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ProConnect expansion, CCH reliability, and smoother error recovery

Period: 2025-07-28 - 2025-08-03
  1. ProConnect form coverage expanded: Added new ProConnect forms and updated existing schemas, with strict validation types to improve mapping. This means cleaner exports to ProConnect and fewer validation errors during filing.
  2. CCH Axcess integration more reliable: Implemented client ID cycling and improved detection for new CCH returns to stabilize sessions and reduce retries. Integrations are now mode-aware, improving routing based on your tax prep mode for more consistent results.
  3. Clearer errors and faster recovery: Introduced a new error architecture with actionable messages and statuses, plus a dedicated data entry error page when a return is invalid. You can now quickly retry affected steps, reducing back-and-forth during busy season.
  4. Snappier status updates and steadier processing: A new polling approach reduces database calls while keeping job statuses fresh. Data entry is more reliable with concurrency disabled, and newly created input documents now correctly enter the Processing state for accurate tracking.
  5. Better document management UX: Easily add midstream client docs with the new Upload More Documents flow, and see clearer document status badges and action headers. We also improved readability and click states, and we no longer trigger RPA while you’re still uploading to prevent premature runs.
  6. Stronger observability for smoother operations: Integrated OpenTelemetry and Sentry across the app and GraphQL middleware to surface issues faster. You benefit from quicker troubleshooting and fewer disruptions during preparation and e-file workflows.
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