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8.5.0

Features

  • The EVP Office applications now allow encrypted communication with the EVP Systems servers for evaluations
  • The EVP Office applications now have proxies for secure communication, including the new encrypted evaluations, Tools → Look-Up... → Put/Call Options, metadata retrieval, user information submission
  • PDFs can now be generated directly from the print preview, using the new “PDF” button
  • Before an evaluation, the EstateVal, GiftVal, and CostBasis now estimate the price of the evaluation, and give the user the chance to continue or cancel
  • Warning and error dialog boxes are now colored yellow and red respectively, to draw more attention to them
  • EstateVal now allows a currency to be set on user-defined prices and will make the appropriate conversion in the calculations
  • Help → EstateVal on the Web... now attempts to open the default Web browser and only falls back to Microsoft Edge if it can’t
  • The “Contact Us” dialog now has a “Send E-Mail” button that opens up an e-mail pre-populated with information about the account and user
  • The Tools → Options... dialog now has a “Help” button with detailed information about each option
  • An arbitrary username can now be sent to EVP Systems in place of the Windows username, if a certain preference is set
  • In EstateVal, GiftVal, and CostBasis, the Name, Account, and Title can now each require values before an evaluation can be performed, if a certain preference is set
  • Preferences (including hidden preferences) can now be one-time loaded from a file via the Support options pane
  • EstateVal now has a Training Mode, accessible through Help → Training Mode
  • Passthrough data can now optionally be selected from a pre-defined list, loaded from a URL or file
  • The Passthrough field on the main screen can have its label changed with a preference setting
  • EVP Office applications now support IPv6 for evaluations

Fixes

  • Tools → Look-Up... → Put/Call Options now uses a more relaxed method of verifying its SSL certificate, to avoid host mis-match errors
  • Windows usernames are no longer sent on news queries if the option is turned off
  • Account Information Keys can now be pasted into their field even if the full field is not selected
  • A status-line description for the Contact Us menu item was added
  • Evaluation status icons now behave properly for the Alternate Date in certain corner-case situations

Posted on June 17, 2020 •

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Things You Should Know

  • Good to Know: Reports on April 9, 2025
  • Happy Holidays from EVP Systems! on December 9, 2024
  • Fee Changes for 2025 on November 1, 2024
  • We're Going to Disneyland---for NAEPC 2024! on October 18, 2024
  • CrowdStrike BSOD and EVP Systems
  • EVP Office 9.1.3 Now Available on July 18, 2024
  • EVP Office 9.1.0: Now Available, Featuring Name Preview on January 8, 2024
  • EVP Systems at Heckerling 2024 on January 3, 2024
  • Happy Holidays from EVP Systems! on December 11, 2023
  • EVP Systems at the California Probate Referees Conference on November 30, 2023
  • Join us at NAEPC 2023 on November 11, 2023
  • Good to Know: The Grid on August 23, 2023
  • Announcing Fee Changes for 2023 on October 7, 2022
  • "Single Broker Quotes" Available Again on April 14, 2022
  • EVP Systems Prepared for Russia / Ukraine Conflict on March 14, 2022
  • Expat and Open Source at EVP Systems on March 1, 2022
  • EVP Office 9.0.1 Offers Built-In Calculator, More Crypto, New Export on February 8, 2022
  • Jack Barthel, 1937 - 2021 on January 19, 2022
  • EVP Systems Unaffected by log4shell and Associated Vulnerabilities on December 13, 2021
  • EVP Office 9: Something Big! on October 13, 2021
  • EVP Office 8.5.3: Secure by Default on July 13, 2021
  • Ready for Windows 11 on July 2, 2021
  • EVP Office 8.5.2: Native Excel Export, Better Copy-and-Paste, Mailing Lists on April 8, 2021
  • A Lockdown Check-In on October 5, 2020
  • Upgrade Your Invoice on September 21, 2020
  • EVP Systems Introduces Modern, Streamlined Website on August 13, 2020
  • EVP Office 8.5.0 Released on June 17, 2020
  • EVP Systems Continues to Support Retired Versions of Windows on December 4, 2019
  • EstateVal 8.4.0 Prices Foreign Currencies, Precious Metals on October 25, 2019
  • GEMS Adds EVP Everywhere for Faster, Easier Pricing on April 15, 2019
  • EVP Office 8.3.1 Now Available; Features Easy Pricing of Puts and Calls on March 15, 2019
  • Reminder: Fee Changes Coming in 2019 on December 28, 2018
  • TEdec Adds Built-In Evaluations, with EVP Everywhere on December 3, 2018
  • Primary and Composite Exchange Pricing in EstateVal
  • A Brief Introduction to EstateVal

Don’t let death and taxes ruin your day!

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About EVP Systems

Trusted by thousands of banks, brokerages, and law firms, Estate Valuations & Pricing Systems has been the leading provider of high-quality security evaluations for estate- and gift-tax purposes for over 40 years.

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