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Forms + Integrations Upgrade Week

1. New 1040 PDF rendering: We now render the updated Form 1040 PDF for cleaner, client-ready deliverables with fewer formatting surprises.
2. ProConnect Grade C support: Added support for new Grade C forms in ProConnect so you can cover more scenarios without manual workarounds.
3. Drake enhancements (K‑1 + data entry): Added K‑1 parsing support for Drake and improved automation to handle multi‑tab and subpage data entry, reducing rekeying on complex returns.
4. CCH data reliability improvements: We now accept more SSN formats, truncate overly long values before validation, and avoid unnesting list fields that could drop data. We also disabled problematic FS fields to prevent incorrect values and reduce export rejections.
5. Form corrections (1099‑B/4797, 8995, dependent SSN): Removed gross gains/losses from 1099‑B/4797 and streamlined 8995 fields based on feedback. Improved dependent SSN formatting to pass validations more consistently.
6. Canopy integration added: Introduced a Canopy integration in our integrations service, laying the groundwork to connect your Canopy account and streamline practice workflows.