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Connections, automation, and sharper reviews for a smoother tax season

1. More accurate federal forms: CCH now avoids duplicating Form 8829 within Schedules C/F, and SSA-1099 handling has been enhanced for cleaner imports. Schedule A logic was tuned (mortgage split updates and SSA-to-Schedule A rules) to improve itemized deduction accuracy.
2. Direct tax software connections: New connection flows for UltraTax, Drake, and ProConnect in the dedicated “Tax Software” area streamline setup. Credential fields are masked for ProConnect and Canopy, and we auto-redirect to connection pages when no connections exist to speed onboarding.
3. One-click send to tax software (now automated): Our new buildDataEntry pipeline with RPA-powered data entry pushes data into Drake, ProConnect, and UltraTax, reducing manual rekeying. Services can trigger send-to-tax-software via mutation, and we now generate MFA codes instead of returning secrets for safer authentication.
4. Faster, clearer review workflow: A new comparison review page in the trial flow adds sticky headers, filters, field-level detail, and an AI Notes column so you can zero in on what matters. You can also attach notes directly on the Upload Output Documents page, and difference values are clearer for side-by-side checks.
5. Excel export for tax software data: Export mapped entries to Excel for offline audit, review, and sharing with your team. Validate what will be sent before pushing to your tax package.
6. Reliability upgrades under the hood: Reprocessing and background “janitor” tasks now run on Temporal for higher resilience, and the integrations service has dedicated Temporal workers. Production stability was improved by fixing a missing assets issue, isolating worker pods from the API service, and refining Kubernetes configs.