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K‑1 Power-Ups, Drake Enhancements, and Faster Intake Period: 2025-08-11 - 2025-08-17
  1. CCH K‑1 coverage expanded: Added comprehensive K‑1 processing for 1065, 1120S, and 1041 entities with new CCH schema classes for passthrough forms. Introduced form definitions for 1116, 3800, 4562, 6251, 8582, and Schedule 1 for smoother import and review.
  2. Drake updates for smoother filings: Added a Drake Schedule E schema and filled missing default values to cut down schema-related interruptions. Also improved Drake inputs for credits and taxes to keep downstream entries consistent.
  3. ProConnect marketplace statements: Added support for Health Insurance Marketplace statements so relevant fields are recognized on import. This speeds up reconciling marketplace coverage information and reduces rekeying.
  4. Smarter document intake and Add Client form: You can now upload ZIP, MSG, and TXT files with instant validation and clearer upload errors across Trial and Auto flows. The Add Client form has improved spacing and tables, error highlighting, and a one‑click “remove all uploads” to speed setup.
  5. Preparer View V2 and clearer queues: New Preparer View V2 plus a sample search page make it faster to locate and manage work. When sending items to data entry, you’ll see a loading screen and accurate queue status (no more “position 0”), plus UI polish like capitalized form names and improved CCH table hovers.
  6. More reliable extractions and status tracking: Increased plan/extraction timeouts and added a pre‑filter for nested data to stabilize complex form parsing. Batch jobs now track status end‑to‑end for better visibility and quicker issue resolution.
Thank you for your continued feedback—it helps us ship the right improvements.