December 20, 2021 SafeSend Returns 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 our December 20, 2021 Product News article.

Improvements

• For CCH Axcess and ProSystem customers, SafeSend Returns now recognizes direct deposit/debit reports and will automatically create vouchers for payments. These vouchers will be labeled "Automated Voucher" and can be reviewed and modified by the preparer.
• Initial emails now have separate messages for E-Sign and Manual Sign. This helps clarify the type of signature required by the client when they receive a message. Firm administrators can edit these options in Settings > Client Instructions in the Initial Email section.
  
  
  
  
• The message screen in the taxpayer view is now skipped if a preparer doesn't include a message while processing a return. This prevents a blank screen from being shown to the taxpayer.
• When processing K-1s, SafeSend Returns now recognizes the partner type for entities. Previously, the drop-down defaulted to individual, which could result in numerous notifications being sent to the preparer.
• A global search is now available in the Send Grouped Returns and Grouped Return Reports screens. Firms can search by group name, name, or client ID. Previously, preparers had to navigate to a specific group before they could perform those searches.
  
  
  
  
• The bulk update actions in automated reminders have been optimized so that they run faster.
• The Product Type drop-down has been removed in Account Management > Payment History.
• The Additional Services section has been renamed to Product Downloads in Settings > General.
• A new Developer Section has been added to Settings. Firms with advanced technical resources can connect to a SafeSend Returns API for downloading e-signed documents. Firms are responsible for creating their own API to connect to SafeSend Returns and must provide a destination endpoint, API Key, and other arguments necessary for delivery.
  
  

Resolved Issues

• Fixed an issue where the download pop-up would not appear when using the Export to Excel button from the Quick Reports filter.
• Fixed an issue where an error message would appear when adding a return to an existing group.
• Fixed an issue where delegated signers specified by the taxpayer could complete the signing process without filling out mandatory fields.
• Fixed an issue in client view where an error could appear when viewing returns that had been signed by delegated signers.
• Fixed an issue where the delivered return report for 1041s would show Company instead of Trust in the client info pop-up.
• Fixed an issue where some access links were not being delivered.
• Fixed an issue where a changed watermark font size was not saving.