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Forms, integrations, and privacy—polished for busy season

1. Drake Tax schema expansion: Added Schedule 1 Part II, improved Schedule C with better Schedule E handling, made activity_trade_or_business_60 mandatory, and introduced schemas for RRB/RRP income, 1099‑OID, and Form 8283. This boosts mapping accuracy and reduces re‑keying when exporting to Drake.
2. ProConnect mapping refinements: Added missing 1040_GENERAL fields and narrowed ACA inputs to only “type of coverage” and the “last month rule” for cleaner imports. Form 8889 is disabled when not applicable and first_name_initial guidance is clarified to cut validation errors.
3. CCH Axcess reliability fixes: Corrected 1065 mappings, switched percentage fields to strings, and defaulted numerics to 0 to prevent duplicate entries in CCH. Resolved an external ID issue (with partner checks) so clients sync to the correct return.
4. Prior‑year 1040 enforcement: The workflow now checks for a prior‑year Form 1040 with a clear banner and dedicated error code when it’s missing. References are standardized to the 2023 federal return to improve carryovers and side‑by‑side comparisons.
5. Document integrations unlocked: Native Google Drive and SharePoint integrations ship with recursive client‑folder traversal, optional Drive links, and fileshare tasks; legacy Azure storage inputs were removed. We also added Canopy and delivered Karbon/ProConnect workflow fixes (including restoring the ProConnect print task) to speed collection and delivery.
6. Privacy and security upgrades: Client names, PDF URLs, and filenames can be anonymized, and JWT logs are hidden to better protect sensitive data. RPA Service Auth now secures automated workflows end‑to‑end.