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Sharper Forms, Stronger Integrations, Faster Reviews

1. CCH Schedules C & D support: Added CCH support for Schedule C and D to automate extraction and mapping in your CCH workflows. We also improved prior‑year general info extraction to prefill more fields with less manual work.
2. K‑1 (1065) and 1041 accuracy upgrades: Enhanced K‑1 (1065) and Form 1041 data models and mappings for cleaner, more reliable outputs. K‑1 extraction now runs first to reduce wait times, and we addressed a Schedule D mapping issue to avoid review rework.
3. 1099‑DIV and Schedule refinements: Improved 1099‑DIV parsing with better duplicate detection to prevent double counting. Corrected Schedule A to exclude Form 4952 interest and “Other Taxes Paid,” and refined Schedule C classes for sharper categorization.
4. CCH backup uploads from the app: You can now upload CCH backup files (.dat) directly and process clients using the upload ID for faster onboarding. We also shipped integration updates that streamline CCH import/export for external partnerships.
5. SharePoint integration and cleaner credential setup: Introduced a SharePoint integration to connect your firm’s SharePoint for smoother document intake. Credential setup is clearer with provider field labels, and you can remove stale connections with the new deleteConnection action.
6. Faster review and delivery: Bulk send trial‑flow returns to your tax software in one action to accelerate pilots. Edit mode is now available to all users, and a new line‑by‑line comparison against the prior‑year return speeds quality review.