April 1, 2022 SafeSend Organizers release notes

An update to SafeSend Extensions was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site.

SafeSend Organizers


Autosave for taxpayers

  • SafeSend Organizers now features an autosave function. While a taxpayer works on their organizer, their progress will be automatically saved every 15 minutes. An "Autosave successful" message will accompany this event to assure the user that their data was saved.

    If there is no detected activity for 3 hours, the client will receive a Session Expiration pop-up with an option to continue working. If the user does not take action, they will be automatically logged out after 60 seconds.

Resolved Issues

  • Fixed an issue with page controls on returns. If a user zoomed in on a page and then clicked the next page control, it would remove the zoom but keep them on the same page. Clicking the next page control again would skip a page.

  • Fixed an issue in the taxpayer experience where custom question checkboxes would become misaligned if the user zoomed in or out.

  • Fixed an issue where the organizer status did not update properly if both the taxpayer and spouse were logged in at the same time and performing different signing activities.

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