January 24, 2022 SafeSend Organizers Release Notes

We've added new features and fixed some issues for SafeSend Returns. Read below for more information. To see a full list of changes across all products, please see the product release notes article in our Community Site.

Improvements

  • A Default Download Option setting is now available in My Settings. It lets users specify a default behavior when downloading individual organizers, batch organizers, engagement letters, and source documents. Options include Download Now, Download to My Downloads, and Prompt Me Every Time. For more information, see Default download options for organizers in the Help Center. The following rules govern its behavior:
    • Engagement letters with the status Partially Signed and E-Signed can be downloaded.
    • Organizers with the status Partially Completed and Completed can be downloaded.
    • Source documents with the status Uploaded can be downloaded.
    • Attempting to download files in any other status will show an error.
    • Successfully downloaded files will get their status changed to Downloaded.
  • Organizers are now locked after 3 failed attempts at entering an access code. After 5 minutes, the taxpayer can try again or the user can unlock the organizer in the Organizers Report. When an organizer gets locked, an email is sent to the taxpayer and user. For more information, see Unlocking an organizer for a client in the Help Center.
  • Clarified the wording of action button tooltips for individual organizers in a batch.
  • Removed the Deleted tab and Move To functionality from individual organizers in a batch. Individual organizers cannot be edited within a batch.
  • Delivered organizers now have a Client View action.
  • Yes/No column headers in custom questions are now in bold.
  • Controls in Gather Documents > Upload now show the number of attachments and the ability to view them.
  • A new confirmation email is sent to taxpayers upon completion of an organizer.
  • A bookmark icon is now shown next to organizer headers in the taxpayer view. This is to emphasize that taxpayers can click on a header to be taken to that section of the organizer.

Resolved Issues

  • Fixed an issue where firm logos that were not a 3:1 ration would be stretched to fit the space. This could make them appear blurry and/or distorted in organizers. Uploaded logos are now resized proportionally to fit the required space.
  • Fixed an issue where, in certain instances, a user could request an access code but that code would not be delivered. This was due to time zone differences being handled improperly, resulting in the system thinking that the access code had expired.
  • Fixed an issue where the recipient's name was not populating properly in the initial email.
  • Fixed an issue in mobile view where the welcome screen message said "tax returns are ready." It should read "tax documents are ready."
  • Fixed an issue where some batch organizers with a status of Delivery In Progress could not be deleted.
  • Fixed miscellaneous user interface issues.
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