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Release Notes: December 6th – Customer Portal & Form Finder

05 Dec 22
Craig Smith
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The site will be placed in maintenance on Tuesday, December 6th, beginning at 5:00am ET to release the below update(s). Note that deployments may take up to 3 hours to complete. During this time, access to the program may be limited.

CUSTOMER PORTAL

  • Preparer View: Notification via the message feature to indicate when a TP has uploaded documents (Enhancement)

FORM FINDER

  • 1099-R search yields duplicate results (Issue 7476)
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