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Schedules In Sync, Canopy Connected, and Cleaner Previews

Period: 2025-08-25 - 2025-08-31
  1. CCH output preview upgrades: Added support for CCH Schedule 1, 2, and 3 in output preview. Also fixed CCH XML-to-PDF parsing and PDF rendering so your previews and exports are accurate.
  2. Form 8889 consolidation: Form 8889 is now auto-derived from 1099-SA and W-2 data, so you no longer have to enter it separately. This reduces duplicate work and the risk of mismatched HSA amounts.
  3. IRS schedules accuracy fixes: Corrected Schedule 2 Line 20 mapping and improved Schedule 3 header recognition. Schedule A extraction also received targeted improvements to cut down on post-import edits.
  4. New Canopy integration with secure credentials: Connect your Canopy account with built-in credential storage in Azure Key Vault and real-time connection status. This streamlines setup while keeping firm credentials encrypted at rest.
  5. Faster form navigation: Tax forms and app screens are now grouped by categories, making it quicker to find the right form. Expect fewer clicks and a clearer, accountant-friendly layout.
  6. Stronger data validation and formatting for federal/CCH forms: Added EIN validation and SSN checks, enforced field-length limits (including 36-char truncation), and standardized percentage formats to match target software. We also removed unnecessary city codes for federal returns to simplify selection and reduce errors.
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