Quarter 1 - April 25, 2026
An update to SafeSend products was released. See below for more information about the 2026 Q1 SafeSend changes.
Tax Returns
Improvements
- Parallel Signing: Tax returns can now be signed in parallel, allowing Spouse users to sign immediately without waiting for the Taxpayer to sign first. Firm users can configure their default signing method in E-Sign Options. When Parallel Signing is selected, the Delivery tab no longer requires a specific signing order.
- Additional Recipients for Returns Delivery: Tax return documents can now be delivered to additional recipients who are not required to sign. These recipients are added during processing. Firm users enter the recipient's name, email, and permitted actions (forwarding, K-1 distribution, voucher payments, and downloading). Recipient permissions can be edited, or the recipient can be deleted after delivery.
- Form 5500 (Employee Benefit Plan): Firm users can now select 5500 (Annual Return/Report of Employee Benefit Plan) from the Type dropdown when sending clients their tax returns.
- Select an Office location during Upload: An optional Office Location dropdown is now available during upload. An office location will automatically pre-populate with the user's primary location where one exists, but can be manually adjusted via the dropdown before uploading the return.
- K-1 Distribution on Mobile: K-1 Distribution is now available on mobile. Clients can securely distribute K-1s electronically or via mailed hard copies, with consistent search, preview, and Download All functionality across devices.
Gather A.I
Improvements
- DRL templates: Firm users can now create DRL templates directly in account Settings, reducing reliance on Organizers and enabling more tailored client document requests. Templates support both Individual and Entity form types, are denoted by an associated badge, and can be selected during processing to review included documents.
- Dropdown Question Type: Custom Questions now supports a Dropdown question type, giving firm users an additional option when building their clients questionnaires. When creating a question, select Dropdown from the Type menu and add the desired answer options individually, or use the new Add Bulk Options feature to populate multiple choices at once without manual entry.
- Attach Additional Documents: Firm users can now attach Additional Documents when sending a Gather request directly from the Delivery screen, allowing taxpayers to view and download supplementary files at their convenience.
Resolved Issues
- Fixed an issue where the Client Portal connection icon appeared for invited clients who had not yet completed portal registration. The icon now only displays for fully registered clients, consistent with other SafeSend applications.
- Fixed an intermittent issue causing 500 errors when deleting documents from Gather in-progress and delivered report pages. Document deletion now functions reliably across all Gather interfaces.
- Fixed an issue preventing users from adding signature controls in the CPA site interface. Signature control functionality is now fully operational across all Gather interfaces.
- Fixed an issue where eSign document previews failed to load upon initial recognition until the document name was clicked. Previews now load correctly upon initial recognition.
- Fixed an issue where initial emails were sent multiple times in certain cases. Emails are now correctly delivered once per intended recipient.
Signature
Improvements
- In-Office E-Sign Signature Requests: In-Office E-Sign has expanded to include Signature Requests. When applicable, select the In-Office E-Sign option and search for the desired client either by name or by Client ID. From there, you can now toggle between Tax Returns and Signature Requests to locate the applicable request and initiate the signing process.
- Download and manually sign requests: Clients can upload manually signed documents back to the portal after signing offline. The document status is updated to Manually Signed, and CPAs can securely download the completed file directly from the portal, supporting flexible signing workflows while maintaining accurate tracking and centralized access.
- Separate Internal Tracking: Client and internal tracking events are now separated, providing clearer visibility into deliverable activity. Users can toggle between Client Tracking and Internal Tracking views in the User Tracking History window as needed.
Resolved Issues
- Fixed an issue where HTML formatting code was visible in saved messages after recalling a signature request. Formatting now displays correctly throughout the recall and reprocessing workflow.
- Fixed an issue where multiple loading indicators appeared simultaneously when using Download All on web and tablet. A single, consistent loading indicator is now displayed during download operations.
- Fixed inconsistent "Done" button visibility following delegation operations in in-office e-sign workflows. The button now displays consistently across all in-office signing scenarios.
- Fixed an issue where Client Tracking History entries were not sorting correctly. Entries now display in proper chronological order.
- Fixed an issue where tax year selections reverted to default values in certain cases. Tax year selections now persist correctly throughout the signature workflow.
- Fixed an issue where two different error messages appeared when updating an invalid recipient email address on delivered pages. A single, consistent error notification is now displayed.
Letter Builder
Improvements
- Version Control: Version control is now available in the Letter Builder, accessible via the Actions menu of the Content Library. A Version History panel displays all previous versions of Templates and Paragraphs with timestamps, allowing users to restore a prior version or save a copy directly from the panel when necessary.
- Bulk Update Paragraph: When updating a paragraph in the Content Library, users can now select whether to apply these changes to either the Library only, leaving all associated letters unchanged, or to specific letters in which the paragraph is used, leaving unselected letters unaffected.
Resolved Issues
- Fixed an issue where Letter Builder deliveries were not appearing in Signatures usage reports within Sherlock. Signature requests are now properly tracked across all delivery methods.
- Fixed an issue where the "Go to Page" indicator did not update when navigating between pages. The page number now reflects the current position during document navigation.
- Fixed an issue where clicking near control panels inadvertently added unwanted controls to a document. Precise selection is now required, preventing accidental additions during editing.
- Fixed an issue where documents could be processed without a required tax year, causing continuous loading and preventing saving. Required fields are now validated before the send action is enabled.
- Fixed an issue where document descriptions were lost when a document was marked as "changes required." Descriptions now persist across all status changes.
- Restored document scanning for the Build Your Library workflow within Letter Builder.
- Replaced instances of "letter" with "document" in alert modal messages to align with platform terminology standards.
Client Portal
Improvements
- New Client Portal URL format: Updated formatting for all Custom Client Portal access links. The new formatting is as follows:https://www.ssportal.com/{subdomain}. Please update any existing bookmarks to the updated URL format.
Resolved Issues
- Removal of the Welcome to Client Portal pop-up.
- Update to the verbiage when access to your Client Portal is unavailable.
Secure File Transfer
Resolved Issues
- Fixed an issue where the system incorrectly detected existing messages when creating new folders in MyFiles.
- Fixed an issue where messages sent via the Outlook Add-in occasionally generated invalid recipient access links. Delivery tracking and link validity are now consistent across both the web portal and Outlook integration.
- Fixed an issue where the Close button was not displaying on the Upload Files dialog, preventing users from properly dismissing the upload pop-up.
- Fixed an issue where multiple documents were incorrectly added during Request More operations. The system now correctly handles single document additions, preventing unintended duplicates.
API
- Added an E-Signed Webhook event that triggers when a document's status updates to "ESigned".
- Extension support for Return endpoints and webhooks
- Visit our Developer Portal to discover more detailed documentation.
