IRS-TIN Verification

Our new IRS TIN Verification feature provides a powerful fraud prevention tool that ensures the accuracy and validity of taxpayer identification numbers—including Social Security Numbers (SSNs) or Individual Taxpayer Identification Numbers (ITIN) for individuals and Employer Identification Numbers (EINs) for organizations—before funds are disbursed. This seamless integration helps you maintain compliance with federal tax regulations while protecting your organization and applicants from identity theft and fraudulent activities.

Our verification system connects directly with IRS databases to authenticate TINs in real-time:

• Administrators can enable verification on Individual Profiles (SSN/ITIN) and/or Organization Profiles (EIN)
• The system instantly validates TINs against official IRS records
• Clear verification status indicators provide administrators with immediate results
• Automated checks eliminate manual verification processes and reduce processing delays

In today's complex regulatory landscape, TIN verification is a critical safeguard:

• Prevent Fraud and Identity Theft — Verify that funds are going to legitimate recipients with valid taxpayer identification, stopping bad actors who use stolen or fabricated SSNs or EINs for fraudulent applications
• Ensure Regulatory Compliance — Meet IRS requirements for taxpayer identification and data protection, avoiding penalties and audit complications
• Reduce Costly Payment Failures — Invalid or incorrect TINs lead to failed payments, administrative burden, and delayed fund distribution—automated verification catches errors before they become problems

Learn how to implement IRS TIN Verification in your current and future programs. To add this feature to your plan, contact your Customer Success Manager.

Manage Multiple Organization Profiles with Ease

For applicants who work with multiple organizations—like grant writers or consultants—we have great news. You can now manage all your organization profiles from one account.

If you're a profile owner for multiple entities, simply use the new View dropdown on your Organization Profile page to switch between organizations. You can also continue to manage your individual profile alongside your organizational ones. This means you can seamlessly move between the different entities you represent without logging in and out or managing separate accounts.

Whether you're applying on behalf of multiple nonprofits, managing grants for different clients, or representing various organizations, keeping track of each profile is now effortless. You can view and edit any organization profile where you're designated as the profile owner, all from a single login.

No setup required—if you own multiple profiles, this feature is already available to you.

Learn more in our help article →

Search, Sort & Filter for Organization Owners, Program Managers and Applicants

Managing large participant networks, award recipients and tracking applications just got easier. This release introduces comprehensive search, sorting, and filtering capabilities in these areas: the Participant Network for Organization Owners, the Award Recipients page for Program Managers and the "Your Applications" page for applicants in their Portal.

New capabilities include:

• Smart search across participant names, IDs, organization names, and application details
• Advanced filtering by participant type, status, relationship type, application status, and dates
• Flexible sorting options for all key columns with customizable ascending/descending order
• Combined search and filter functionality for precise results
• Default intelligent sorting that prioritizes recently added participants and applications

Release includes:

• Organization Owners can use these tools in the Participant Network to manage participant relationships, and they will be able to export filtered and unfiltered lists.

• Program Managers can use these tools on the Award Recipient page to better find awardees, award agreements and initiate amendments. 

• Applicants can use them on the "Your Applications" page in their Portal to track and manage their submissions.

Enhanced PDF Export for Award Agreements

Award Agreement PDFs now preserve all formatting ensuring your documents look exactly as you designed them.

What's improved:

• Table support – Tables now export cleanly to PDF with proper column and row formatting, automatically breaking across pages when needed
• Image placement – Images appear in the correct location and can be easily resized within the editor
• Preserved formatting – Indentation, paragraph spacing, and nested numbered lists (multiple levels) now carry over accurately to the PDF
• Variable population – Agreement variables populate correctly in downloaded PDFs

Report Builder Enhancements

GeoCharts Reporting
Visualize your profile form data on interactive maps to identify geographic trends and patterns. Filter by demographics, user types, or any categorical data to see where your applicants and awardees are located.

 

Application Nicknames in Reports
Pull Application Nicknames into custom reports—perfect for organizations using alternate IDs or internal naming conventions to track applications.

Expanded Award Agreement Data
Award Agreement reports now include form field data, Budget fields, and Disbursement and Progress Report status fields—bringing you closer to a complete post-award view.

Enhanced Field Metadata
Better understand your data fields with improved hover tooltips. Simply hover over the ? icon to see which Program, Cycle, and Form each data field comes from, making it easier to select the right fields for your reports.

Note: If you don't see these new features or data fields in your Report Builder, click the Sync button to refresh and ensure all the latest data is available.