Client Information page so long Engagement Type text is displayed correctly (including ellipsis behavior) in Gather.

Returns

Improvements

• Support for Form 1120-F (Foreign Corporation) Federal Returns: Firms can now deliver and manage Form 1120-F federal returns directly within the SafeSend Returns using the same secure and familiar workflow used for other federal return types. This enhancement reduces manual processing and handling for foreign corporation filings while maintaining consistency across different return types, simplifying firm workflows.

• Support for Form 1120 H (Homeowners Association) Federal Returns: Firms can now deliver and manage Form 1120-H federal returns for homeowners associations within the SafeSend Returns using the same secure and familiar workflow as other federal return types. This enhancement reduces manual processes associated with these filings while maintaining consistency across return types for smoother firm operations.

• Amended Return Support for Form 1065: Firms can now deliver and manage amended returns for Form 1065 through SafeSend Returns, streamlining the amended return workflow for both firms and taxpayers.

• Returns links in the SMS: Clients can now access links to sign their returns directly from the "Sign the tax returns reminder" text message. After signing is completed, clients receive an SMS with a link to download a copy of their signed tax returns.

• Redesigned Mobile Interface for SafeSend Returns: The update introduces a tile-based summary page view for both pre-signing and post-signing pages, along with a new Payment Summary page, making it easier to review return and payment details on mobile.

• Unified Returns and Extensions Workflow: SafeSend is merging the extension workflow into the existing Returns framework, eliminating the separate Extension product interface while preserving distinct extension functionality. Extensions will inherit capabilities available only for returns, including role-based access controls, group delivery, user notifications, reminders, attachments, invoicing options, and report dashboards.

• Users can now edit the client's phone number on 1040 returns after the return is electronically signed.

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.

Letter Builder

Improvements

• Structure Manager: Define, lock, and reuse firm-approved engagement letter structures (sections, their order, required elements). Admins assemble letters from approved sections and paragraphs so every draft starts compliant, driving consistency across senders, reducing partner/legal back-and-forth, and cutting rework by preventing policy drift at the source.

• Paragraph Library and Mapping: A firm-approved paragraph library mapped to specific sections and services, with policy tags so admins can pull the right, vetted language into each letter. This keeps wording consistent across senders, speeds up assembly, and reduces legal risk by ensuring drafts use current approved language, so reviewers spend less time fixing copy and more time on exceptions.

• Internal Review & Approval Workflow: Route engagement letter drafts to designated reviewers (e.g., partner or legal) with role-based permissions, comments, and required approvals before sending. This ensures the right structure and language are signed off, reduces rework and escalations, shortens approval cycles, and cuts the ad hoc back-and-forth that slows admins down.

• Signature Field Editor: In created letters, users can now edit signature fields, making it easier to finalize details quickly and avoid rework before sending.

Resolved Issues

• Fixed an issue where deleting a template didn't free up its name, requiring users to permanently delete it from the Recycle Bin before creating a new template with the same name.

Signatures

Improvements

• Default Year Configuration for Firm Settings: Firm administrators can now select a default year (calendar year, current tax year, or future year) that aligns with internal reporting and operational preferences. The selected year applies consistently across relevant modules. Administrators can update this setting at any time.

• Implementing 7216 Consent: 7216 consent is now captured automatically within the e-signature workflow, with client responses recorded the moment a document is completed. Consent data appears in delivery and archive reports, allowing firms to quickly filter and identify consented or denied responses without manually reviewing individual forms.

Resolved Issues

• Fixed an issue where bullet points in uploaded Word documents did not retain their original formatting and the system kept converting to different symbols during the signature workflow.

• Fixed an issue where the header disappeared during the authentication step and signing step when a client accessed the signing task from a tablet or mobile device.

Secure File Transfer (formerly Exchange)

Improvements

• Scheduled Send: Portal and Web add-in users can now schedule messages to send at a future date and time (based on their local time zone), edit or cancel before delivery, and track them in Drafts with a Scheduled tag until they move to Sent, helping firms plan ahead and maintain a consistent client communication cadence.

• Client ID Implementation: Implement Client ID support on the firm side in Secure File Transfer to align user identity with the rest of the SafeSend product suite (using a unique Client ID tied to each user's email), enabling consistent client management and data tracking across products.

• Screen Redesign: The Compose and DRL experiences are upgraded from a small pop-up to a full-screen, responsive modal that better uses available screen space, giving users a larger, more efficient workspace to review recipients and message details with less scrolling and fewer layout constraints.

• Send Message Enhancement (Web-Add-In): In the Outlook add-in, users can now choose to send emails using either the standardized template or a custom message. This update adds flexibility, enabling firms to select the message format that best fits their needs.

• Shared Folders Update: Users who are granted access to other users' folders will be able to move documents into those folders.

Resolved Issues

• Fixed an issue where the default user did not appear in the company drop-off link when Address Book Look Up was turned off; the default user now displays regardless of the setting.

SafeSend One

Improvements

• Client Portal Management page: Firms can now enable or disable Client Portal access for individual clients, view the portal as the client, send OTP codes via SMS, and make drop-off links invisible in the Client Portal.

• Client Portal Onboarding Enhancement: Firms can now send Client Portal registration invites to clients individually or in bulk and track registration status on the Client Portal Management

Resolved Issues

• Fixed an issue where returns recalled from a group delivery, ungrouped, redelivered, and marked as Manually Signed were missing from the Client Portal Documents section despite having an UPLOADED status.

• Fixed an issue where the Documents page became unavailable on desktop when the browser window was minimized.

Organizers

Improvements

• Users can now apply their ERO signature stamp directly to engagement letters within the organizer, enabling them to provide their signature on the document without manual signing before emailing it to taxpayers.

• Improved Filter Performance with Intermediate Filtering on Reports: Filters on reports now use an intermediate filtering capability that generates possible results before applying the filter to the entire grid. When filtering by a specific entry (such as a client name), users first see suggested matches and can select from the results, after which the grid loads only the requested data.

APIs

• Implemented independent Custom Questions webhook.

• Users can now change the status to "Downloaded" for e-sign documents, Custom Questionnaires, fillable organizers, and source documents.

• Visit our Developer Portal  to discover more detailed documentation.