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Form Coverage Up, Clicks Down

1. Drake Tax schema expansion: Added coverage for key Drake forms including 8812, EIC, Dependents, 8867, 8949/1099‑B, Schedule E & 1099‑G, W‑2G & 8863, 8606/8829/8889, 1095‑A, 2441, 1099‑MISC/INT/DIV, 1099‑R, SSA Income, 8822, plus W‑2 Ohio/Additional Info. We also added a new rule for allocating mortgage interest between Schedule E and Schedule A and fixed CCH 1099‑DIV foreign fields to reduce rework.
2. ProConnect 1099‑B schema alignment: Aligned our 1099‑B schema with ProConnect’s Postman spec and corrected string enum handling. Expect fewer mapping/validation errors when pushing brokerage transactions.
3. UltraTax automation and schema updates: Updated UltraTax forms/document types and general screen data fields, and separated the RPA request for Dependents to stabilize data entry. We also enabled auto‑send to data entry in RPA flows for smoother handoff.
4. Practice management integrations (TaxDome + Karbon): Implemented TaxDome integration and added full CRUD for Karbon within the integration service. You can now configure connections to bring these tools into your workflow, with more automation to follow.
5. Workpaper review and document QA improvements: Added missing‑document categories with checklist evidence previews, issuer info, and a full workpaper view, plus recognized forms surfaced in the file route. Empty states and tab behavior are consistent, with sticky headers and scrolling issues fixed so reviews move faster.
6. Security and data integrity hardening: Moved 2FA code generation into the integration service with endpoint fixes and service‑key token generation, and sanitized DB writes against null bytes. We also flag placeholder SSNs with high‑severity warnings to prevent bad data from reaching your tax software.