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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

  • Join EVP Systems at Heckerling’s Diamond Anniversary on January 8, 2026
  • Happy Holidays from EVP Systems! on December 17, 2025
  • Good to Know: Reports on April 9, 2025
  • EVP Systems at Heckerling 2025 on January 8, 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: Trusted for over 40 years!

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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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1531 Chapala St., #1
Santa Barbara, CA 93101
(818) 313-6300 • FAX: (818) 313-6313
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