Quarter 2 - July 26, 2025

Introducing: Letter Builder

Template Management & Library
– Create, store, and reuse standardized templates across your firm to maintain consistency and save time.
Dynamic Customization
– Personalize letters with client-specific information for a tailored experience.
Bulk Sending
– Generate and send multiple letters at once, eliminating repetitive manual work.
Role-Based Access Control
– Ensure only authorized users can edit or send letters, enhancing security and compliance.

Gather A.I.

Customize Delivery Flow:
Firms can now arrange delivery flows based on client needs—organize E-Sign, Custom Questions, Organizers, and DRLs in any order for a more tailored experience.
Modify DRL After Delivery:
Firms can now update a delivered Document Request List (DRL) directly from reports, allowing quick changes post-delivery.
Create DRL from External Files:
Import external DRL files directly into Gather requests—eliminating the need to manually recreate lists.
Retention Policy for Engagements:
Firms can now set source document retention policies by engagement category, improving compliance and document governance.
DRL Due Dates:
Assign due dates to DRL items to set clear client expectations and keep workflows on track.
Preparer Notes:
Add and download custom notes in Delivered and Archived reports for better collaboration and record-keeping.
Auto-Reminder Enhancement:
Custom reminder settings for Questions and DRLs now use smart logic to only trigger when relevant sections have started—reducing unnecessary notifications.
Upload Hand-Drawn Signatures:
Taxpayers can now upload images of handwritten signatures for a more flexible and personalized signing experience boosting trust and ensuring compliance.
Improved Reporting & Navigation:
Delivered and Archived reports now display Engagement Type/Category for better filtering.
A single Gather Reminder column is now present in exported Excel files—simplifying tracking across Organizer and Signing reminders.
“Unrecognized Files” label updated to “Uploaded Files” on the taxpayer upload page for clarity.

Fixed an issue that prevented users from adding links to Saved Messages.
Fixed UI Organizer recognition issues in UT Organizer Documents.
Fixed an issue where LT Organizers could not be uploaded during a Gather request.
Fixed an issue where Gather couldn’t extract specific info from 1099-INT and K-1 forms.
Fixed extra checkboxes appearing in certain CCH organizer pages where fields were not fillable.
Fixed an issue that allowed reminder sends for Gather items in reviewed or expired status.

Returns

Design Refresh:
The SSR interface has been updated with a modern, intuitive design to enhance the overall user experience.
Amended Returns Support:
Firms can now submit amended returns through SafeSend. These returns are clearly labeled so taxpayers know they are signing an updated version of a previously filed return, improving clarity and compliance.
Upload Hand-Drawn Signatures:
Taxpayers can now upload images of handwritten signatures for a more flexible and personalized signing experience boosting trust and ensuring compliance.
K-1 Recipient Email Management:
Users can now delete and save new K-1 recipient contact information without needing to retain the previously stored email address.
Grouped Returns Enhancement:
Users can now view the status of K-1s delivered through Grouped Returns, providing better tracking and transparency.
Grouped Return reminders are now integrated with Reminder Management.
The most recent deliverer of a grouped return will now be listed as the contact person for clearer communication.
Voucher Date Consistency:
Automated voucher due dates on authorities icon now matches the date selected in the Voucher Details screen to reduce confusion.
Improved Search in Archived Returns:
Added dynamic search by Client ID and Client Name to help users quickly locate archived returns.
In-Office E-Sign Popup Update:
Improved popup message verbiage during in-office signing for added clarity.
Mailing Address Field Removal:
Removed the “Default Mailing Return Address” field from SSR – My Settings to simplify configuration.
Mobile E-Signing (2nd Signer):
When using mobile e-signing, the system will prevent continuation if the second signer’s email is missing—ensuring secure and complete signature workflows.
Aiwyn Integration:
Aiwyn is now integrated with SafeSend Returns, allowing firms to accept payments in addition to Stripe and CPACharge.

Fixed an issue where uploading large returns and previewing in the Group tab caused the page to freeze or become unresponsive.
Fixed an issue where delegate names didn’t populate in the
<RECIPIENT>
variable in initial emails.
Fixed an issue with processing tabs not loading properly during or after taxpayer preview, preventing timely edits.
Fixed an issue where uploading a document into the Additional E-Sign tab changed fonts and removed logos from the document.
Fixed an issue where firms were unable to disable the default watermark after it had been selected.
Fixed an issue where reminders sent to clients were not displaying correctly in Reminder Management.
Fixed an issue where Client Portal messaging appeared in Initial Email for Extension even when the Client Portal feature was not enabled.
Fixed an issue where users were getting locked out after clicking
Save & Close
in Extension.
Fixed an issue where manually uploaded vouchers were appearing in the wrong order in Extension.

Signatures

Upload Hand-Drawn Signatures:
Recipients can now upload images of handwritten signatures for a more flexible and personalized signing experience boosting trust and ensuring compliance.
Improved Controls:
Expired documents restored from the Recycle Bin can no longer be recalled, ensuring tighter control.
Users cannot set the expiration date to the current or past date during delivery, ensuring documents expire properly and move automatically to the Recycle Bin.
The "Download" icon has been removed from the client-side signing experience to prevent document editing prior to signature.

Fixed an issue where custom zoom functionality did not appear on certain devices.
Fixed a bug where users in the Staff Users Group could not see items in the Recycle Bin, even though they had access to the same items in Delivered/Archived reports.

Exchange

Enhanced Folder Notifications
: All users associated with a folder (e.g., owner, shared users, user groups) now receive a notification when a new message is received, improving team visibility and responsiveness.
Enhanced File Upload Security:
Admins can now specify which file types are permitted for upload, automatically blocking unapproved file formats for stronger security. Applies to Compose, DRL, and folder uploads for both users and clients.
File View Re-Structuring in Folders:
Messages, Requests, and Direct Downloads are now unified into a single "File View", making it easier to locate and manage all file-related activity.
Tax Year Folder in Client Portal:
Added a tax year selection functionality to ensure all user messages and files whether sent directly or uploaded via DRLs and drop-off links are accurately routed to their respective tax year folders.

Organizers

Improved Organizer Notifications:
Updated the "Organizer Completed" notification email template to improve clarity for clients.
Taxpayer UI Refresh:
Updated the taxpayer-side interface to provide a smoother, more intuitive user experience.
Upload Hand-Drawn Signatures:
Clients can now upload images of handwritten signatures for a more flexible and personalized signing experience boosting trust and ensuring compliance.
Accurate Download Status:
Source document status now changes to “Downloaded” only after
all
documents have been downloaded, ensuring more accurate tracking.

Fixed an issue where the Excel export of Delivered/Archived reports incorrectly showed “Awaiting Upload” when the actual status was “NA".
Fixed an issue where users with "Suite – ERO Only" permissions couldn’t see the ERO option when processing an Organizer.

SafeSend One

GoFileRoom Integration:
Our new Send to GoFileRoom enhancement, allowing users to transmit a single or multiple documents electronically signed by clients using SafeSend (e.g., 8879, etc.) to GoFileRoom with just one click. This requires a GoFileRoom account subscription.
Client Portal – Tablet Compatibility:
The Client Portal is now fully compatible with tablets, offering a more flexible experience across devices.
Client Portal – Search Within PDFs:
Clients can now search for specific text within PDF documents saved in the Documents page, making it easier to locate information quickly.
Client Portal – Enhanced Client Registration Security:
To prevent unauthorized account creation and malware uploads via drop-off links, registration is now limited to clients already present in client management or with prior deliveries via SafeSend products.
Client Management Template Merge:
Individual and entity columns have been merged into a unified template, simplifying navigation and improving usability.
Excel Report Column Alignment:
Standardized column alignment across Export and Import Excel files for both Client Management and User Management to ensure consistency and ease of data handling.

API

Added a new endpoint for
SafeSend Gather In-Process Section
to support integration workflows.
Added a
webhook for Exchange
that triggers when a message is uploaded via a firm’s drop link—enabling automation and real-time updates.
Visit our Developer Portal for more information to discover more detailed documentation.