February 11, 2022 Product News for the SafeSend Suite

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

SafeSend Suite


  • Users will now receive an in-app notification when their subscription tier changes.

SafeSend Signatures

Resolved Issues

  • Fixed an issue on mobile devices where a signer could e-sign a document and then go back to decline the document. Signers should not be able to decline a document after e-signing.
  • Fixed a user interface issue which prevented some users from seeing the Edit icon in the Client Details pop-up.
  • Fixed an issue where Firefox users on mobile devices would see a certificate warning when uploading and delivering a document.
  • Fixed an issue on some mobile devices where the signer could advance to the signing page without entering authentication details, even though the sender configured the document to require authentication.
  • Fixed some miscellaneous user interface issues.

SafeSend Returns

Resolved Issues

  • Fixed an issue where the user could not preview PNG and JPG files added as attachments while processing a return. Clients could preview the attachments when the return was delivered.
  • Fixed an issue where an "Invalid Payment URL" error was displayed when updating a voucher's payment information.
  • Fixed an issue where users could upload a company logo that exceeded the maximum dimensions (300px x 100px). Users will now see an error specifying the maximum dimensions and the logo will not be updated.
  • Fixed an issue where ZIP files forwarded by the client to a cc recipient were not named correctly.
  • Fixed an issue where system administrators would see a blank page if they clicked on the email link to approve a user's password reset request. System administrators were still able to reset user passwords via User Management.
  • Fixed an issue where users were unable to replace the original K-1 instructions uploaded with a return.
  • Fixed an issue where documents with the same filename were not getting number suffixes added when uploaded to the Additional E-File Documents tab. This resulted in a list of documents with the same filename, which could cause confusion when adding controls.
  • Fixed an issue where some system administrators did not see the Stripe payment processor user interface after logging in via Settings.
  • Fixed an issue where some system administrators could not see the controls on the Security Settings page.
  • Fixed an issue where the second line of the company address was not displayed on the delivered return's landing page.
  • Fixed an issue in K-1s where some client email addresses were not recognized. This forced them to manually enter the information.
  • Fixed an issue where multiple vouchers added to a return at the same time did not appear in the user interface. The user would then try to upload the vouchers again and see a "Duplicate voucher" error message.
  • Fixed an issue where controllers received a "Failed to fetch tax documents list" error when trying to email tax documents from the controller dashboard.
  • Fixed an issue where marking a return as "online payment required" still gave the client the option to pay by check or money order.
  • Fixed some miscellaneous user interface issues.

SafeSend Extensions


  • Times in the Audit Report are now displayed in the local user's time zone instead of UTC time.
  • Added a tooltip to remind users that when e-sign is not allowed by specific taxing authorities, the uploaded return will only allow manual signing in Delivery Options.

SafeSend Exchange

Resolved Issues

  • Fixed an issue where clients that were deleted and then added again as a new client with the same email address and login information would not see all items in their inbox.



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